Peter is a CA (SA) and started his career in global financial markets in 1994. He has worked as an analyst, head of research and chief investment officer at a number of SA’s top financial institutions, including Merrill Lynch, Deutsche Bank, Nedbank, and Investec Wealth & Investment. Peter has been rated the top investment analyst in the annual Financial Mail rankings a record 21 times and was also rated as the top analyst in SA by Finance Week in 1999. Peter founded the Anchor Group in January 2012 and has built it into a R110bn global investment management and wealth business serving over 15,000 clients. Anchor’s staff of over 350 manage many big SA pension funds and numerous ultra-high-net-worth families.

Omair is a CA (SA) having served articles with KPMG. At KPMG, Omair was part of the Financial Services division and the Financial Engineering Group where he gained experience in the global and local financial markets auditing financial institutions. Omair joined Anchor in September 2014 as group financial manager in charge of the finance team and financial reporting on behalf of the group.

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).

Deon has worked in the financial services industry since 1999, including in wealth management, structured finance, and banking leadership roles. He spent 11 years of his career at Investec Bank, starting in the private client growth and acquisition finance team before leading the Johannesburg and SA banking business and subsequently heading private banking. Deon has significant experience in deal-making and leading teams in large, private client-driven businesses. Deon holds an MBA H Dip Financial Planning Law and is an alumnus of Harvard Business School. He joined Anchor in 2023.

Neil has been in the financial services industry since 1993. He was part of the founding teams of both Glacier and Citadel Administration Services and was then the CEO of The Citadel Group. Neil has the following qualifications BSC, BComm Honours (in Actuarial Science), and CAT.

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.

Nolan is a CA (SA) and holds a M Comm qualification. He started his fixed-income career in 1999, with experience gained in London, New York, and South Africa. He has previously worked at Rand Merchant Bank and Deutsche Bank.

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.

Matthew has a B Com (Law and Management) from Wits University. He has been working in the financial services industry since 2004. He started his career as a private banker at Investec and subsequently moved into Investec Wealth and Investment as an investment specialist. He has taken responsibility for sales and marketing for Anchor since its inception and is now the Head of Business Development across the Anchor Group.

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.

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.

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

Angus has worked in the stockbroking industry since 2005. He started his career with BOE Stockbrokers Durban branch and was appointed administrative manager of the Durban branch in 2007. Angus Joined Grindrod Securities in 2011 as administrative manager to head a start-up venture for the Grindrod listed entity. He joined Anchor Securities in September 2016.

Anthony has worked as an independant financial adviser and wealth manager since 2006, specialising in all aspects of investments, both local and offshore. He studied a BA (LLB) through Wits and initially practised as an attorney. Anthony currently also assists clients with their risk and business assurance needs.

After completing his bachelors (B Comm) degree at the University of Stellenbosch, majoring in accounting and commercial law, Barry joined Huysamer Stals Stockbrokers as an equity trader in 1998. In 2000, he completed the South African Institute of Stockbrokers' (SAIS) membership exams and was elected as a member in March 2001.After the corporate takeovers of Huysamer Stals, first by the Dutch bank ABN Amro and then by Sanlam Private Investments, Barry joined PSG Investment Services as a stockbroker in 2001. He headed up PSG’s Nelspruit office from 2001 until 2018 when he joined Anchor Private Clients. He is currently registered as a Category 2 portfolio manager with the South African Financial Services Board for the management of both local and offshore equity portfolios.

Basil is a Certified Financial Planner. He joined Anchor in 2016 as an IFA seeking succession planning and found Anchor fit for the role. He has worked in the financial services industry since 2010 and has valuable experience in portfolio management, wealth planning, and tax. Basil can provide clients with a diverse approach to reaching their long-term financial goals and needs. In 2010, he obtained a BCom Degree in investment management from the University of Stellenbosch and completed a post-graduate degree in financial planning. Basil has also passed the JSE Registered Persons Examination in equity markets and the JSE Trader Examination. He attended the Association for Savings and Investment South Africa (ASISA) analyst boot camp in 2013.

Brad has a BCom Degree from the University of Pretoria and he has worked in local and global financial markets since 2006. He has experience on both the buy- and sell-sides, after working for large trading houses in London and South Africa prior to Joining Anchor in 2012. Brad is responsible for local and offshore equity trading.

Bradley completed his BCom Accounting & Economics Degree and his Honours in Investment Management at Rand Afrikaans University. He has worked in the financial services industry since May 2005 and has managed portfolios on a full-discretionary and pro-actively advised basis. During this time, Bradley also provided market commentary and researched short-and long-term trade ideas. Bradley joined Anchor Private Clients with a wealth of experience and a proven track record of wealth creation for clients. Managing clients’ money globally and domestically is where his forte lies.

Bryan has worked in South African, African and Global financial markets since 1999. He is currently employed by Anchor Capital (Mauritius) Ltd, where he is a director and actively involved in the investment process for the global offshore equities and multi-asset segregated funds. Preceding this, Bryan was an independent investment analyst, researching, analysing, and valuing global, African, and South African investment opportunities on a quantitative and qualitative basis. Previously, Bryan was also a senior international investment manager at Canon Asset Managers (Pty) Ltd.

Bryan has worked in the financial services industry since 1966 and his expertise extends to estate, tax, investment, and retirement planning for individuals. Bryan advises companies on how to structure retirement funds and health programmes. He also advises many leading businesspeople on how their investments should be structured both locally and globally. As part of his commitment to educate the public on all financial issues, he has for over 25 years been on SAFM every Tuesday morning at 10AM, discussing financial matters. Over this period, Bryan has assisted over 20,000 individuals across SA. Bryan hosts his own live television programme on Monday evenings (You and Your Money on Business Day TV [channel 412]), where he takes calls from the public which he and his panel of invited guests answer live on air. Bryan has written two books - Bryan Hirsch’s Guide to Personal Finance and Steps to Financial Freedom.

Casey holds an MCom in Economics and joined Anchor in 2019. She brings her passion for economics into the fixed-income space, particularly regarding global and African country analysis.

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.

Chris is a former lawyer who joined a stockbroking firm in 1988. Since then Chris has run both asset management and stockbroking teams in the private client space. He joined Anchor in 2014.

Chris has worked in the financial services industry since 2002, focusing on private client portfolio management since 2006. He has fulfilled several roles in this space and has been fortunate to lead a large national stockbroking business and have the opportunity to start new operations from the ground up. Chris has served as a director of multiple stockbroking entities and was a prior council member of the South African Institute of Stockbrokers. Chris joined Anchor in November 2022 as a portfolio manager with a specific focus on running segregated equity portfolios, both locally and offshore, for wealthy South African families.

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.

Clive Thornton is a South African Institute of Stockbrokers (SAIS) member and a certified public accountant (CPA US). He joined BoE (later Nedbank Private Wealth) in 1997 and formed Grindrod Bank Stockbrokers, which Sanlam Private Wealth bought. He retired from Sanlam when he reached 60. Clive joined Anchor in October 2021.

Working at Anchor since 2016, Craig is trained as a social anthropologist (BSocSc Hons from the University of Cape Town), and is also a registered financial planner. He worked at Discovery for six years as a consultant prior to joining the Anchor team. Currently, Craig advises clients at Anchor and prides himself on being the one person in the business who can advise clients on all aspects of their portfolios, from health to risk and investments.

Craig has a BCom Business Management Degree from the University of Pretoria and has worked in financial markets since 2015. Craig is responsible for trading equities in the local and offshore market and also assists with the settlements of trades.

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.

Danie studied applied mathematics and computer studies at the University of Stellenbosch before spending 3 years in London. On returning to South Africa, he joined BoE (later Nedbank Private Wealth) in 2001 and worked at BOE/Nedbank Private Wealth until joining Anchor in 2021. He is a practising member of the SA Institute of Stockbrokers (SAIS) and has over 20 years’ experience in private client portfolio management and stockbroking in both local and global markets.

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.

David has managed the Anchor Worldwide Flexible Fund since its inception in May 2013 and the Anchor Global Technology Fund since its inception in June 2019. He joined the investment industry in 1994 as an equity analyst at LIBAM. David has a BSc (Med) degree from UCT and is a CA (SA) and CFA charterholder.

David joined Anchor as a wealth manager in 2014 after working at Pioneer Financial Planning as an independent financial advisor. David is a qualified certified financial planner (CFP®) and has an honours in Financial Planning from the University of Johannesburg. He specialises in building retirement investment portfolios for clients nearing or currently entering retirement. David currently resides in the UK, where he is heading up the private client offering for Anchor clients that are emigrating.

Deryck has a Bachelor of Commerce in Economics, majoring in investment management. He joined Nedgroup Private Wealth Stockbrokers in 2007. Deryck has had a keen interest in markets from a young age and has a strong understanding of the underlying sentiment that pushes and pulls markets. He built up a robust and successful book over the years with a spectacular and consistent track record of performance. He has been involved in financial markets and managing portfolios since 2009.

Duncan entered the financial services industry in 2016, completing a BCom and a Postgraduate degree in Financial Planning at the University of Stellenbosch. Over the years, he has gained invaluable experience and knowledge of the industry and a vast network of professional clients across multiple industries. Building a network based on quality and transparent and bespoke advice has been key to the growth of his client base. Easily approachable and reliable, Duncan has a passion for working with people, and it shows through in his determination to fulfil his clients’ requirements.

E.C. qualified as a chartered accountant in 2005. He was an audit partner in a mid-tier audit firm in Pretoria until 2017, when he left the audit profession and became the CFO of a corporate finance company until he joined Anchor in 2020 as wealth manager.

FJ has a BCom Investment Management degree from the University of Pretoria as well as a BCom Honours degree in Business Management specialising in financial- and investment management from Unisa. He has also passed the second level of the CFA designation. FJ started working at Anchor fresh out of university in 2012 as an equity analyst covering the local resources and banking sectors and soon moved to global equities, where he enjoys looking for under-the-radar companies and new opportunities. Over time, FJ has moved more into portfolio management and trading and has been responsible for the management as well as trading of offshore private client portfolios. His strengths are in the construction and management of portfolios, identifying opportunities (short- as well as longer-term) and trading.

Grant is a CA (SA) having served articles with Grant Thornton. During his time at Grant Thornton, he audited various clients in a wide variety of industries. He joined Tiger Brands in 2018 and moved to Anchor in 2019 as financial manager, where he is a resourceful and integral team member of the finance function.

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.

Hendré has been working in the financial services industry since 2007, with most of this time spent at Investec Private Bank as a private banker servicing high-net-worth individuals. He also held a leadership role within the Investec Private Banking Pretoria banking team. He obtained a BCom (Marketing) degree from the University of Pretoria and a Postgraduate Diploma in Financial Planning from the University of the Free State. Hendré is passionate about the network of clients he has built up and engaged with since 2007 and hopes to add value to their wealth creation and retirement planning going forward.

Henning joined Anchor in June 2021 as part of the Wealth Management team. He completed a BCom Honours in Investment Management from the University of Pretoria in 2020 and continues to study part-time. He is passionate about all aspects of the investment process.

Henré has worked in stockbroking, specialising in derivatives trading, forex, and technical analysis, since 2007. He completed a BCom Degree in Investment Management through the University of Pretoria and has also completed several courses in advanced technical analysis. In 2014, Henré joined Anchor to assist with building client wealth and to expand Anchor’s expertise in the field of derivatives and forex. The implementation of a effective money and risk management process ensures that short-term trades are successful over the long term and this is where short-term gearing is used extremely effectively through the proactive guidance that Henré is able to provide.

After working in the corporate finance team at Pinnacle Technology Holdings (JSE: PNC), Henry joined the Anchor investment team in 2015, initially as an equities analyst (contributing to both the local and offshore investment processes) and now serving as head of asset management at Anchor Group subsidiary AG Capital. Henry is a CFA charterholder and holds a BCom Investment Management from the University of Johannesburg.

Jaco has been working in the financial services industry since 1992. He obtained a BCom (LLB) Degree from the Nelson Mandela Metropolitan University (NMMU) and has worked for Old Mutual, Citadel ,Investec, and RMB Private Bank focussing on providing financial advice to high-net-worth clients. Jaco joined Anchor in 2016.

Jacques has a BCom Degree from the University of Stellenbosch, a Registered Securities Trader qualification through the JSE and a Registered Persons Exam qualification through the South African Institute of Financial Markets (SAIFM). He has worked in the financial services industry since 1996 and in stockbroking and derivatives since 1998. Jacques joined Anchor in 2015.

James has a BCom Hons from the University of the Witwatersrand and started his career at UBS (and its predecessor firms) in Johannesburg in 1994. During his 20-year career at UBS as a sell-side analyst, he was rated among the top 2 in the SA diversified mining sector for 14 consecutive years (by the annual Financial Mail Ranking the Analysts survey) up until his departure in 2014. He was also rated the number one analyst in the SA steel sector for nine consecutive years. From 2015 to 2018, James covered the SA diversified mining sector at Citi. Since then, he has managed his own global stock portfolio, primarily investing in the US, China, and Europe. James started at Anchor in 2022, covering global listed companies.

Jonathan holds a BBusSc (Finance and Econ) from UCT. He has worked in financial markets since 1998, commencing his career with Simpson McKie. Jonathan returned to South Africa in 2011 and managed Sasfin Securities in the Western Cape before joining Anchor in 2020. He has gained global investment expertise managing high-net-worth clients’ equity and derivative portfolios in Australia and South Africa.

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.

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.

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.

Lana joined Anchor in 2021 after completing her undergraduate degree in investment management at the University of Stellenbosch. She also holds a postgraduate diploma in financial planning and obtained her CFP® designation in 2022. Lana is currently involved in the portfolio management team, which focuses on servicing bespoke private client needs.

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.

Latoya holds a BComm Statistics degree from the University of Pretoria. She has worked in investment operations and portfolio administration, specialising in implementations and trading, since 2013. Prior to joining Anchor in January 2020 as a Middle Office Specialist, she worked at Sasfin where she was an operations coordinator in the company’s asset management division and later joined Alexander Forbes Investments as an implementations and transitions specialist.

Leigh completed a B.Com Honours degree in Finance through Wits and is a CFA charter holder. Since joining Anchor in 2015, Leigh has been servicing the investment needs of high-net-worth clients as a portfolio manager and has a passion for exceptional client service.

Lelethu holds a BBusSc triple-major degree from UCT, specialising in finance, economics, and statistics. He has worked in fixed income for companies such as Old Mutual Investment Group and Investec Asset Management. He joined Anchor in 2020 as a fixed-income analyst focusing on the credit space.

Prior to joining Anchor at the beginning of 2014, Liam worked at KPMG. Liam studied B.Acc and B.Acc (Hons) at the University of Stellenbosch and is a qualified CA (SA) and a CFA charterholder. Liam is a co-fund manager on the Anchor BCI Equity Fund and is a co-manager on several Emerging Market Hedge Fund Mandates, including the Anchor Accelerator Hedge Fund.

Louis has worked in the financial services industry since 1993, starting his career on the JSE Bond floor with De Witt, Morgan and Co. when open outcry trading was still the norm. In 1997 he started at Frankel Pollack Securities. The company was sold to Société Générale and subsequently to Sasfin Securities. Louis headed up Sasfin Securities in the Western Cape for ten years before joining BOE (now Nedbank Private Wealth) in 2012. Louis holds a BCom Honours degree in Economics from the University of Pretoria and completed the JSE Registered Persons and JSE trader Examinations. He specialises in bespoke portfolio management for high-net-worth private clients. Louis joined Anchor in June 2021.

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.

After completing his studies and having been employed as a tax manager, Mark has worked in the financial services industry since 1988 as a business partner of Bryan Hirsch. Mark services high-net-worth clients in the areas of estate, tax, and financial planning.

Martin began his career at Anchor in early 2014 and is currently a portfolio manager. Initially, Martin worked as an equity analyst at Anchor, covering companies as diverse as Richemont, Bidvest, and Anheuser-Busch, among others, before joining the portfolio management team. Martin qualified with a B.Com (Hons) Degree in Economics from the University of Stellenbosch, and he is working toward his CFA designation, having passed level II.

Matthew started his career in the financial services industry in 2015 by constructing financial plans for young professionals. Through his love for being surrounded by people, he has mastered communicating, gaining trust, understanding, and establishing professional relationships with various personality types. Having studied both a BCom and Postgraduate in Financial Planning at Stellenbosch University whilst furthering his studies towards becoming a certified financial planner (CFP), he has placed significant importance on knowledge being an essential part of his job. Matthew takes a dynamic approach by viewing each client’s portfolio individually and linking tailor-made solutions to a client’s specific objectives. Matthew has built his business on the foundations of excellent service and quality advice, with a vested interest in long-lasting client relationships at the forefront of everything he does.

Michael joined Anchor in March 2022 as a member of the portfolio management team. He completed a BCom in Finance and a BCom Honours in Investment Management at the University of Johannesburg. Subsequently, he completed a postgraduate qualification (Master of Management in Finance and Investment) through the Wits Business School. Most importantly, Michael is deeply passionate about local and global investment markets.

Michael has a Postgraduate Diploma from the University of the Free State and is a registered certified financial planner (CFP). He also holds a diploma with the Financial Markets Institute (FMI) and worked in the financial services industry since 1998. Prior to joining anchor in 2015, Michael was director of new business at ABSA Wealth and Investments.

Michael joined Anchor as a wealth manager at the beginning of 2021 after completing his BCom Investment Management degree at the University of Pretoria. He has subsequently completed his Postgraduate Diploma in Financial Planning at Milpark Business School. Michael focuses on providing investment solutions for clients nearing or currently entering retirement.

Mike joined stockbroker Barnard Jacobs Mellet in 1999, where he covered the SA banks and specialty financials sectors. In 2003, he moved to Deutsche Bank, where Mike continued to cover local banks and specialty financials before moving on to cover telecoms and media, as well as local investment strategy. He was appointed head of investment research at Deutsche in 2008. In 2015, Mike joined Citibank before moving to Robert Cowen Investments in 2018 as chief investment officer. During his years in investment research, Mike was recognized in the Financial Mail and Institutional Investor investment research surveys for coverage of the various sectors for which he was responsible. He also led the Deutsche research team to the top of the rankings. Mike holds a CFA designation.

Nadeem is a CA (SA) who completed his articles at PWC. During his time at PWC, he was promoted to being a manager and gained valuable local and international experience in the financial services industry. Nadeem joined Anchor in 2021 as the group financial manager focusing on group financial reporting and accounting for special projects.

Nick has managed the Anchor Global Equity Fund since March 2015. Before joining Anchor, Nick was a senior investment manager in the Emerging Market Equities team at Pictet Asset Management in London. Nick is a CA (SA) and CFA Charterholder.

Nichole works in Anchor’s Portfolio Management team and has been in the investment industry since 2017. Nichole worked as an associate analyst for Citi Bank and UBS, covering local and European banks. She is a chartered financial analyst (CFA) and has a B.Com (Hons) in investment management.

Nicola leverages his experience in the finance and audit environments and as a senior corporate executive in passionately leading individuals and companies in their investment journeys through appropriate and sound investment advice and principles. A Wits graduate majoring in Economics and Financial Accounting, Nicola completed his MBA and is a CFA level 1 candidate.

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.

Nicole holds a B Com (Economics & Computer Science) degree from Rhodes University and a B Com (Hons) degree in Financial Analysis and Portfolio Management from UCT. She has extensive experience in the operational management of financial services companies. Prior to joining Anchor in July 2015 as operations manager, she worked at Sasfin where she was responsible for operations in the Asset Management and Asset Consulting divisions and later joined Absa Capital as a business analyst.

Parcival is a CFA charterholder with over 12 years’ experience in portfolio management and stockbroking. He completed his BCom Hons at the University of Stellenbosch and started his career at Sasfin Securities in 2009, until joining BOE (now Nedbank Private Wealth) in 2012. Parcival joined Anchor in June 2021

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.

Paul started in the industry in 1999, and has been with Anchor since 2015. Prior to joining Anchor, Paul worked at two large corporate wealth management businesses, Citadel and Alexander Forbes. Paul has his Advanced Certified Financial Planning Degree through the University of the Free State and is responsible for assisting high-net-worth individuals with their private wealth. He is passionate about seeing families become financially independent in their retirement years.

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.

Peter has worked in financial markets since 1997, initially in London and then in New York, before moving to South Africa in 2013. He worked for a number of global investment banks, including JP Morgan, Barclays and Royal Bank of Scotland. Before moving to South Africa, Peter was head of fund management for Credit Suisse’s liquid hedge fund business. Peter is a CFA Charterholder.

Reko is an economics graduate from the University of Pretoria. He holds a postgraduate diploma in investment analysis and portfolio management from UNISA and is currently pursuing a CFA designation. Reko is a member of the South African Institute of Financial Markets and joins the portfolio management team with a focus on servicing the investment needs of high-net-worth clients in South Africa.

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.

Ross has worked for Robert Cowen Investments since 2011, with a current focus on offshore analysis and portfolio management. Ross holds a B. Bus Sci Finance Honours from the University of Cape Town and is a CFA charterholder.

Roy started his career at Anchor in 2014 and currently works as a portfolio manager. A passion for equity markets and servicing high-net-worth individuals’ needs is what drives him every day.

Ryan is an accomplished and result-driven financial expert with experience in financial operations, banking, and business planning within the banking sector. He started in the financial services industry in 2006 and also has expertise in relationship management, structured lending, cash investments, foreign exchange, fiduciary, financial planning and wealth management. Ryan is a qualified Certified Financial Planner with an Advanced Certificate in Financial Planning (ACFP) through the University of the Free State. He started at Anchor in November 2021.

Sandy has worked in the financial services industry since 2006, addressing the key investment outcomes for private clients and high-net-worth individuals.

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.

In 2013, Seleho completed his BCom in Economics and Finance at Wits University, where he received the SASFIN Securities Prize. The following year, he was awarded the Postgraduate Merit Award upon enrolment for Honours. He joined Cannon Asset Managers in January 2015 and moved to Anchor in November 2015. Seleho covers the basic materials sector locally and co-manages the Anchor BCI Global Technology fund. He is a CFA charterholder.

Shaun holds a Bachelor of Commerce (Honours) degree from the University of Pretoria and a Postgraduate Diploma in Financial Planning from the University of the Free State. As a Certified Financial Planner® (CFP®), he has been active in the financial services sector since 2016. He began his career as a private banker at Investec, managing accountants in audit firms, before transitioning into the broader financial services industry. Shaun joined Anchor as a Wealth Manager in 2021, where he is dedicated to delivering personalised, client-centric solutions and exceptional service.

Simone has worked in the financial services industry since 2017, assisting clients in building their wealth both locally and globally. She obtained a Bachelor of Business from IMM and continues to study various courses related to the investment and financial services industry. For Simone, providing excellent customer service is key and she loves working with individuals and organisations alike to help them realise their financial goals.

Steph joined Anchor as a senior investment analyst in 2022. Steph worked in several financial management positions after studying at Rhodes University, UNISA, and the University of Pretoria. He joined Avior Capital Markets in 2018 as a sell-side analyst. While at Avior Capital Markets, Steph was rated fourth in the annual Financial Mail Ranking the Analysts survey for healthcare and pharma sector coverage in 2021 and industrial small - and medium - cap analyst for 2020 and 2021. Steph holds the CFA designation and the CGMA global designation for management accountants.

Steven started his career in financial services in 2007. He has banking, investment management, and management consulting experience in the industry. Steven joined Anchor in 2018.

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.

Thomas started his career in financial markets in 2016, after 9 years of studying various disciplines and graduating with three degrees. His passion is a mathematical approach to understanding investments and ensuring that fundamental analysis meets quantitative analysis to generate returns.

Tshela studied finance and accountancy at Tshwane University of Technology and holds a National Diploma in Financial Markets and Instruments. Before joining Anchor in August 2016, she worked in Treasury Operations at Standard Bank, Investec, and MMI Holdings. She also has extensive experience in investment administration from her time at Curo and Maitland.

Woolf graduated at the University of Cape Town as a chartered accountant and has worked in financial planning since 1993. Woolf has worked at Sasfin, Pioneer Financial planning, and Bryan Hirsch Colley and Associates as director, specialising in retirement planning, local and offshore investing, risk business, and medical aid.