Wealth Management

Anchor wealth managers provide long-term, trusted relationships and comprehensive, personal advice to clients ranging from affluent to ultra-high-net-worth individuals and families. Our wealth management capabilities encompass all aspects of a client’s financial life, coordinating the services required to manage our clients’ assets as we create a strategic plan for their current and future financial requirements.

Tailored for our client's goals

Each client has different needs and aspirations, and we offer personalised service and advice that covers financial and investment planning within our client’s professional tax advice framework. Our clients range from individuals to families and businesses and span all ages and wealth ranges – from starting out to established, sophisticated investors. We partner with our clients to ensure that they achieve their investment objectives.

Investment Approach

Our approach ensures that our clients understand their investments and the risks associated with every aspect of their portfolio when setting off on their wealth journey. We provide complete transparency and insight into the underlying investments that make up a client’s investment solution, and we ensure that they have reached their objective at the end of their financial journey.

We have developed various portfolios and solutions encompassing retirement and discretionary investments to cater for a diverse client base. We create an achievable plan which we implement alongside our clients and continually test the appropriateness of the plan and the products we have used to achieve our clients’ financial goals.

Why Choose us?

Local & Global Solutions
Unit Trusts
Bespoke Share Portfolios
Structures
Tax efficient solutions
Estate Planning
Personal and Corporate risk solutions

Contact us today

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 accurate 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 excluded except to the extent such exclusion would be unlawful.