Put your money to work, with advice that fits your tax.
There are real investment opportunities open to you, and we can facilitate them. Through the Anchor Partner Network, our partnership with Anchor Capital, one of South Africa’s leading wealth and asset managers, you get a world-class investment process, and we coordinate it with the tax, estate and business work we already do for you.
In partnership with Anchor Capital through the Anchor Partner Network — the largest accounting-practice wealth network in South Africa, with more than 200 partner firms.
Visit Anchor Capital →Your accountant and your investment manager, on the same page.
Most people get tax advice in one place and investment advice in another, and the two never quite line up. We close that gap.
One team, the full picture
We already know your income, tax, trusts, estate and business. The investment plan is built around that, not in isolation.
A world-class process
Anchor Capital brings local and global solutions, personal share portfolios and serious research, with around R300 billion under management and advice.
Tax-aware by design
Retirement deductions, tax-free savings, capital gains and estate duty are factored in from the start, so more of the return stays yours.
A simple, coordinated path.
You deal with people who already know your situation, and an investment manager we trust.
We map your position
Your income, tax, trusts, estate, business and goals, the things an investment plan should be built on.
Introduction to Anchor
We connect you to the right Anchor Capital advisor, and stay in the room.
A tailored, tax-aware plan
Anchor builds the plan around your tax framework; we check it fits the rest of your affairs.
Coordinated oversight
Your accountant and your advisor review it together, year after year, as your life and the law change.
Scale you can lean on.
“Your tax advice and your investment advice, finally pointing in the same direction.
Accounting and wealth, under one roof.
Through the Anchor Partner Network we bring institutional-grade wealth, asset management and stockbroking to our clients, joined up with the accounting and tax work we already do, so nothing falls between two advisors.
Investment opportunities we can facilitate.
From a first retirement annuity to a global share portfolio, matched to where you are and where you want to be.
Share portfolios & stockbroking
Local and global personal share portfolios, professionally managed, with award-winning stockbroking.
Retirement & annuities
Retirement annuities, pension and provident fund investments, and the income that follows.
Tax-friendly & yield solutions
Tax-efficient, high-yield and yield-enhanced products, including tax-free investments.
Global & offshore investing
Access to world-class platforms, plus forex: single discretionary and foreign investment allowances and asset swaps.
Estate & global structuring
Estate planning advice and global estate structuring, aligned to your will and trusts.
Structured products & analysis
Structured product advice, and an independent analysis of a portfolio you already hold.
Make the business’s money work too.
Surplus cash, group cover and treasury, handled with the same investment expertise.
Outsourced treasury
An outsourced treasury function for your business cash and liquidity.
Cash investment & yield
Cash investment and yield enhancement on surplus and reserve funds.
Corporate forex
Corporate foreign exchange solutions at competitive rates, end to end.
Group risk & buy-and-sell
Group risk policies, and funding for buy-and-sell agreements between owners.
Group retirement & medical
Group pension fund investments and group medical scheme arrangements.
An award-winning investment partner.
Anchor is an independent, entrepreneurial wealth and asset manager, built on authentic client relationships and a world-class, research-led process, recognised across the industry.
Current thinking on the markets.
A sample of recent commentary from Anchor Capital’s research team. The full library is on the Anchor site.
Anchor Stockbrokers: standout performance at the 2026 FM Top Analyst Awards
Read on Anchor → Anchor research23 June 2026The case for an extended US Fed pause
Read on Anchor → Anchor research17 June 2026SA May inflation rises to 4.5%, outlook hinges on oil and food prices
Read on Anchor → Anchor research9 June 2026SA GDP growth surprises to the upside as headwinds gather
Read on Anchor →Ready to put your money to work?
Tell us your goals and we will arrange an introduction to Anchor Capital, and make sure the plan fits your tax and estate position.