At Private Client Holdings we know that each client’s financial needs are as individual as his or her thumbprint. Therefore to effectively help our clients grow their wealth we need to develop an in-depth knowledge of what’s important to them. In other words, we must know how each of our clients measures wealth. And we do. This kind of knowledge only happens over time. That’s why we believe in long-term relationships where trust becomes a binding factor. Time-proven performance that portrays deep understanding of volatile markets builds client confidence. The result is a level of trust that is powerful and lasting.

Our profile

Our business began as a corporate tax consultancy practice in 1989. As our client base grew, we soon realised that people’s different needs demanded different solutions and we formed additional companies with complementary competencies and common principles. These include excellent service, innovative ideas and adherence to the highest level of ethics.

Our vision

Our vision has always been crystal-clear; to take pleasure and pride in growing and sustaining wealth for our private clients and their families.

We achieve this by providing superior financial advice and portfolio management services and by being approachable and open to each person with whom we do business. Open communication enables greater levels of understanding that feeds the energy levels needed to provide unmatched personal service.

Our people

Grant Alexander

is passionate about acknowledging and satisfying the individual financial needs of every one of his clients. A chartered accountant with an honours degree in taxation and a masters degree in commercial law, he has investment qualifications from the Securities Institute (London) and a B Com Honours degree in Financial Analysis and Portfolio Management from the Graduate School of Business. Grant is responsible for Portfolio Management and Fiduciary Services. With two decades of active involvement in financial services and investments, his experience and knowledge is as good as the best anywhere in the world.

Andrew Ratcliffe

has had extensive exposure to the tax, accounting, share portfolio management and fiduciary needs of private clients. He measures wealth in terms of quality of life. A keen golfer, fly fisherman and kite surfer, he regards the predictable unpredictability of the sea as a metaphor for his profession. The more experienced you are, the more knowledge you acquire and the easier it becomes to predict the industry’s waves. Andrew heads up the Wealth Management Company and oversees the activities of the Financial Services and Short Term Insurance Company. He holds a B Com degree with a Higher Diploma in Tax Law and is a Certified Financial Planner and a qualified Professional Accountant. He has been extensively involved in the private client wealth management industry for over a decade. Andrew is passionate about the effective dove-tailing of complementary strengths within the group.

Jeremy Burman

a director of the Financial Services arm of Private Client Holdings, believes passionately in the power of teamwork; within the organisation itself and between its preferred partners. The result is a very real commitment to maximising the assets of the group’s myriad clients. A chartered accountant with many years of experience internationally, Jeremy is an entrepreneur who believes that the application of family values – openness, loyalty, respect and trust – go a long way to ensure the success of the company, its partners and, most importantly, its clients. Our directors and highly qualified and experienced consultants and advisors are backed up by a professional and dedicated support and administration team.