There are clear parallels with other sectors, such as the automotive industry. Not all cars are self-driven yet, but innovations in engines, fuels, diagnostics, route planning and driver assistance are rapidly changing our ideas of what cars are for and how we use them. In the same way the 2020s will change our understanding of financial advice (and the business models that support them) and, in the process, overturn our assumptions about strategy, operations, regulation and success in the wealth industry.

The Financial Planning Summit is all about the future business models in financial planning/wealth management and what you will need to remain relevant and competitive in a dynamic industry.

Financial markets are in constant flux, influenced by economic, political, financial, and sentiment factors. Where should you be positioned now?

Join Anchor’s senior investment team for an exclusive, unfiltered look at the market trends, risks, and opportunities shaping 4Q25. Our latest strategy report, The Navigator – Anchor’s Strategy and Asset Allocation, 4Q25, includes in-depth analysis and actionable asset allocation recommendations both locally and abroad.

Hear directly from Anchor’s experts, including:
– Anchor CEO/Co-CIO Peter Armitage,
– Head of Fixed Income/Co-CIO Nolan Wapenaar
– Anchor fund managers

As we enter the final stretch of 2025, investors are walking a delicate balance between resilience and risk. Inflation has eased in key regions, but policy divergence, geopolitical tension, and shifting trade dynamics are shaping a new era for capital markets. While emerging markets like South Africa have outperformed, developed economies continue to digest mixed growth and policy signals.

Join our Chief Investment Officers – Gareth Bern (Fixed Income), Ross Biggs (Equities), and Sandile Malinga (Multi-Asset) – as they explore:

The macro outlook: The impact of rate cycles, policy shifts and geopolitics
New growth frontiers: Opportunities in AI, energy transition, digital infrastructure, and critical minerals
Balancing risk and return: Managing duration, spreads, and tactical exposure in an evolving cycle
ESG in practice: Integrating sustainability for performance and resilience in volatile markets

Moderated by Vishal Bhikha, this session offers first-hand insight into how we’re navigating uncertainty and identifying opportunity for long-term value.