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. 

 

It’s a forward-thinking, heavily regulated service that we are able to deliver thanks to our carefully developed, integrated organisational structure, which is made up of six specialist divisions: Wealth Management, Portfolio 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

GOALS-BASED WEALTH MANAGEMENT 

 

At Private Client Holdings, we take pleasure and pride in nurturing wealth for our clients and their families. Our goals-based approach to wealth management prioritises what the investor actually wants to achieve with their investments — it is a constructive, holistic approach that addresses the overall well-being of the client and creates open dialogue about ambitions, fears and opportunities. It defines the goals and priorities of clients and focuses on risk management and portfolio behaviour — goals are tangible.

 

Private Client Holdings was awarded International Adviser Best Practice Adviser Awards in 2016 and 2017 — this included being chosen as ‘Best Adviser Firm in South Africa 2017’. We are a Financial Planning Institute (FPI) of Southern Africa Approved Professional Practice™, and one of our wealth managers was awarded the FPI Planner Of The Year in 2017, endorsing our commitment to best practice, corporate governance and strict adherence to regulation.

 
 
Portfolio Management

A GROUNDED APPROACH 

 

Private Client Portfolios’ carefully considered investment philosophy and investment process form the cornerstone of our investment planning offering. Our investment philosophy is “mindful of the people that we serve and grounded in independent, rational thinking, in diversification and in long-term value creation.”

 

Our unique offering includes both local and offshore segregated portfolios and multi-manager CIS funds, which allow for the efficient implementation of our best ideas across all asset classes. Our multi-manager CIS funds, which incorporate best of breed external fund managers and select internal strategies, empower us to efficiently implement our best ideas across all asset classes. Our single manager segregated portfolio offering provides a more specialised service to clients, giving them direct access to our investment expertise.

Our goal is to outperform our peers and the markets, which is something we are proud to say our conservative yet results-driven approach has consistently achieved for over 18 years.

 

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. Executorships and deceased estate administration in South Africa are highly regulated. Our vast experience in the wrapping up of estates and our comprehensive knowledge of tax, life assurance, the administrative process of the Master’s Office and SARS enable us to handle your estate timeously and with the greatest care and professionalism at a time when your family needs it the most. We offer a personalised solution: holistic, dynamic and, above all, sustainable.

 

This includes:

  • Estate Planning

  • Drafting of Wills

  • Formation of Trusts

  • Trust Administration

  • Estate Administration Services

 
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. But 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, closed corporations and companies. Given the ever-changing legislation and its increasing complexity, we make sure that our professional team has current knowledge of all tax legislation and departmental practices. We continuously engage with the South African Revenue Service (SARS) to keep your affairs in order.

Our services include:

  • Tax Planning

  • Accounting Services

  • Payroll Administration

  • Xero Accounting Software Specialists

  • Monthly Bookkeeping, VAT, PAYE, UIF, SDL

  • Financial Statements and Independent Reviews

  • Business Valuations and Management Advisory Services

  • Corporate Benefits Solutions

  • Auditing

Proudly joined by

 
Cash Management

FOREIGN EXCHANGE AND CORPORATE CASH MANAGEMENT 

 

Our professional, efficient and effective cash management service is perfectly positioned to manage readily available funds and maximise returns on these funds. This service, offered in partnership with Investec, gives individuals and businesses access to outstanding foreign exchange rates and explores money market and dividend income solutions with a consistent move up the yield curve.

 

For our corporate clients, Private Client Holdings offers a monetary

return by effectively managing available cash and using it as an asset

to generate additional income. We are able to offer a highly efficient and secure banking administration facility that enables us to efficiently manage your money online.   

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  • PCH

Disclaimer   |   © 2018 Private Client Holdings

Private Client Holdings is an authorised Financial Services Provider.

The licences we hold with the Financial Services Board are:

Private Client Holdings – FSP 613

Private Client Portfolios – FSP 399 78

Private Client Wealth Management – FSP 399 79