HEAD OF ANCHOR PRIVATE CLIENTS
T: +27 11 591 0691
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).
Head of Portfolio Management
T: +27 11 591 0679
Darryl has worked in the financial services industry since 2005, servicing the needs of high-net-worth clients in South Africa. He obtained a BComm Honours in Finance from Wits, and is a CFA charterholder but, most importantly, Darryl is passionate about global investment markets and obsessed with providing exceptional client service.
Wealth Management Anchor Cape Town
T: +27 21 401 8966
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.
T: +27 11 591 0693
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.
T: +27 31 819 6412
Paul began his financial services career in 1994 as an equity dealer on the JSE trading floor in Johannesburg. He has extensive experience in both private client portfolio management and stockbroking. Prior to joining Anchor, Paul was responsible for overseeing the investment management on a portfolio of private clients in excess of R3bn within a large bank's wealth-management division in Durban. Paul has a BCom Economics Degree and a CFP Diploma.
T: +27 12 749 2006
Renier has worked in the financial services industry since 1988 and joined Anchor in 2014. Prior to this, Renier gained experience working at Sanlam, Standard Bank, and Investec, and also 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 mountainbiking. To him, reaching out to others is the only way to have a true, eternal impact.
T: +27 21 401 8983
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.
T: +27 31 819 6407
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.
T: +27 31 819 6402
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.
T: +27 11 590 0561
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.
T: +27 23 0040 300
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.
T: +27 21 401 8968
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 is able to 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, the JSE Trader Examination, and he attended the Association for Savings and Investment South Africa (ASISA) analyst boot camp in 2013.
T: +27 12 749 2005
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.
T: +27 11 591 0612
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.
T: +27 11 268 6908
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.
T: +27 11 591 0636
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.
T: +27 11 591 0646
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.
T: +27 12 749 2002
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.
T: +27 31 819 6414
Damian (CFP) has been working in the financial and investment advisory field 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 has been on the planning and management of 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 markets represent.
David Te Brake
T: +27 73 215 3580
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.
DeryckJanse Van Rensburg
T: +27 11 591 0613
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 on 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 the markets and managing portfolios since 2009.
T: +27 12 749 2012
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.
T: +27 12 749 2003
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.
T: +27 31 819 6401
Gary obtained a Bachelor of Arts degree and then travelled, before starting his career at the JSE in 1986 as an equity floor trader with Max Pollak and Freemantle. He then worked as the head of trading and on the proprietary desk for Edey Rogers (Absa securities), before moving to Durban in 1999 to join BOE. At BOE, Gary continued working in the trading room, where he was made a director. He then spent 5 years at GAM before joining Anchor Securities in late 2016.
Heidi van Zyll
T: +27 21 205 7360
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 in the beautiful La Gratitude Manor House in the centre of the town.
T: +27 12 749 2014
Hendré has been working in the financial services industry since 2006. Most of his time was spent at Investec Private Bank as a private banker servicing high-net-worth individuals and he was also part of the leadership team atitsPretoria branch before joining Anchor in 2016. Hendré has obtained both 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 building long-term relationships whilst also educating his clients along the way on how they should plan to reach their financial goals. He is the proud dad of quadruplets and loves spending time with his family.
FX & Derivatives
T: +27 11 591 0615
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.
T: +27 83 377 7482
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.
T: +27 12 749 2004
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.
T: +27 21 401 8932
Jonathan has worked in the financial services industry since 1999, starting as a stockbroker for HSBC Simpson McKie. He also worked for Goldman Sachs and Macquarie Bank in Sydney before returning to South Africa in 2003 to head up Sasfin Wealth in the Western Cape. Jonathan joined Anchor in February 2020.
T: +27 31 819 6405
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.
T: +27 11 591 0637
Leigh completed a B.Com Honours degree in Finance through Wits and is studying towards her CFA designation, after recently passing her level II exam. She joined Anchor in 2015 and is currently working with the wealth management team. Leigh has a passion for client service.
T: +27 11 268 6908
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.
T: +27 11 591 0603
Martin began his career at Anchor in early 2014 and currently works as 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 recently passed level II.
T: +27 11 591 0662
Mary-Rose joined Anchor as an assistant wealth manager in January 2020, but has since moved into the role of wealth manager. After graduating with a Psychology Honours degree in 2015, she worked at a talent acquisition firm specialising in finance and property. She was subsequently headhunted by Investec Private Banking , where she worked as a private banker for two years. Mary-Rose has a passion for behavioural economics and is currently completing her Postgraduate Diploma in Financial Planning with the intention to attain Certified Financial Planner status in the near future. Mary-Rose has a client-centric attitude and she is committed to providing excellent service to her clients.
Strategic Business Development
T: +27 11 591 0683
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.
T: +27 11 591 0684
Having joined Anchor in 2012, Matthew has been with the company since its inception. His key focus is portfolio management and marketing. As a senior portfolio manager, Matthew manages money for high-net-worth individuals both locally and globally. He runs share portfolios, unit trusts, and hedge funds for private clients. Matthew also takes responsibility for marketing within the Anchor Group and has a BCom (LLB) from Rhodes University.
T: +27 11 591 0690
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.
Assistant Wealth Manager
T: +27 11 591 0677
Michael currently works in the wealth management team, coming fresh out of university. Michael joined Anchor at the beginning of 2021 after completing his Bcom Investment Management degree at the university of Pretoria. Michael is currently studying part-time towards a post-graduate in financial planning while gathering the required work experience to obtain his CFP qualification.
Assistant: Portfolio Management
T: +27 11 591 0656
Nichole works in the Portfolio Management team and has been in the investment industry since 2017. Nichole worked as an associate analyst for both Citi Bank and UBS covering local and European banks. She has a B.Com (Hons) in investment management and has passed all three CFA exams, requiring only one more year of experience to achieve the CFA designation.
T: +27 31 819 6408
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.
T: +27 31 819 6406
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.
T: +27 31 819 6414
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.
Client Relationship Manager, Wealth Management
T: +27 31 819 6409
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.
T: +27 21 401 8969
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.
Sandy vd Zanden
T: +27 11 591 0555
Sandy has worked in the financial services industry since 2006, addressing the key investment outcomes for private clients and high-net-worth individuals.
T: +27 11 591 0621
Shaun has a B Com Honours from the University of Pretoria and has been working in the financial services industry since 2016. He started his career as a private banker at Investec in the acquisitions team managing CAs at audit firms, before moving on to the broader financial services industry. Shaun joined Anchor as a wealth manager in 2021. He has a passion for providing tailored, client-centric solutions with excellent service.
T: +27 11 591 0694
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.
T: +27 11 591 0588
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.
T: +27 11 591 0689
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. Tamzin has worked in financial markets since 2011, including working with clients as well as managing mining rehabilitation funds. With a keen interest in behavioural finance, social entrepreneurship, impact investing and financial literacy, she loves understanding and working with people to help them achieve their financial goals.
T: +27 11 591 0587
Travis completed a B.Com degree in Financial Management through the University of Stellenbosch and has successfully passed his CFA level III exam. He joined the Anchor team in 2018 and is currently a wealth manager.
T: +27 21 401 8967
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.
INVESTING IN YOUR NEEDS
Submit your details and we’ll give you a call back to assist and advise you on your investment.