Directors

Grant Alexander

Grant Alexander

Director Private Client Holdings
B.Com Hons (FAPM) (Tax) CA (SA) LLM

A Chartered Accountant with an Honours degree in taxation and a Masters degree in commercial law, Grant 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 is the Chairman of the Investment Committee.
E: grant@privateclient.co.za

Andrew Ratcliffe

Andrew Ratcliffe

Director Private Client Holdings
B Com (HDip Tax) CFP Professional Accountant (SA)

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 division and oversees the Risk and Cash Management services.
E: andrew@privateclient.co.za

Jeremy Burman

Jeremy Burman

Director Private Client Financial services
B.Com Hons CA (SA)

Jeremy 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 in London – 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.
E: jeremy@privateclient.co.za

David Knott

David Knott

Non-executive director Private Client Trust

With over 40 years’ experience in the fiduciary field, David was the former Head of Fiduciary Products at BoE Trust. David was responsible for the creation of the fiduciary offering of The Board of Executors in Johannesburg in 1981 and has since played a leading role in setting standards and establishing policies and procedures for FISA. Recognised by FISA as a certified Fiduciary Practitioner of South Africa (FPSA), David was admitted as a member of The Society of Trust and Estate Practitioners, United Kingdom. David contributes an invaluable depth of wisdom and knowledge to Private Client Holdings.
E: david@privateclient.co.za

Wealth Managers

Alan Ferguson

Alan Ferguson

Alan has been with Private Client Holdings for over 13 years.

Alan holds a Bachelor of Science Business Administration degree as well as qualifications in Managerial Advancement Programme from Wits University. He is a Registered Financial Service Provider Category 3 and is an Associate of the Financial Planning Institute.

He has been married for forty six years and has three children. Alan is currently President of the African Powerlifting Federation and Board Member of the international Powerlifting Federation. He is an ex springbok and six time world masters powerlifting champion. Alan is a keen and active Rotarian and Paul Harris Fellow and is twice Past and Current President of the Cape of Good Hope Rotary Club.
E: Alan@privateclient.co.za

Bryan Leach

Bryan Leach

Bryan has been with Private Client Holdings since 2009 and focuses on a truly committed relationship with his clients. His years of experience within the industry that span both smaller brokerages and larger corporate organisations means he is very well equipped to holistically focus on effectively managing his clients’ wealth.

Bryan holds a Bachelor of Commerce Honours in Investment and Financial Management and is a CERTIFIED FINANCIAL PLANNER®.

He is interested in golf, squash, wine and most importantly family life. He is married and has two wonderful daughters.

E: Bryan@privateclient.co.za

Gareth Lange

Gareth Lange

Gareth has been a key member of the Private Client Holdings Wealth Management team for the past 15 years. His main focus lies in financial planning and asset management for high net worth individuals – including families, business owners and retirees. Gareth focuses on providing sound advice and excellent customer services through in-depth analysis and client value management. With this advice-driven approach to comprehensive financial planning, he has helped many affluent clients achieve financial clarity and peace of mind.

Gareth is a member of the South African Institute of Financial Markets and will be studying towards his Post Graduate Diploma in Financial Planning (CFP) in 2014. He enjoys the outdoors, sports and spending time with his wonderful family.

E: Gareth@privateclient.co.za

Mark MacSymon

Mark MacSymon

An economist by profession, Mark believes that the most important attributes of the modern financial planning professional are impartiality, transparency and a commitment to service excellence. Although he regards a strong academic background as essential to rendering a quality wealth management service, Mark believes first and foremost that the most valuable commodity in the wealth management industry is trust – built over time.

Mark completed his Masters of Commerce (majoring in Economics) at the University of Stellenbosch and is a CERTIFIED FINANCIAL PLANNER®. He has also completed the Advanced Post-Graduate Diploma in Financial Planning and is committed to on-going studies within the financial planning profession.

He spends his leisure time enjoying a variety of ocean-related activities, as well as golf, trail-running and mountain biking.

E: mark.macsymon@privateclient.co.za

Tyrone Coetzee

Tyrone Coetzee

Tyrone joined the PCH Wealth Management Team in November 2013. Originally from Durban, he moved to Cape Town to further his career in Wealth Management and to enjoy the beauty of the Cape, resonating his belief in a solid work / life  balance. Tyrone has had experience in the Independent Advisory field, coupled with a BSC degree and a Post Graduate Diploma in Financial Planning from the University of Stellenbosch. Tyrone takes a holistic stance in his approach to Wealth Management, believing that understanding his clients full needs, empowers sound, impartial and ethical advice when formulating comprehensive wealth management solutions. Tyrone is a sports enthusiast, having played sport at a competitive level, he still enjoys swinging a golf club, cricket bat, squash racquet, hockey stick as well as heading down to the Atlantic for the occasional surf.

E: tyrone@privateclient.co.za

Michelle van Wyk

Michelle van Wyk

Part of our Wealth Management team, Michelle has been with Private Client Holdings since 2012, and is an Internal Consultant and Employee Benefits Specialist in the Wealth Management Department. Michelle grew up in Port Elizabeth, and after completing her BComm Accounting at Nelson Mandela Metropolitan University, she moved to Cape Town to further her career. She has a Post Graduate Diploma in Financial Planning and is a CERTIFIED FINANCIAL PLANNER®.

Michelle is passionate about member education when it comes to Employee Benefits and feels that it is vital for staff to understand the Employee Benefits structure that their employer has put in place, in order to ensure that the employees are able to retire comfortably, and are adequately covered should something unforeseen happen to them.

An avid rugby supporter, Michelle is a fundamental part of the PCH social committee ensuring fun and success in a myriad of activities, be it Dragon Boat racing or the PCH Table Tennis championships. Michelle’s weekends are spent outdoors enjoying the beautiful Cape with her friends and family.

E: michellevw@privateclient.co.za

 

Luke Hirst

Luke Hirst

Luke Hirst has joined Private Client Holdings as a Wealth Manager. Luke was born in the UK and after being schooled in Yorkshire, he went onto get a BSc (Honours) in Medical Microbiology. However, his interest in Wealth Management led him into the financial sector in London – predominantly in relationship building within the fund management industry. In 2004 Luke moved to Cape Town and has since been involved in the set up and management of a number of businesses, including the IDM Group and Vino Pronto, before joining PCH. Having completed a post graduate degree in Financial Planning with University of Free State, Luke is passionate about building long term relationships with his clients to assist them with their financial needs. In his spare time Luke enjoys rugby, squash and skiing and spending time with his wife and three children.  He is also an oenophile who enjoys sampling the many South African wines on offer.

E: luke@privateclient.co.za

Jacques Brown

Jacques Brown

Jacques was born and bred in the Cape Winelands, and after qualifying as a tax consultant and completing his articles, his travels led him on a divergent path, one that ended up following his lifelong dream on the ski slopes of Colorado, taking up his passion of skiing and rock climbing.

He continued in the world of hospitality on his return to SA in management and consultancy roles.  In time he realised that his true (and first) calling was within the financial services industry and subsequently spent the next decade establishing a reputation as a dependable and reputable advisor in the Southern Cape wealth management industry, specialising in the investment and protection of families’ hard-earned nest eggs.

Jacques and his wife Melanie recently moved his family to the Cape and settled back in his hometown of Somerset West. However, they return to the Garden Route regularly where he still services his clients, many of whom he now regards as close confidantes.

Jacques holds a Bachelor of Commerce degree in Accounting and is a CERTIFIED FINANCIAL PLANNER®.

The ski slopes may be far behind him but Jacques still loves being outdoors and on the weekend you will find him cycling and hiking on the beautiful wine lands mountains with his two sons.

E: jacques@privateclient.co.za

 

 

Andrew Cillie

Andrew Cillie

Andrew is a welcomed asset to the PCH Wealth Management team. He has a wealth of experience in nurturing his clients’ financial wellbeing, gained from a quarter of a century spent in financial services within the banking sector. Andrew is a successful sports business owner in his own right. He holds a National Certificate in Financial Wealth Management.

E: acillie@privateclient.co.za

Administration

Jeff Sephton

Jeff Sephton

Financial Manager Private Client Holdings

Jeff is the company’s Financial Manager. He is committed to the fact that when you manage other people’s money you have to be meticulous about accuracy and deadlines – not to mention results. Jeff holds a Dip (Bus Man) BCom Professional Accountant (SA) and has years of hands on experience. Jeff diligently manages Private Client Holdings Administration ensuring that the various services offered by Private Client Holdings interface seamlessly and overseeing client confidentiality at all times.

E: jeff@privateclient.co.za

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