Private Client Holdings strive to provide a specialist solution to every client’s individual financial needs by building a customised strategic plan with quantifiable goals and deadlines. Our vision has always been crystal-clear; to take pleasure and pride in growing and sustaining wealth for our private clients and their families through the provision of superior financial advice and portfolio management services. Please browse our website to see how we can work with you towards financial well-being and prosperity.
Time-proven performance that portrays deep understanding of volatile markets builds client confidence
At Private Client Holdings we believe in long-term relationships based on a level of trust that is powerful and lasting. Over the years, as Private Client Holdings has grown and evolved, we have learnt that each client’s financial needs are as individual as his or her thumbprint. Therefore to effectively help our clients grow their wealth we develop an in-depth knowledge of what’s important to them, how each one measures wealth – a process that takes time, expert knowledge and understanding.
Started as a corporate tax consultancy practice in 1990, Private Client Holdings has progressed into a full spectrum wealth management company. As our client base grew, we soon realised that people’s different needs demanded different solutions and so formed additional companies with complementary competencies and common principles – such as excellent service, innovative ideas and adherence to the highest level of ethics.
Our Unique Selling Points (USP)
Private Client Holdings offers a comprehensive range of services and expertise to manage and grow wealth – all under one roof. Our collective experts work closely with our clients, building relationships based on trust, honesty, integrity and unquestionable ethics. Essential when working with other people’s wealth and ultimately, their security. Every member of the Private Client Holdings team is committed to our clients’ entire financial security, well-being, growth, prosperity and future stability at all times.
Our unique Family Office service is an exciting offering from Private Client Holdings that looks at the big picture and devises a strategy for managing a family’s wealth that involves a comprehensive and integrated approach. At Private Client Holdings we serve a number of client families – maintaining complete and highly confidential knowledge of their overall financial situations, their on-going distinctive needs, and their identified family objectives.