Anchor Capital

Welcome to Anchor Capital

Tell us about you.

Offshore Investment Solutions

Your wealth, globally managed.

Bespoke offshore portfolios built around your specific objectives. Not a pooled fund. A dedicated mandate managed by our London-based Credo team, tailored to your risk appetite, return targets, and investment philosophy.

For investors who have outgrown pooled funds.

Pooled offshore funds serve the average investor. They offer diversification and convenience, but they cannot accommodate your specific needs: sector exclusions, concentration preferences, tax-efficient structuring, or currency hedging strategies.

A bespoke offshore portfolio gives you direct ownership of underlying securities, a dedicated portfolio manager who understands your circumstances, and the flexibility to adjust your mandate as your needs evolve. You see every trade, understand every position, and have a direct line to the person making decisions on your behalf.

Our Credo team in London manages bespoke mandates for high-net-worth individuals, family offices, and institutions seeking genuine global exposure with institutional-grade governance and reporting.

The Bespoke Advantage

What sets a segregated mandate apart

Dedicated Portfolio Manager

A named manager in London who knows your objectives, risk tolerance, and reporting needs. Not a pooled fund with your name on it.

True Global Access

Direct access to developed and emerging markets through our Credo platform. No feeder fund layers, no unnecessary intermediaries.

Your Guidelines, Our Execution

Custom investment policy: sector exclusions, ESG screens, concentration limits, currency hedging — all built into your mandate from day one.

Institutional Reporting

Monthly performance attribution, risk analytics, and compliance reporting. Quarterly strategy reviews with your portfolio manager.

Mandate Options

Choose your mandate structure

Each mandate is fully customisable. These are starting points — your portfolio manager will design the final structure around your specific requirements.

Global Equity

Concentrated portfolio of 25–40 high-conviction global equities. Managed by our London-based Credo team with a quality-growth bias and 3–5 year investment horizon.

Min: $500,000Benchmark: MSCI World ACWI

Global Balanced

Multi-asset portfolio combining global equities, fixed income, and alternatives. Dynamic asset allocation driven by macro research and bottom-up security selection.

Min: $1,000,000Benchmark: 60/40 Global Composite

Global Fixed Income

Diversified fixed income portfolio across sovereign, investment-grade, and high-yield credit. Active duration management with currency hedging options.

Min: $500,000Benchmark: Bloomberg Global Aggregate

Thematic / Sector

Focused portfolios targeting specific themes: technology, healthcare, clean energy, or infrastructure. For investors with strong sector convictions seeking concentrated exposure.

Min: $250,000Benchmark: Sector-specific

How It Works

From conversation to portfolio

01

Discovery

We understand your objectives, constraints, time horizon, and reporting requirements through a detailed consultation.

02

Mandate Design

We draft your investment policy statement: asset allocation, benchmark, risk parameters, and any specific guidelines or exclusions.

03

Portfolio Construction

Your dedicated portfolio manager builds the initial portfolio, selecting securities that align with your mandate and our research conviction.

04

Ongoing Management

Active management with regular rebalancing, quarterly reviews, and immediate communication when market conditions warrant action.

Pooled Fund vs. Bespoke Mandate

FeaturePooled FundBespoke Mandate
OwnershipUnits in a fund Direct securities
CustomisationNone Full mandate control
Portfolio ManagerShared across investors Dedicated to you
ReportingStandard quarterly Custom monthly + attribution
ESG / ExclusionsFund-level only Your specific screens
Tax EfficiencyLimited Structured for your jurisdiction
Minimum InvestmentFrom R10,000 From $250,000

Ready to discuss your offshore mandate?

Our team will walk you through the mandate design process, discuss your objectives, and provide a clear proposal — no obligation.