top of page
In the Press
In the Media

[VIEW] Oct 2024, What stage of wealth creation and wealth preservation are you at?

[VIEW] Sep 2024, Your annual reminder to draft or update your will

[VIEW] Aug 2024, Interview with Nicola Langridge, CFP® and Benito Vergotine

[VIEW] Aug 2024, The greatest gift of consolidated investments is peace of mind

[VIEW] Jul 2024, What is a Family Office approach to wealth management?

[VIEW] Jun 2024, The Top Private Banks and Wealth Managers For 2024

[VIEW] May 2024, Who do you trust with your digital information?, Sarah Love

[VIEW] Feb 2024, The importance of closing the wealth management loop

[VIEW] Nov 2023, The art of estate planning

[VIEW] Sep 2023, Trust, loyalty: ethical heartbeat of wealth management

[VIEW] Aug 2023, Global investments: Does one worldwide Will suffice?, Elmien Pols

2-2.jpg
awards.jpg
Our Awards

[VIEW] Jun 2024, Top Private Banks and Wealth Managers Financial Mail 

[VIEW] Jun 2021, Top Private Banks and Wealth Managers Financial Mail 

[VIEW] Jun 2021, Private Client Holdings Wins Multiple Intellidex Awards 

[VIEW] Jun 2021, Intellidex Top Private Banks & Wealth Managers 2021 Report

[VIEW] March 2020, Top 100 Independent Advisers in the world: Andrew Ratcliffe CFP®

[VIEW] Jul 2019, CFI Best investment advisory 2019

[VIEW] Jul 2019, Intellidex Awards Announce SA’s Top Private Banks & Wealth Managers 

[VIEW] Nov 2018, International Advisor Best Practice Awards Announced

[VIEWOct 2017, New financial planner of the year announced

[VIEWOct 2017, Financial Planner of the Year: Mark MacSymon

Our Awards
Market Review
Market Reviews
Our Newsletter
Newsletters
perspectives.png

[VIEW] 2024 10 PCH Perspectives

[VIEW] 2024 09 PCH Perspectives

[VIEW] 2024 08 PCH Perspectives

[VIEW] 2024 07 PCH Perspectives

[VIEW] 2024 06 PCH Perspectives

[VIEW] 2024 05 PCH Perspectives

[VIEW] 2024 04 PCH Perspectives

[VIEW] 2024 03 PCH Perspectives

[VIEW] 2024 02 PCH Perspectives

newsletter.png

[VIEW] PCH Insight-Volume 34

[VIEW] PCH Insight-Volume 33

[VIEW] PCH Insight-Volume 32

[VIEW] PCH Insight-Volume 31

[VIEW] PCH Insight-Volume 30

[VIEW] PCH Insight-Volume 29

[VIEW] PCH Insight-Volume 28

[VIEW] PCH Insight-Volume 27A 

[VIEW] PCH Insight-Volume 27 

leaflet.png
Brochures
Legal

[VIEW] PCH Brochure

[VIEWPCH Corporate Stewardship
[VIEW] PCH Tax Guide 2024/25

[VIEW] Private Client Asset Management

[VIEW] PCH Corporate Stewardship Education

[VIEWPCH Corporate Stewardship PBO

 

legal.png

[VIEW] PCH PAIA Manual

[VIEW] PCH POPIA Policy

[VIEW] PCH Privacy and Data Breach Policy

[VIEW] PCH POPIA Data Breach Policy

[VIEW] PCH Conflicts of Interest Policy

[VIEW] PCH Client Complaints Procedure

[VIEW] PCH Client Portal Introduction

Our Brochures
Legal Documents
bottom of page