Wealth Management

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Investment Process

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.

Growth

Retirement Planning

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.