Our Management Team

Grant Alexander

Grant 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 within Private Client Holdings. A founding director with over two decades of active involvement in financial services and investments, his experience and knowledge are invaluable within the organisation.

Andrew Ratcliffe

Andrew is passionate about the effective dove-tailing of complementary strengths within the PCH group and measures wealth in terms of quality of life. 

A Professional Accountant and a certified Financial planner with a B Com and a Higher Diploma in Tax Law, Andrew has had extensive exposure to the tax, accounting, share portfolio management and fiduciary needs of private clients for over a decade.

Andrew heads up the Wealth Management Company and oversees the activities of the Financial Services and Short Term Insurance Company within the PCH group.

Jeremy Burman

Jeremy is a director of the Financial Services arm of Private Client Holdings.  He believes passionately in upholding the highest standards of integrity and personalised service. He holds a B.Com from UCT, an honours degree in Accounting Science from UNISA and is a qualified Chartered Accountant (SA). Having spent a number of years overseas working both in public practice and in commerce, he returned to South Africa and started his own accounting and auditing firm, before joining Private Client Holdings in 2006. 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.

Madelein Marais

Madelein is fervent about the need for sensitive and empathetic client liaison – often required within her role as head of the fiduciary services division. She believes strongly in a sensitive approach coupled with expert knowledge and experience. An Estate and Trust Officer, Legal Advisor, Certified Financial Planner (CFP ®) and admitted Attorney and Conveyancer of the High Court of South Africa, Madelein holds an LLB degree as well as a Post Graduate Diploma in Financial Planning from the University of Stellenbosch.

Madelein heads up the Fiduciary Services division within PCH.

Jeff Sephton

Jeff strongly believes that when you manage other people’s money you have to be meticulous about accuracy and deadlines – not to mention results. With an in depth understanding of Money Markets and years of hands on experience, Jeff holds a Diploma in Business Management (Dip. Bus. Man).

Working with Investec to ensure the best rates and services to Private Client Holding clients.

Jeff administers the PCH Corporate Cash Management Account.

Trevor Meehan

With a B.Com degree and in excess of 22 years experience in the financial services industry, Trevor’s experience spans banking (including small business lending and property finance), risk, investments and group schemes.

Trevor is responsible for managing Private Client Risk, a professional risk business within the PCH group that includes commercial, personal and specialist short term insurance requirements.