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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

Benefits

Why Anchor

Your Wealth Manager

Research

Financial needs assessment

FAQ's

CORE SERVICE OFFERING

What does C-suite Invest give you?

Exclusive market insights & research

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Personalised expert advisory services

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Investment platform

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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

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David Bethell

Wealth Manager

David comes from an auditing background, and he articled at PKF Johannesburg, where he worked as a consultant before joining Anchor as a wealth manager in 2018. He specialises in wealth and asset management.

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Luke Karam

Wealth Manager

Luke combines a solid accounting background with expert knowledge in tax strategies to deliver comprehensive wealth management solutions. With an accounting degree from Stellenbosch University and completion of the Level I CFA exam, Luke’s financial expertise is both broad and deep. Prior to joining Anchor in 2022, Luke worked as a tax consultant, gaining significant insights into tax regulations and their impact on financial planning. This experience enhances his ability to offer clients tailored investment solutions with strategic tax considerations. At Anchor, Luke excels in creating customized wealth management strategies, seeing the bigger picture to ensure clients' financial goals are met effectively. His proactive approach and commitment to broadening his service offerings reflect his dedication to exceptional client service.

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Tamzin Stroucken

Wealth Manager

Tamzin completed a BCom (Investment Management) at the University of Pretoria and is a CFA charterholder. She has also completed a Social Entrepreneurship programme through the University of Oxford, has done a Masters in Coaching and is currently studying Industrial and Organisational Psychology. Tamzin has worked in financial markets since 2011, including working with clients and managing mining rehabilitation funds. She oversees people and leadership development for Anchor. With a keen interest in behavioural finance, social entrepreneurship, psychology, impact investing and financial literacy, she loves understanding and working with people to help them achieve their financial goals.

Research, Market Updates & Insghts

What content can you expect?

Subscribe

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...

Subscribe for market updates and other insights

South Africa’s May Inflation Holds Steady, But Risks Loom on the Horizon

  • Casey Sprake, Economist

South Africa’s (SA) May headline consumer inflation (CPI) held steady at 2.8% YoY, unchanged from April. While fuel disinflation continued to exert downward pressure, this...

Read More

Coffee Table Economics with Anchor

  • Casey Sprake, Economist

Coffee Table Economics (CTE) with Anchor, by Casey Sprake, is distributed periodically. CTE is a compilation of Casey’s research, analysis, and perspectives on key South...

Read More

Turning Potential into Power: Africa’s Rise as a Global Growth and Investment Frontier

  • Casey Sprake, Economist

Africa is not a monolith, but a continent of striking contrasts and interconnected possibilities. It encompasses everything from mineral-rich highlands and expansive agricultural zones to...

Read More

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

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.

Get started

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.

Get started

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.

Get started

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 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.

Tax Campaign Contact Form

By completing this form you agree to Anchor Capital's Terms and Conditions.

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.

Register Now