Anchor Private Clients

As the head of the Private Clients team at Anchor, Brendan co-ordinates a large team with a diversity of skills and experience that assists investors in finding appropriate solutions. Brendan has worked in the financial services industry since 2000 and joined Anchor in 2014. Prior to joining Anchor, he served as CEO of Pioneer Financial Planning for 6 years and as a Director at Pioneer for 10 years. Brendan’s career also includes working at Sage Life and at Sasfin as a financial advisor. He has a certified financial planner (CFP) qualification as well as a BA.LLB from the University of Natal (PMB).

Darryl has worked in the financial services industry since 2005, servicing the needs of high-net-worth clients in South Africa. He obtained a BCom Honours in Finance from Wits and is a CFA charter holder. Most importantly, Darryl is passionate about global investment markets and obsessed with providing exceptional client service.

Andrew has a CA (SA) qualification and completed his articles at PKF Johannesburg (now Grant Thornton). He joined the financial services industry in 2014, initially working at Robert Cowen Investments (RCI), where he oversaw operations. Andrew joined Anchor in 2015 as head of corporate finance when Anchor bought a majority stake in RCI. In 2016, Andrew managed the due diligence process at Capricorn Fund Managers (CFM) as part of Anchor’s investment in CFM. After completion of the CFM transaction, he was made a non-executive director. His qualifications, experience, and depth of knowledge of CFM led to Andrew taking responsibility for the operations of the South African business, and he became CFM CEO. Andrew is currently a managing director at Wild Dog Capital (WDC), a division of Anchor, a position he took in 2019.

Harold’s interest in the stock market started at the age of 18 while studying at the University of Cape Town, and then completing his BCom degree (economics/auditing) through Unisa. His interest in, and passion for financial markets, which started in his university days, turned into a career when he took the opportunity to partner with an accounting firm and started a wealth planning company in 1995. The business expanded rapidly and in 2005 he had the opportunity be part of the S&P award-winning fund management team as well as being a founder and director of several financial services companies. In 2013, after meeting with Anchor CEO Peter Armitage, Harold started the Cape Town office for Anchor. Harold is passionate about markets, people, and has a win-win mindset.

Lee majored in economics and English with a postgraduate CFP Diploma. He has worked in financial markets since 1999. In his previous career, Lee was once a fireman, and taught English and economics to A-level students in London. His teaching skillset has been invaluable in conveying investment advice to clients in a clear and succinct manner. Lee circumnavigated the world with his wife, surviving on a budget of $10/day and his kids' middle names are Nkosimphile and Lebogang. Ernie Els and CS Lewis are his heroes. Lee absolutely loves what he does.

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.

Being in the industry since 1988, Renier joined Anchor in 2014. Before this, Renier gained experience working at Sanlam, Standard Bank and Investec and qualified as a CFP. He developed a passion for building and maintaining long-term relationships with clients, thus holistically preserving and growing their wealth over time. Married to Annalene since 1993 and blessed with two sons (Henning and Nicholas), Renier loves being a family man. Renier’s other passions are trumpet playing and mountain biking. To him, reaching out to others is the only way to have a true, eternal impact.

Rob has been a practising member of the SA Institute of Stockbrokers (SAIS) since 1996. During this period, Rob has managed and advised high-net-worth individuals on their global investments.

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.

Alistair obtained his Certified Financial Planner™ (CFP®) designation in 2010 and completed a BCom degree in 2001. Throughout his career, he has demonstrated a passion for financial and wealth planning, particularly for high-net-worth individuals, guiding them towards achieving their unique financial goals and aspirations. From investment management and retirement planning to estate planning and tax optimisation, as a critical thinker, he has developed a comprehensive skill set to address diverse and unique partnerships with his clients. Alistair is driven by wanting to help and connect with people. He prioritises building long-lasting relationships based on trust and genuinely understanding his clients' wants, needs and personal circumstances. Alistair joined Anchor in 2024

Chaice has a BCom Honours degree and started his career at FX Capital in 2011, delving into the intricacies of international trade and honing his skills in navigating the complexities of global markets. He then moved into banking, working at esteemed institutions such as Sasfin and Bidvest Bank. He held pivotal positions there, including area head, and sat on the Exco, influencing strategic decisions and driving organisational growth. More recently, during his nine-year tenure at Investec Private Bank, Chaice diversified his expertise across multiple roles, gaining invaluable insights into client-centric solutions. In 2023, he moved to Anchor, assuming the role of wealth manager. He is passionate about delivering tailored financial solutions and empowering individuals and businesses to achieve their financial goals.

Curt, a Certified Financial Planner (CFP®), joined Anchor in 2024 and brings a wealth of expertise to the team. Before joining Anchor, he gained experience at ABSA Capital, RMB Private Bank and Westbrooke Alternative Asset Management. Curt holds a BCom (Hons) in investment management from the University of Pretoria, a CIMA CGMA® professional qualification, and completed a post-graduate financial planning degree through UFS. Most importantly, Curt is driven by a desire to comprehend and appreciate each client's unique financial situation, enabling him to effectively assist them in realising their financial goals through tailored financial solutions.

Danny graduated cum laude with a BCom (Honours) in Economics and Risk Management. Driven by his strong interest in financial markets, he has also passed CIPM® level 1 and the SAIFM Equity Market Exam. As a portfolio manager, Danny is dedicated to providing value and promoting financial growth for his clients through appropriate risk management and well-informed investment strategies.

Heidi has worked in the financial services industry since 1993, servicing the needs of high-net-worth clients in South Africa and around the globe. She obtained a BEcon Degree from the University of Stellenbosch, is a registered financial planner (CFP), and has a diploma in Financial Markets and Instruments. Heidi is passionate about financial planning, investment management, and, most importantly, generating wealth for her clients by providing unmatched client service. At the start of 2020, Heidi opened the Anchor Stellenbosch office.

Johmar joined Anchor in 2023. He emphasises quality, transparency, and tailored advice to expand his client base. He has accumulated experience and industry knowledge, establishing and servicing a network of professional clients spanning various sectors. Johmar's passion for client interaction drives his commitment to meeting their needs. He holds a BCom Honours (Strategic Management) and a Postgraduate Degree in Financial Planning from the University of Stellenbosch.

Kent has worked in the financial services industry since 2010 and spent 12 years as a banker at Investec. He has expertise in relationship management, structured lending, cash investments, foreign exchange, and wealth management. Kent joined Anchor in November 2022.

Lara joined Anchor in 2021 and heads up Business Development for Wild Dog Capital SA and UK. She holds a BCom (Hons) from the University of Stellenbosch.

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.

Richard holds a BCom and Postgraduate degree in Financial Planning from Stellenbosch University. He is currently on track to achieve the Certified Financial Planner (CFP) designation. Richard embarked on his journey in the financial services sector in 2021. His commitment to continuous learning and professional development led him to join Anchor in 2023, where he applies his expertise to deliver personalised, client-focused solutions. Richard's philosophy revolves around the belief that knowledge is paramount in his field, and he is driven by a genuine passion for providing exceptional service to his clients.

Scott joined Anchor in March 2022 as part of the Wealth Management team. He earned a BCom in Entrepreneurship and Innovation and a BCom Honours in Strategy and Innovation at Stellenbosch University. Subsequently, he completed a Postgraduate Diploma in Financial Planning through the Stellenbosch Business School. Scott is deeply passionate about financial markets and is dedicated to assisting clients in creating value and achieving their financial goals.

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.