The Anchor Partner Network helps accounting practices build wealth management businesses.
As trusted advisors, accountants sit closest to their clients’ businesses. You understand the challenges, opportunities and ambitions that shape every decision long before they reach the balance sheet. But as financial planning, wealth creation, risk management and business strategy grow more complex, clients increasingly need access to a broader range of specialist expertise.
That is where our partnership becomes powerful.
The Anchor Partner Network exists to strengthen the accountant’s position at the centre of the client relationship – not to replace it. We work alongside our accounting partners as an extension of their team, combining our specialist investment expertise with the deep client understanding that you have built over years of trust to deliver more comprehensive advice, uncover new opportunities and create greater value for the clients we serve together.
All financial services are rendered by Anchor Capital (Pty) Ltd (Reg. No. 2009/002925/07 | FSP 39834), an authorised Financial Services Provider regulated by the Financial Sector Conduct Authority (FSCA)
HOW WE WORK TOGETHER
Strong partnerships rely on each side bringing something distinct to the table
- Our accounting partners provide trusted relationships, deep business insight, and a holistic understanding of their clients’ financial landscape.
- The Anchor Partner Network contributes specialist investment expertise, strategic thinking and dedicated hands-on support.
Together, we help clients navigate complexity, make informed decisions, and stay focused on achieving what matters most: their long-term objectives.
HOW WE OPERATE
We are not in a referral relationship that ends once an introduction is made. We work the way the strongest teams do – in close coordination, fully committed and always moving.
Service-oriented
We move at the pace our partners and their clients need, with the responsiveness of a dedicated team.
Commited
This is a long-term relationship, not a referral arrangement; we are invested in the outcomes of every client we serve together.
Energetic
We bring momentum and proactive thinking to every portfolio, conversation, and opportunity.
Collaborative
We work as an extension of your practice, so your clients experience one seamless relationship rather than a handoff between two separate parties.
By bringing complementary skills and perspectives together, we create a stronger proposition for clients and a more valuable partnership for practices.
WHO WE WORK WITH
Every client has different needs, different goals, and a different relationship with wealth.
Through our partnership, we work with:
- Individuals and families at every stage of life and wealth
- Business owners and executives seeking structured investment and treasury solutions
- Clients just beginning to build their wealth, as well as established and sophisticated investors.
Partnering with accounting firms to build on the many commonalities they have with wealth management advisory firms and, in so doing, creating capital value.
Your online portal will allow you access to an overview of onboarded clients and AUM and monthly management accounts and capital value.
our investment approach
Our approach is built on knowledge, transparency, and a genuine understanding of each client’s circumstances.
Before any investment decision is made, we ensure you understand your portfolio in full, including the underlying assets, the associated risks, and how each component serves your broader financial goals.
GET IN TOUCH
Ready to start the conversation? Complete the form below, and your dedicated Anchor Partner Network wealth manager will be in touch.
The strongest partnerships are not built on working separately but on shared trust, aligned goals and a relentless commitment to delivering exceptional outcomes for the clients we serve together.
Matthew Norwood-Young
- +44 7852 415 051
Lara Meyer
- +44 7741 399 613
Andrew Haiden
- +27 83 469 4939
Gabi Hotz
+27 82 555 5810
Candice Gilbert
+27 82 774 3259
By submitting your information, you consent to the processing of your personal data in accordance with our Privacy Policy, in compliance with the Protection of Personal Information Act (POPIA). All investment services are subject to FICA requirements. Clients will be required to complete a full onboarding process, including Know-Your-Client (KYC) and source of funds verification, in line with South African anti-money laundering legislation.
