Press / Awards

We are on a Winning Streak

In the last month Private Client Holdings has taken home FOUR industry trophies. We are extremely proud of all the recognition but we are not at all surprised and are certainly not going to let it go to our heads.

Instead, we will knuckle down and carry on doing what we do best…Nurturing our clients’ wealth.

It is Official…We are the International Advisers Best Adviser Firm in SA

Private Client Holdings also scooped three prizes at the International Adviser Best Practice Adviser Awards 2017 including the biggest honour. Not only did we top the charts in two sub-categories (‘Excellence in Professional Development’ and ‘Excellence in Business Strategy’) but we were also chosen as ‘Best Adviser Firm – South Africa.’

And We Have the Best Financial Planner in the Country

At a glitzy dinner last month, Mark MacSymon CFP® was crowned ‘Financial Planner of the Year’ by the Financial Planning Institute. The award is the highest accolade bestowed on financial planners in South Africa and it represents the very pinnacle of the profession. Mark, whose degrees and postgraduate qualifications proves how seriously he takes the science of financial planning, epitomises everything we stand for.

A Word From the Director

Grant Alexander, director of Private Client Holdings, sees the flurry of prizes as testimony to Private Client Holdings’ unique value proposition. “Our passionate team of like-minded professionals is totally committed to nurturing the wealth of our private clients and their families. And because all our services are in-house, we are able to be highly efficient and agile.”

Interested in learning more?

If you are interested in learning more about our Family Office approach to managing wealth, please contact one of our advisors today.

Media Enquiries

To find out more about all of our achievements or to schedule an interview with Mark MacSymon, Grant Alexander or Andrew Ratcliffe click here.


Grant Alexander (left) and Andrew Ratcliffe (right) receive their awards.

Grant Alexander (left) and Andrew Ratcliffe (right) receive the International Adviser Best Practice Adviser Awards.


In the Press

10 November 2017 RISKAFRICA Radio 17: Mark MacSymon, winner of the Financial Planner Of The Year Award

3 November 2017 Just Money chats with Mark MacSymon

1 November 2017 FPI Financial Planner of the Year announced

29 October 2017 Find that special chemistry with your financial advisor (PDF)

28 October 2017 Financial Planning Institute Announces 2017 Financial Planner of the Year

24 October 2017 New financial planner of the year announced

24 October 2017 2017 Financial Planner of the Year: Mark MacSymon

23 October 2017 Mark MacSymon is financial planner of the year

23 October 2017 Yet another industry award for Private Client Holdings

23 October 2017 Private Client Holdings’ on a winning streak

23 October 2017 FPI announces 2017 Financial Planner of the year

23 October 2017 The Client is the real Winner

23 October 2017 Mark MacSymon is financial planner of the year

20 October 2017 The client is the real winner ~ Mark MacSymon

20 October 2017 Private Client Holdings’ winning streak continues with yet another industry award

20 October 2017 Financial Planning Institute Announces 2017 Financial Planner of the Year

20 October 2017 Financial Planning Institute announces 2017 Financial Planner of the Year

20 October 2017 The client is the real winner ~ Mark MacSymon