How can we assist you in managing
your wealth today?
JSA All Share
Private Client Holdings Performance
Private Client Holdings Performance
Private Client Holdings Performance
Private Client Holdings Performance
The objective of the PCP CORE EQUITY PORTFOLIO is to provide long-term capital growth through a diversified portfolio of JSE-listed shares. The portfolio aims to outperform the All Share Index over the medium term, assuming an above average level of risk in the short term.
The PCH Core Equity Portfolio invests in quality businesses at reasonable prices with the aim of holding for the long term. The PCH investment team makes use of portfolio models which base share selection on fundamental factors, while using quantitative statistics to buy and sell at preferential levels.
Family Office
FORWARD THINKING AND INTEGRATED
While the concept of a Family Office is by no means a new idea internationally, we are taking the lead in South Africa when it comes to providing high net worth families with an all-inclusive wealth management solution.
Private Client Holdings acts as your personal Chief Financial Officer. We provide a central collaborative point to support you and your family across the whole range of your wealth management needs, from long-term planning to routine transactions and administration.
Our carefully developed, integrated organisational structure, is made up of six specialist divisions: Wealth Management, Asset Management, Financial Services, Fiduciary Services, Cash Management and Risk Management. Each unit concentrates on its specialised aspect of wealth management, and most importantly, all divisions collaborate to deliver a cohesive multi-Family Office solution.
Grant Alexander
Andrew Ratcliffe, CFP®
Wealth Management
NURTURING LONG-TERM WEALTH
Your wealth management journey begins with your relationship with one of our experienced wealth managers, who will work with you to determine how to achieve your goals. Your dedicated wealth manager will be your point of contact at Private Client Holdings.
Our wealth managers are supported by teams of specialists from all the service pillars within our company - such as tax, asset management (both segregated and multimanager solutions), fiduciary services, as well as risk and cash management. Together, they will ensure that your wealth management strategy is well formulated.
Asset Management
YOUR PORTFOLIO IS UNIQUELY DESIGNED TO PRESERVE YOUR CAPITAL AND GENERATE WEALTH
Private Client Asset Management is where we apply our investment skills and expertise.
Our investment team’s collective talent is harnessed to build portfolios that will preserve your capital and grow your wealth. Our investment philosophy is mindful of the people we serve and is grounded in independent rational thinking, diversification, and long-term value creation.
Our core principles:
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CLIENTS FIRST
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INDEPENDENT RATIONAL THINKING
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DIVERSIFICATION
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CREATE LONG TERM VALUE
Fiduciary Services
CREATING A LASTING LEGACY
Leaving a legacy is a wonderful gift, but it is also a complex one that must be thought through carefully. To make sure that your needs, as well as the needs of your beneficiaries, are met, we combine our extensive experience with an in-depth analysis to assess both your current financial picture and the one you hope to achieve.
We provide a personalised solution that is holistic, dynamic and, above all, sustainable. This includes estate planning, the drafting of Wills, formation of trusts, estate administration services as well as providing offshore and cross border advice to clients who live in multiple jurisdictions.
Financial Services
SOUND FINANCIAL ADVICE
We know many individuals and organisations see routine administration as a grudge job that often drops to the bottom of the to-do list.
Well-maintained books make the difference between a business that is a success and one that is not. This is why we offer a comprehensive range of accounting, tax, business advisory and secretarial services to individuals, partnerships, trusts, close corporations and companies.
We have a broad and deep competence in terms of knowledge, skill and experience in dealing with family businesses and owner-managed businesses.
Our services include:
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Tax Planning
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Accounting Services
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Payroll Administration
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Xero Accounting Software Specialists
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Monthly Bookkeeping, VAT, PAYE, UIF, SDL
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Financial Statements and Independent Reviews
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Business Valuations and Management Advisory Services
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Corporate Benefits Solutions
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Auditing
Cash Management
FOREIGN EXCHANGE AND CORPORATE CASH MANAGEMENT
Private Client Holdings offers great returns by effectively managing your
available cash and using it as an asset to generate additional income.
Working in partnership with reputable private banks, we offer a highly
competent and secure banking administration facility that enables us to
efficiently manage your money online.