Click here to open the Personal Abridged Quotation Form
Click here to open the Commercial Abridged Quotation Form
Click here to view the Risk Matrix
Private Client Holdings wealth management specialists are available to field your questions, offer advice and insight and steer you in the right direction.
TEL +27 21 671 1220
FAX +27 21 671 1149
EMAIL info@privateclient.co.za
46 Main Road, Claremont, 7708 Cape Town
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Private Client Holdings is currently developing an exciting, unique new interface that will allow our clients to login and monitor every aspect of their accounts and portfolios being handled by us. Offering the option of continual and confidential updates at all times.
Please watch this space...
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Private Client Holdings is an authorised Financial Services Provider. The licenses we hold with the Financial Services Board are:
Private Client Holdings – FSP 613
Private Client Portfolios – FSP 399 78
Private Client Wealth Management – FSP 399 79