Strategic Wealth Management for High Net Worth Individuals
Preserve and grow your wealth through strategic financial planning and investment advisory. We provide personalized wealth management services to high net worth individuals and family offices, combining international investment opportunities with African market expertise.
Personalized investment portfolio management
Wealth planning and tax optimization
African market investment opportunities
Estate planning and succession advisory
Why Choose This Service
Proven results backed by local expertise and international standards
Strong Returns
Average 12% annual returns across client portfolios over 5-year period
Assets Under Management
Over $100M in client assets managed across diversified portfolios
Client Retention
95% client retention rate through personalized service and consistent results
HNW Experience
Serving 50+ high net worth individuals and family offices
Our Proven Process
A structured approach to ensure your success at every stage
Financial Discovery
Comprehensive review of current financial position, goals, and risk tolerance
Strategy Development
Create personalized wealth management and investment strategy
Portfolio Implementation
Execute investment strategy and establish portfolio structure
Ongoing Management
Active portfolio management, quarterly reviews, and strategy adjustments
Success Story
Real results from our recent work
Diversified Portfolio for Entrepreneur Exit
Challenge
Entrepreneur sold business for $10M and needed comprehensive wealth management strategy including diversification, tax optimization, and estate planning
Solution
Created diversified portfolio across equities, real estate, private equity, and African growth opportunities; structured tax-efficient strategy
Results
"Anchor's wealth management team provided exactly what I needed after selling my business. Their balanced approach combining international investments with African opportunities has delivered excellent returns."
Investment & Pricing
Transparent pricing with flexible options
Annual fee based on assets under management (1-2%)
Portfolio management, financial planning, tax optimization, quarterly reviews
Frequently Asked Questions
Everything you need to know about our wealth management & financial partnerships services