Portfolio Bureau has developed partnerships with independent profesional firms who share our values. As a result, our clients are able to benefit from our combined skills and services, which include auditing, accounting, tax and consulting services as well as financial advice.
In March 2015 Portfolio Bureau Investments (Pty) Ltd (trading as Pbi) was granted a discretionary asset management license to manage Collective Investment Scheme funds, by the Financial Services Board. In conjunction with Boutique Investment Partners, a Multi-Manager, Pbi is authorised to manage investments in terms of the applicable legislation and is approved as a Discretionary Financial Services Provider in terms of the Financial Advisory and Intermediary Services Act (FAIS).
MGI Bass Gordon GHF is committed to quality, integrity and personal service. The management team has substantial professional expertise, as well as a shared philosophy of providing cost-effective services in a timely fashion. Moreover, the quality of the firm's services is enhanced by the attention given to each client by both partners and staff.
Their services include auditing, accounting, company secretarial, compliance, family trust administration, as well as tax compliance, planning and consulting.
* Absent: A Baguley, S van der Valk & A Petersen
Legacy Nominees, a licensed Financial Services Provider (FSP No. 44280), is a wholly owned subsidiary of The Portfolio Bureau (PTY) Ltd.
This recognised and trusted company provides an intermediary service focussing on the investment of cash funds in money market products with two of the top banks in South Africa being, Investec and Nedbank. Legacy Nominees provides a personal service, and has been succesfully growing clients' money for more than 30 years by offering superior investment rates, while maintaining the liquidity of clients' funds.
For more information on the various products available, email: email@example.com or contact the money market team on
+27 21 405 8500
Anchor Capital is one of SA's leading providers of wealth and asset management services, both locally and globally. It was first established in 2009 and is an entrepreneurial business focused on both clients and investment process. Anchor Capital listed (under its holding company Anchor Group Ltd) on the Alt-X on 16th September 2014. Anchor offers a broad range of local and global investment solutions to individuals, financial advisors and institutions. Anchor Capital is currently a shareholder of Portfolio Bureau (Pty) Ltd as from December 2015.
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