Wealth Management

Long-term, trusted relationships and face-to-face financial advice.

We have partnered with Anchor Capital, a leading wealth manager in South Africa. This partnership brings a wealth of benefits to you, our valued clients. Anchor’s wealth of experience ensures that a bespoke solution is tailored to your unique needs and aspirations. You can trust Anchor’s expertise, as they serve individuals, families, financial advisors, businesses and institutions of all ages and wealth levels, from those just starting out to established, sophisticated investors.

Anchor’s approach is not just about managing your wealth; it is about understanding your needs and providing a unique financial solution.

Please click on the links below for more details Anchor’s offering:

  • Holistic personalised financial advice and wealth management
  • Local and global estate planning and solutions
  • Share portfolios / unit trusts
  • Retirement solutions
  • Forex solutions at very competitive rates, including single discretionary allowance, annual investment allowance and asset swaps
  • Special investment options / structured products
  • Life assurance wrappers
  • Share portfolios / unit trusts
  • Tax-efficient investments and related structuring
  • Expedited working capital funding
  • Forex solutions at very competitive rates, including asset swaps
  • Outsourced treasury function
  • Group benefits

For more information on Anchor’s services or to arrange a meeting with a dedicated wealth manager, kindly click on this link.

Alternatively, please complete the form below and we will be in contact shortly to further understand your needs and refer you to the relevant expert.