Anchor

Company History

Anchor’s Background

Anchor Investment Management Ltd. established its reputation by providing innovative investment management services to high net-worth individuals. The company’s disciplined approach to identifying under-valued securities requires an uncompromising commitment to integrity and sound principles.

Over the past three decades the managers at Anchor have earned the confidence and trust of offshore investors. The company offers comprehensive wealth management solutions that are based on time-tested financial disciplines. Superior client service is ingrained in every member of the organization. The Anchor investment team seeks to produce consistent and superior portfolio performance in constantly changing financial markets

Today, Anchor offers a compelling combination of experience, innovation, service and performance that makes it the choice for both individual and institutional offshore investors. Without the distractions and conflicts of large financial conglomerates, Anchor focuses on delivering a full range of multi-currency investment portfolio choices.

Anchor at a Glance

History: The Company was originally formed as the investment management division of CASE International Ltd. in 1986. CASE International Ltd. provided financial services to global financial institutions based on advanced computer graphics display technology (the C.A.S.E. Financial Research System). CASE International separated its financial service business from the investment management division in 1996 and the latter was renamed Anchor Investment Management Ltd.

Clients: Individual investors, pension funds, trusts, charitable organizations, insurance companies and other institutions.

Products: Segregated managed accounts for offshore investors.

Ownership: Privately owned.

Licensed Regulatory Institution: Anchor Investment Management Ltd. is licensed to conduct Investment Business by The Bermuda Monetary Authority.