Wealth management
Wealth management and investment advice
We introduce our clients to Anchor Capital, a licensed wealth manager, for long-term relationships and advice that's personal to you.
Our relationship with Anchor Capital
Investment advice from a licensed wealth manager
Many of our clients ask us who they should speak to about their investments, so we've partnered with Anchor Capital (Pty) Ltd, an authorised Financial Services Provider (FSP 39834) regulated by the Financial Sector Conduct Authority. Through our introducer relationship with them, you can access a fully integrated wealth management service.
Anchor Capital works with individuals and families of every age and wealth level, with business owners and executives who need structured investment and treasury solutions, and with people who are only starting to build their wealth as well as seasoned investors.
Because we already know your tax position and your business, we can introduce you with the right background, and Anchor Capital's wealth managers can build advice around your tax framework, your appetite for risk and your financial goals.
Why we refer clients to Anchor Capital
What we've found in working with them
Anchor Capital aims for investments that are purposeful, well structured and in line with your long-term objectives. This is what we've seen in our dealings with them.
Client-focused
Their advice starts with your own needs, objectives and circumstances.
Bespoke solutions
Portfolios are tailored to your tax framework, your risk profile and your financial goals.
Competitive rates
Their scale and trade volumes translate into competitive forex and investment rates.
Full spectrum
They offer a broad range of investment solutions, so you can stay with one adviser as your needs change.
Anchor Capital's solutions
What you can discuss with them
We understand that Anchor Capital offers a broad range of wealth management and investment solutions. You can talk to them about any of these, or about something else that suits you.
For individuals and families
South African solutions include retirement annuities, pension and provident fund solutions, managed share portfolios, tax-efficient investments, and holistic wealth management and estate planning advice. Global solutions include forex, access to leading international investment platforms, and global estate structuring.
For businesses and corporates
Investment management, outsourced treasury functions, foreign exchange and hedging solutions, long-term investment solutions and group benefit solutions.
Get in touch
Ready to be introduced?
Complete the form and we'll introduce you to Anchor Capital, who'll arrange for a dedicated wealth manager to contact you directly to discuss the detail of their offering and how it can suit your tax framework, risk profile and financial goals.
You can also call us on 011 609 9000.
Important information
Investment products are subject to market risks. Please consider your individual risk profile and investment objectives, and consult a licensed financial adviser before you make any investment decision.
All investment services are subject to FICA requirements. You'll be asked 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.
Z International C.C. trading as PFC 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 referred to 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”).
Please note that PFC has a commercial relationship with Anchor Capital and may receive a referral fee or other compensation for clients referred to Anchor Capital through this introducer relationship.
The content on this website is for general information only and doesn't constitute, and shouldn't be read as, financial advice under FAIS. Please seek appropriate advice from a registered financial services provider before you make any investment decision.
PFC complies with the Protection of Personal Information Act, 4 of 2013 (“POPIA”), and processes any personal information we collect lawfully and in line with our Privacy Notice. A copy of our 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.