Overview
At Private Client Holdings, our wealth management experts use their combined talents and experience to successfully build up our clients’ portfolios, maintaining and generating wealth through the discretionary management of unique portfolios and strategies for our private clients. Our single-minded approach of minimising risk and maximising performance is a working philosophy we apply to all of our clients. This conservative yet results-driven attitude has enabled us to, since inception, consistently outperform the JSE indices.
Our Philosophy
We strive to provide a specialist solution to every client’s individual financial needs by building a customised strategic plan with quantifiable goals and deadlines. We structure appropriately allocated and diversified portfolios and invest in products that best suit each client’s unique risk profile and expectations. Private Client Holdings focuses on the two core, essential pillars of capital preservation coupled with the generation of wealth.
Contact Details
Contact Details
TEL +27 21 671 1220
FAX +27 21 671 1149
EMAIL info@privateclient.co.za
Investment Choices
The Private Client Holdings Investment Universe, as seen below, is divided into Segregated Portfolios and Multi-Manager Strategies.
Scroll over the graph below to link through to the fact sheets for more information.
Wealth
The Multi-Manager Strategies contain Funds that you may view here.
Portfolio
Within the Segregated Portfolios of the Private Client Holdings Investment Universe one finds Portfolios that you may view here.
Cash
Have a look at our Corporate Cash Manager Client fact sheet here.