Wealth Management
Through our partnership with Anchor Capital, one of South Africa’s leading wealth managers, we provide expert and personalised financial advice tailored to the unique needs and aspirations of our diverse range of clients. Our clients include individuals, families, and businesses of all ages and wealth levels, from those just starting out to established, sophisticated investors.
Investment approach
Anchor Capital’s approach is tailored to each client’s individual tax framework, and offers personalised service and quality investment insights within a culture of transparency and integrity.
We believe in ensuring that our clients have a comprehensive understanding of their investments and the associated risks, which is why we value Anchor Capital’s investment approach which encompasses tailoring achievable plans that are continually re-evaluated to meet financial objectives.
Portfolio and solution offerings are designed to meet the unique needs of our diverse client base and include managed local and global solutions, personal share portfolios, and portfolio analysis. Whether it’s retirement or discretionary investments, we’re here to help you achieve your financial goals.
Services offered
Individuals
- Retirement annuities, pension and provident funds, and associated investments
- Managed share portfolios – local and global
- Access to the world’s best investment products and platforms
- Tax friendly high yield investment solutions and yield enhanced products
- Structured product advice
- Holistic wealth management
- Estate planning advice and global estate structuring solutions
- Life policies and medical aid
- End to end Forex solutions at best rates (including single discretionary allowance, lifetime investment allowance and asset swaps)
Businesses
- Outsourced treasury function
- Cash investment and yield enhancement
- Corporate forex solutions at best rates
- Group risk policies – buy and sell agreements
- Group pension fund investments
- Group medical aid schemes
Visit Anchor Capital here
Anchor Capital is an authorized Financial Services Provider FSP # 39834 Disclaimer – Anchor Capital (Pty) Ltd with registration number: 2009/002925/07 has taken and will continue to take care that all information, in so far as this is under its control, provided on this website is true and correct.
However, Anchor Capital shall not be responsible for, and therefore disclaims any liability for, any loss, liability, damage (whether direct or consequential) or expense of any nature whatsoever which may be suffered as a result of or which may be attributable, directly or indirectly, to the use of or reliance upon any information, links or service provided through this website.
There is no warranty of any kind, expressed or implied, regarding the information or any aspect of this service. Any warranty implied by law is hereby excluded except to the extent such exclusion would be unlawful.