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We take pleasure and pride in nurturing wealth for our private clients and their families.

Since 1990, Private Client Holdings has been assisting families define and implement strategies for managing their wealth.
We take on the tasks associated with a traditional family office including; investment and portfolio management, tax and administrative services consolidated reporting, transaction banking, estate and succession planning - ensuring that the family wealth successfully grows from generation to generation.

So if you are looking for independent advice from a team of men and women who offer the personal touch of a family member plus the independent thinking of a wealth manager, speak to us about how best you can preserve wealth and create a lasting family legacy.

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Ensuring that your heirs receive their inheritance in the most tax efficient manner is a professional service on which we at Private Client Holdings pride ourselves.



Are your adult children sabotaging your retirement?

WED 14 SEP 2016

Supporting adult children can have a devastating effect on your chances of retiring comfortably. This is according to Mark MacSymon, a Certified Financial Planner and Wealth Manager at Private Client Holdings, who says that adult dependency is an increasingly common issue at the moment due to low entry level salaries, tightening credit extension, high property …