Nurturing long-term wealth
While we are undeniably down to earth, Private Client Holdings has our eye firmly on the future. Wealth management is a long-term approach that adapts according to the different stages of your life and beyond. We start by getting to know you and your circumstances well – really well. We then draw up a strategic plan that slots in with your one-of-a-kind needs. And from here we structure appropriate wealth management solutions according to your risk profile. Experience and numbers have taught us that a diversified plan and investment styles, coupled with Best of Breed fund managers, delivers the best results.
Our journey together
Your wealth management journey begins with the relationship you have with one of our highly experienced Wealth Managers. We understand just how important this relationship is, as he or she will be the person sitting with you at your dining room table, working out how to best achieve your goals. And even though your Wealth Manager will be your dedicated point of contact throughout your relationship with Private Client Holdings, know that they tap into expert research and opinion from all the various departments within our company – such as Tax, Segregated Portfolios, Research and Fiduciary services – making sure that your plan has been looked at from all angles.
TEL +27 21 671 1220
FAX +27 21 671 1149
The cornerstone activity within the greater Private Client Holdings group, our wealth management services include comprehensive asset allocation reporting, multi manager risk profiled unit trust portfolios and segregated managed share portfolios.
Multi Manager Solutions
We have a range of risk profiled multi manager solutions which compliment our clients’ long term wealth management strategies. We model our portfolios by using best-of-breed asset management organisations that have proven track records. We then structure these models according to your specific risk profile, invest in a number of different asset classes and assign a portion of your portfolio to be held offshore to further diversify your portfolio and offer protection against volatile Rand value fluctuations.
Retirement planning is a two-phased process. The first stage is planning for your retirement while you are still in the wealth creation phase, and the second is once you’ve retired and are in the wealth preservation and transfer phase of your life. Drawing on our expertise and understanding of your one-of-a-kind set of needs, we use a sophisticated computer software system to project values, identify potential shortfalls and provide personal recommendations that will deliver the best results for you. And all of which is underpinned by a solid understanding of the tax implications at retirement. Our personal Wealth Managers constantly assess and review your financial wellbeing to make sure that your golden years – will remain golden.