The highly qualified and experienced Private Client Holdings Wealth Management team and Trust Officers manage all of the assets, investments and financial planning needs of our clients, both locally and internationally. Helping all of our clients to achieve their financial expectations.
Our Wealth Managers work side by side with the Wealth Management Assistants who provide ongoing, invaluable support that facilitates the effective carrying out of the wealth management services, including comprehensive asset allocation reporting, multi manager risk profiled unit trust portfolios and segregated managed share portfolios.
Our financial experts within the Portfolio Management Team use their combined talents and experience to successfully build up our clients’ portfolios, maintaining and generating wealth through the discretionary management of unique equity portfolios for our private clients.
Our team of highly experienced and knowledgeable financial services experts work personally with clients to provide a comprehensive range of accounting, tax, business advisory and secretarial services to individuals, partnerships, trusts, close corporations and companies. Delivering optimised, customised and unique solutions that offer very real peace of mind, now and into the future.
The support team at Private Client Holdings consists of all those invaluable people who are often the first faces and voices that our clients interact with when dealing with us. First impressions last and through our support team, Private Client Holdings offers an honest impression of professionalism, personal service and exacting standards.
The continual expert assistance and loyalty from this team is what keeps Private Client Holdings running smoothly and efficiently at all times.
At Private Client Holdings we work with selected external consultants whom we bring in as specialist partners in the fields of Human Resources, Marketing, IT and Wealth Management. This allows us to focus on our core competencies whilst the consultants effortlessly manage their respective divisions with efficient delivery of top class services.
Private Client Holdings’ consultants are not only credible, experienced and competent experts within their specific fields but they also bring an invaluable perspective and outside offering that is honest and unbiased.