CASE STUDY
Anchor Capital is a highly successful South African founded and based entrepreneurial wealth and asset management group. The company focuses on personable, authentic client relationships and a world-class investment process.
The new global holding company owns 100 % of Anchor and Credo and this development expands its global presence and reach. The combined group will position approximately two-thirds of its assets in global markets.
Anchor Capital offers a broad range of local and global investment solutions to individuals, financial advisers and institutions. Anchor Capital is the largest privately owned independent wealth management group in SA with offices around the world as well as global investment licences.
In November 2023 Anchor Capital embarked on a new chapter as it merged with UK-based wealth manager Credo. The newly formed R230 billion group is now one of the biggest wealth and asset managers in SA. This strategic merger marked a significant step in Anchor’ s on-going commitment to provide clients with the best possible investment opportunities and services.
Lynne Trivella, Chief Technology Officer( CTO) at Anchor, explained the company began its journey to this milestone only 12 years ago.
“ We view our clients as global investment citizens while maintaining a boutique / personal touch approach to relations. This ethos strengthens our ability to service clients’ investment and growth goals on a global scale,” said Trivella.
“ Credo has a very similar culture and level of personal service, so the two organisations are an excellent fit for each other. Critical mass is also increasingly important in our industry and the resultant size of our group enables us to invest further in crucial technology upgrades and global investment resources while at the same time meeting the increasingly stringent demands of the regulators.”
Anchor Capital’ s business challenge – The business case for technology enablement
Trivella was presented with high level tasks that included:
• Improving the end-user technology experience to drive greater productivity output from what the company considers its greatest asset – its people are‘ A type’ personality employees bent on achievement.
• Acquiring the necessary technology solutions for secure operations and the protection of the highly sensitive data they hold – personal identifiable information( PII) to allow the company to maintain its high reputational status into the future.
• Ensuring on-going compliance with legislative dictates.
The CTO approached LanDynamix to assist with these goals.
Why LanDynamix
LanDynamix enables customers to seamlessly utilise appropriate technology for competitive advantage by leveraging its unique value proposition, technology risk and return on investment( ROI) framework.
LanDynamix works with clients to acquire a profound understanding of their business; their requirements; goals and hurdles. LanDynamix designs solutions for
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