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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.
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Smart Beta – Diffusing the Active vs Passive investment debate

TUE 23 AUG 2016

Following an investment strategy that is low in cost, liquid, diversified and adds value over the longer term makes a lot of sense – this is called a Smart Beta strategy typically focusing on extracting the premium derived from the value and quality investment styles in the markets. Traditional market cap index funds have been …
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