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Welcome to C-suite Invest

C-suite Invest is a bespoke investment solution tailored for the modern executive. Designed with the discerning needs of C-suite professionals in mind, C-suite Invest offers a streamlined, efficient investment experience that complements your busy lifestyle.

CORE SERVICE OFFERING

What does C-suite Invest give you?

Exclusive market insights & research

Personalised expert advisory services

Investment platform

Get started with C-suite Invest

Sign up for exclusive content, market insights & personal financial advisory services:

BENEFITS

Why choose C-suite Invest?

Expert Wealth/Asset Managers

Direct access to seasoned wealth and asset managers, ensuring personalised strategies that align with your financial ambitions.

Global Investment Opportunities

The freedom to invest across the globe, tapping into a world of diverse and lucrative markets.

Freedom of Choice

Enjoy the autonomy to select investment paths that resonate with your personal and professional aspirations.

Diverse Investment Options

A broad spectrum of investments, portfolios, and exclusive opportunities opens the door to global financial markets.

Lifetime Membership

Once you join C-suite Invest, your membership is lifelong, securing your and your family’s financial future.

Family Access

Extend the benefits of your investment strategies to your family, ensuring their prosperity and financial security.

Why Anchor?

Your preferred investment partner

Personalised financial mapping

Mapping out a strategy that aligns with your personal and professional aspirations.​

Open architecture platform with flexibility across markets

Offer unbiased advice and access to a wide array of investment products from multiple service providers locally and globally.​

Client-centric approach

Our goal is to cultivate a relationship where trust and client satisfaction are paramount.​

The team

Meet your dedicated wealth managers

Damian Johnson

Wealth Manager

Damian (CFP) has worked in financial and investment advisory since 1999. His career includes several years as an investment banker in London and New York and subsequent tenures with well-known wealth management advisory businesses in South Africa. Damian’s passion and area of focus have been on planning and managing family wealth. He is passionate about investment markets and thrives on the responsibility clients place on him to help them navigate the risks and opportunities which markets represent.

Peter Lavett

Wealth Manager

Peter grew up in Sweden and worked for two Swedish private banks in Stockholm for 14 years prior to moving to Durban in 2000. After settling in South Africa, Peter worked at Pioneer International and Citadel, before joining BoE Private Clients/Nedbank Private Wealth (NPW) as a client relationship manager in the Durban investment team. Peter formed part of the investment strategy committee at NPW and also headed up the regional team for a number of years. Since moving to Anchor in 2015, Peter’s role is that of wealth manager which allows him to establish strong relationships with his clients. Peter advises on retirement and discretionary portfolios locally and offshore across a broad spectrum of clients from individuals and family trusts to non-profit organisations.

Alex Turner

Wealth Manager

Alex has worked in the banking and financial services industry since 1996. After University, she joined one of the big-four banks acquiring essential banking knowledge and experience before travelling to London to join Citibank UK, where she worked for 2 years. After returning to SA, she joined the Board of Executors (now Nedbank Private Wealth) where she built her career specialising in banking, treasury and private client investments. She was part of the investment team which started the Durban office of Anchor Private Clients in May 2015 and has a particular interest in advising and managing investments for retirees and the philanthropy sector.

Patrick Rivalland

Fiduciary Specialist

Patrick holds a BA LLB qualification and is an admitted attorney of the High Court of South Africa. His fiduciary and wealth management experience goes back to 1999, having previously worked at BoE Private Clients and Nedbank Private Wealth.

Nicola McMurtry

Wealth Manager

Nicola started her investment career working for a London stockbroker in 1994. After returning to SA, she joined the investment team at one of the big-four banks in 1996, where she managed portfolios for high-net-worth individuals, family trusts, charitable foundations, and non-profit organisations and also contributed to the national investment strategy. As part of the Anchor team, Nicola contributes to investment strategy and manages retirement and discretionary portfolios locally and offshore across all asset classes. She holds a BCom Economics Degree as well as numerous industry qualifications

Paul Patterson

Wealth Manager

Paul began his career in the financial services industry in 1994 as an equity dealer on the JSE trading floor in Johannesburg. Over the years, he has accumulated extensive experience in private client portfolio management and stockbroking. Paul is responsible for portfolio management services of a large Anchor private client base, covering local and international investments.

Karen Harilal

Wealth Manager

Karen has a BCom Honours Degree from Unisa. She has been operating within the financial and investment advisory field since 1996 and 1999, respectively, in a career that includes being an investment specialist for Investec and a client relationship manager for ten years with BOE Private Client /Nedbank Private Wealth. Karen has worked at Anchor Securities Private Wealth since 2015. Her passion and area of focus has been the management of family wealth and working with non-profit organisations.

Research, Market Updates & Insghts

What content can you expect?

Receive our daily Current Co-ordinates Newsletter

Latest market analysis and insights. Each edition is packed with expertly written commentary, research, and actionable advice from leading industry specialists, designed to keep you informed and ahead in the financial world.

Invites to webinars & events

Unlock premium insights through our exclusive webinars and events, crafted to elevate your investment knowledge and deliver significant value.

Expert research - Relevant tips, insights, trends & market commentary

Unlock exclusive insights, top investment strategies & tips through our expert research aimed at informing and educating.

Explore the latest insights...

2024 Food price trends: Global shifts, local impacts, and what’s ahead in 2025

In January 2025, the Food and Agriculture Organization (FAO) of the United Nations reported that its Global Food Price Index (FFPI), a key measure of...

Eskom’s Balancing Act: Navigating Energy Security, Financial Strain, and Future Reforms

Eskom has again taken centre stage in local news following the unexpected return of loadshedding (over the weekend of 1-2 February) and the latest tariff...

Webinar – Where the Money will be Made 1Q25

On Monday (3 February), Anchor hosted a Where The Money Will Be Made webinar, providing a comprehensive overview of our latest strategy report, The Navigator...

January local commentary: After a three-month losing streak, the JSE ends in the green

South African (SA) equity markets bounced back from a three-month losing streak in January (FTSE/JSE Capped SWIX Index +2.6% MoM). Miners had held the local...

Despite a volatile month, most global equity markets and the JSE end January higher

The January Barometer Stock Market Effect is a market strategy which looks at how the S&P 500 performs in the first month of any given...

Global headwinds drive the SARB to a hawkish 25-bp rate cut

As widely anticipated, the South African Reserve Bank’s (SARB) Monetary Policy Committee (MPC) opted to lower the repo policy rate by a measured 25 bps...

FINANCIAL NEEDS ASSESSMENT

How do we approach your financial needs?

We focus on prioritising personalised investment guidance over one-size-fits-all products. 

Get started with C-suite Invest

C-suite Invest presents three distinct pathways to align with your investment style and desired level of involvement

OPTION 1

DIY (Do it yourself)

For those who prefer to take the reins, our platform offers self-directed investment options, allowing you full control over your portfolio choices.

OPTION 2

Guided

Ideal for executives seeking expert advice without relinquishing control. This option provides access to our wealth managers for guidance, ensuring your decisions are informed and strategic.

OPTION 3

Managed

Our full-service solution where our team handles all aspects of your investment portfolio. Tailored for busy C-suite professionals, this option guarantees that your investments are actively managed to align with your financial goals.

Frequently asked questions

Want to find out more?

C-suite Invest is a premium, personalised investment service designed for senior executives. It offers bespoke financial strategies, global investment opportunities, and lifelong advisory support to help you manage and grow your wealth effectively while balancing your professional and personal goals.

 

You can access a diverse range of investments, including:

  • Global equities and bonds
  • Property investments (local and offshore)
  • Alternative investments (like hedge funds and private equity)
  • Tax-efficient options, including TFSAs and retirement annuities
  • Custom portfolios aligned with your risk profile and financial goals

A financial needs assessment is a personalized consultation with your wealth manager to identify your financial objectives—whether it’s retirement planning, tax optimisation, or capital growth. This process ensures that your investments align with your lifestyle and long-term goals.

During your initial consultation, we’ll conduct a comprehensive risk assessment to align our investment strategies with your personal risk tolerance and financial objectives.

Yes! Your membership extends to your family, giving them access to expert financial advice and personalised wealth management strategies, ensuring their financial security alongside yours.

C-suite Invest provides flexibility, allowing for quick access to your funds depending on the investment type. Your wealth manager will guide you through any withdrawal processes and help you manage liquidity effectively.

Our fees are competitive and transparent, with no hidden charges. You will receive a detailed breakdown of management fees, advisory fees, and any additional costs during the onboarding process.

Getting started is simple:

  1. Book a financial needs assessment with your wealth manager.
  2. Review your personalized investment plan.
  3. Begin your investment journey with ongoing guidance and support.

Get more insights about your financial goals...

Get in touch for regular insights and market updates to help you with your financial goals.

Get Started with
C-suite Invest

Ready to elevate your investment strategy? Begin your journey with C-suite Invest today and unlock a world of exclusive investment opportunities tailored for C-suite executives. Simply fill out the form below to get in touch with one of our expert wealth managers, who will guide you through the personalised investment solutions that best suit your financial goals.

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WEBINAR | The Navigator – Anchor’s Strategy and Asset Allocation, 2Q24

Anchor CEO and Co-CIO Peter Armitage will host the webinar, provide an introduction to current global and local market conditions and give his thoughts on offshore equities. Together with Head of Fixed Income and Co-CIO Nolan Wapenaar, Pete will also discuss Anchor’s strategy and asset allocation for 2Q24, focusing on global equities and bonds. In addition, Fund Manager Liam Hechter will provide insights into local equities, highlighting some investment ideas; Global Equities Analyst James Bennet will discuss Ferrari and give an update on Tesla, and finally, Analyst Thomas Hendricks will participate in a Q&A with Peter, explaining the 10-year US Treasury to attendees.