• Private Client Holdings

Intellidex Awards Announce South Africa’s Top Private Banks and Wealth Managers

Updated: Nov 20, 2019

The 2019 Intellidex Top Private Banks and Wealth Managers Awards, held in Johannesburg recently, has established itself as SA’s leading assessment of the industry. Private Client Holdings put in a stellar performance in its first year of entry, taking second position overall in the Top Wealth Manager Boutiques in South Africa.

Private Client Holdings offers a complete range of professional services to handle every aspect of our client’s financial life, including wealth and asset management, tax, accounting, cash and fiduciary services - which together provide a multi-Family Office service. We have a long track record of strong and steady performance - which has inspired confidence amongst investors and elevated us above our competition – allowing us to win this award. Private Client Holdings put in a stellar performance in our first year of entry, taking second position overall. We also placed 3rd in the Passive Lump-sum Investor award and 2nd in the Successful Entrepreneur award. However, the award we are most proud of is placing 2nd in the People’s Choice award. This award is based purely on feedback from a confidential client survey. Results were generated from a weighted score - one of which measured Trustworthiness in which PCH ranked highest overall scoring 9.88 out of 10.

Grant Alexander, director of Private Client Holdings says that being recognised in the Intellidex Top Private Banks and Wealth Managers Awards is extremely gratifying. “We are pleased to have the hard work and dedication of our exceptional team and our company recognised by our valued clients and by the Intellidex judges. Private Client Holdings continues to be lauded as a champion of best practices with investment strategies that deliver consistent outcomes over time – and our track record has inspired confidence amongst our private clients.”

Intellidex’s Top Private Banks and Wealth Managers survey is an annually held research project designed to benchmark companies in the South African wealth management and private banking sector. First launched in 2012, the Intellidex research process has two main elements; the first is a questionnaire that the company completes and the second element is an anonymous online client survey which assesses the different strengths and weaknesses of the private banks and wealth managers. According to Intellidex, because different firms have different areas of focus and speciality, the individual archetype winners are as important as the overall awards and deserve recognition for their area of excellence.

Private Client Holdings director Andrew Ratcliffe says that this recognition by the Intellidex Top Private Banks and Wealth Managers Awards is evidence of Private Client Holdings’ commitment to the financial well-being of our clients. “It stress tests the quality and resilience of the financial plans prescribed by the wealth management team at Private Client Holdings and it affirms that the company’s management, strategies and operations are all of the very highest standards.”

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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

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