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Tuffias,

in partnership with Anchor, would like to introduce you to our wealth division

Please contact us to set up an investment and risk review with one of our dedicated wealth managers.

CORE SERVICE OFFERING

What does Anchor Capital give you?

Exclusive market insights & research

Personalised expert advisory services

Investment platform

Personal SharePortfolios


Share portfolios tailored to your unique investment needs. We also provide tax-efficient structuring, derivatives and carry facilities.

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GLOBAL INVESTMENTSOLUTIONS


Share portfolios and unit trusts giving you access to markets outside of South Africa.

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Solutions foryounger investors


A holistic investment solution designed to meet the needs of those new to investing.

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UnitTrusts


A broad range of local and offshore unit trusts.

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HedgeFunds


Unit trusts and personalised hedge fund solutions

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BENEFITS

Why choose Anchor Capital?

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 Anchor, 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.

PRODUCTS AND SERVICES

PERSONAL SHARE
PORTFOLIOS

Share portfolios tailored to your unique investment needs. We also provide tax-efficient structuring, derivatives and carry facilities.

GLOBAL INVESTMENT
SOLUTIONS

Share portfolios and unit trusts giving you access to markets outside of South Africa.

HEDGE
FUNDS

Unit trusts and personalised hedge fund solutions.

UNIT
TRUSTS

A broad range of local and offshore unit trusts.

CORPORATE INVESTMENT SOLUTIONS

ENHANCED TREASURY​
FUNCTION

  • Corporate cash management account: Centralised, consolidated visibility of all business cashflows.
  • Bespoke short-term investment solutions: Tailored options to earn returns on idle capital while maintaining liquidity.

FOREIGN EXCHANGE​
& ASSET SWAPS

  • Inward and outward payments: Seamless transfers in any currency.
  • CFC accounts: Corporate foreign currency accounts for streamlined forex management.
  • South African Reserve Bank (SARB) approval: Get SARB approval for your international transactions.

HEDGING
SOLUTIONS

  • Currency hedging.
  • Futures and forward contracts.
  • Collars and options.

Our experts work with your finance team to build strategies aligned with your exposure and forecasts.

LONG TERM INVESTMENT
SOLUTIONS

  • Local and offshore portfolios.
  • Institutional-grade asset management.
  • Liquidity-matched mandates.

Designed to align with your objectives, compliance needs, and risk appetite.

GROUP
BENEFITS

  • Retirement annuities and pension schemes.
  • Group risk: Life cover, disability, income protection.
  • Custom structuring for teams of all sizes.

We help structure, manage, and review your group solutions to ensure long-term value.

C-SUITE
INVEST

Core offering:

  • Personalised wealth advisory.
  • Global investment platform.
  • Exclusive market insights.

LET's TALk

Meet your dedicated wealth managers

Web_Luke-Karam
Luke
Karam
Wealth Management

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.

18521
d-bethell
David
Bethell
Wealth Management

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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Why Anchor?

Anchor is an entrepreneurial wealth and asset management business

We’re not just investment managers — we’re your strategic finance partner.

  • Specialised knowledge – Our team brings a wealth of financial and investment experience, accumulated over decades, to the table.
  • Global access – With Anchor, you can confidently explore opportunities across borders and markets, empowering your business to reach its full potential.
  • Tailored solutions – At Anchor, we understand that your business is unique. That’s why we don’t offer off-the-shelf packages. Instead, we build every solution around your specific needs, ensuring you get the best possible outcome.
  • Client-centric approach – Our service is discreet, efficient, and aligned with your business strategy.

Anchor has an absolute focus on the two most important parts of our business:

Clients

Investment process

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.

FORMAT:

CATEGORY:

A Measured Turn: SA’s 2025 MTBPS Angles Towards Fiscal Credibility

On 12 November 2025, Finance Minister Enoch Godongwana delivered South Africa’s (SA) Medium-Term Budget Policy Statement (MTBPS), a key mid-year fiscal update that reviews performance...

Anchor’s wish list for the November 2025 MTBPS

On 12 November, South Africa’s (SA’s) Minister of Finance Enoch Godongwana will deliver the 2025 Medium Term Budget Policy Statement (MTBPS). The MTBPS plays an...

Coffee Table Economics with Anchor

Coffee Table Economics (CTE) with Anchor, written by Casey Sprake, is published periodically and offers a thoughtful mix of research, analysis, and commentary. Covering everything...

October local commentary: The JSE rally broadens as precious metal miners lose momentum

The JSE continued its strong run into October (FTSE/JSE Capped SWIX Index +1.8% MoM), leaving the local bourse up 33.4% YTD. The shape of the...

October global commentary: Stocks surge as rate cuts and AI optimism fuel risk appetite

Developed market (DM) equities climbed for a seventh consecutive month in October (MSCI World Index +2% MoM), pushing DM equity market performance to a 20.2%...

Resilience amid volatility as most global markets and the JSE end October higher

The October Effect, a psychological phenomenon where investors anticipate equity markets to decline in October, was disproven. Despite its reputation as a month of volatility...

FINANCIAL NEEDS ASSESSMENT

How do we approach your financial needs?

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

Contact Us

Speak to a specialist today

Get in touch to connect with one of our senior advisors and see how Anchor Capital can support your business and leadership team.

SUBSCRIBE TO OUR NEWSLETTERS

Subscribe to our newsletters to receive regular market commentary, research and updates from the Anchor team.

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.