Investment Solutions
Wealth ManagementLong-term, trusted relationships and face-to-face financial advice are at the centre of the service you receive.
An Exciting New Partnership with Anchor
*Anchor Capital (Pty) Ltd (2009/002925/07), an authorised Financial Services Provider (FSP 39834), regulated by the Financial Sector Conduct Authority (FSCA).
We are thrilled to announce our partnership with Anchor, a leading wealth manager in South Africa. This partnership brings a wealth of benefits to you, our valued clients. Anchor, with its expert and personalised financial advice, backed by years of experience, is tailored to your unique needs and aspirations. You can trust Anchor’s expertise, as the Group serves individuals, families, financial advisors, businesses and institutions of all ages and wealth levels, from those just starting to established, sophisticated investors.
Anchor’s approach is not just about managing your wealth; it is about understanding you. Its services are meticulously tailored to your tax framework and offer quality investment insights. The portfolio and solution offerings are designed to meet your unique needs, whether it is managed local and global solutions, personal share portfolios, or portfolio analysis. With Anchor, it is not just about your money but about your financial goals and how it can help you achieve them, making you feel truly understood and cared for.
Our Clients
Every client has different needs and aspirations. Through our partnership with Anchor, clients have access to personalised financial and investment planning services rendered by a licensed Financial Services Provider, within the context of their professional tax advice framework.
We work with a diverse range of clients—from individuals and families to businesses—across all ages and levels of wealth. Whether you are just starting to build your wealth or you are an established and sophisticated investor, our wealth partnership ensures that clients achieve their individual investment goals.
Anchor’s Investment Approach
Anchor’s investment approach is built on knowledge and transparency. Anchor ensures that our clients understand their investments and the risks associated with every component of their portfolio when setting off on their wealth journey. Anchor provides complete transparency and insight into the underlying investments that make up a client’s solution and ensure that their journey ends at the destination it was meant to.
Investment products are subject to market risks. Clients should consider their individual risk profile and investment objectives and consult with a licensed financial advisor before making any investment decisions.
Our Wealth Management Partnership with Anchor
The wealth management team at Anchor have been a solid and trusted partner for three years. Through them, our clients receive expert investment advice and diversified financial services planning.
Why We Partner with Anchor:
Bespoke Solutions
Whether you are navigating foreign exchange risks, including access to forward cover solutions where appropriate.
Competitive Rates
Say goodbye to average rates. Thanks to its extensive trade facilitation and substantial volumes, Anchor offers exceptionally competitive rates.
Products Across the Risk Spectrum
Anchor offers a world-class investment product range across asset classes and geographies.
Looking for tailored investment advice?
We would love to connect you with an Anchor wealth manager.
Anchor’s Offerings
Anchor's Offering for Individuals
South African Investments
• Retirement Annuities (RAs), Pension Fund, Provident Fund and Associated Investments.
• Managed Share Portfolios.
• Tax-friendly, high-yield investment solutions.
• Holistic Wealth Management and Estate Planning Advice.
• Yield Enhanced Products.
• Structured Product Advice.
Global Investments
• End-to-end Forex Solutions at highly competitive rates (including single discretionary allowance, lifetime investment allowance and asset swaps).
• Managed Share Portfolios.
• Access to the World’s Leading Investment Products and Platforms.
• Global Estate Structuring Solutions.
Anchor's Offering for Corporates
• C-Suite Invest – Investment management for the whole C-Suite team.
• Outsourced Treasury Function
• Foreign Exchange and Asset Swaps
• Hedging Solutions
• Long-Term Investment Solutions
• Group Benefits
• Asset Swaps
Get In Touch
We would love to help you reach your investment goals. Complete the form, and an Anchor wealth manager will be in touch:
Disclaimer
AM PhakaMalele Inc is not a licensed Financial Services Provider and does not render any financial services as defined in the Financial Advisory and Intermediary Services Act, 37 of 2002 (“FAIS”). Any financial services referenced or made available through this website are rendered exclusively by Anchor Capital (Pty) Ltd (Registration No. 2009/002925/07 | FSP 39834), an authorised Financial Services Provider regulated by the Financial Sector Conduct Authority (“FSCA”).
The content on this website is intended for general information purposes only and does not constitute, nor should it be construed as, financial advice under FAIS. Users should seek appropriate advice from a registered financial services provider before making any investment decisions.
AM PhakaMalele Inc complies with the Protection of Personal Information Act, 4 of 2013 (“POPIA”), and is committed to ensuring that any personal information collected is processed lawfully and in accordance with our Privacy Policy. A copy of the Privacy Policy and the applicable Conflict of Interest Management Policy is available on request. Where applicable, Anchor Capital complies with the Financial Intelligence Centre Act, 38 of 2001 (“FICA”), including all Know-Your-Client (KYC) and anti-money laundering obligations.