SOUTH AFRICAN WEALTH MANAGER CHOSEN FOR GLOBAL TOP 100 LIST
Andrew Ratcliffe CFP®, of Cape Town based wealth management Private Client Holdings, has been selected as one of the Top 100 Independent Advisers in the world.
The Top 100 Independent Advisers are selected annually by International Adviser, a London based publication, to honour the industry’s most influential wealth managers and shine a light on those wealth managers who are successfully meeting the challenges of global regulatory shifts, technological advances and the ever-changing needs of clients in the financial services sector. These are the leading figures in the global financial services arena.
Ratcliffe, group CEO of Private Client Holdings and head of the wealth management division, acts as a family officer. He has had extensive exposure to asset management (both domestic and offshore), international tax, accounting, share portfolio management and fiduciary needs of private clients for more than two decades. He is passionate about the financial well-being of his international high net-worth clients and their families.
Private Client Holdings was founded as a corporate tax consultancy in 1990. Since then the company has developed into a full spectrum Asset and Wealth Management Company and multi-Family Office with six specialist divisions and offers a complete range of professional services to handle every aspect of their client’s financial life, including wealth and asset management, tax, accounting, cash and fiduciary services - which together provide a multi-Family Office service.
Of his career highlights, Ratcliffe says that together with partner Grant Alexander, transforming Private Client Holdings from a small company focused on tax advice into an award winning full-service, multi-family office with more than 100 staff is definitely at the top. “From humble beginnings, Private Client Holdings is now taking the lead in Southern Africa when it comes to providing high net worth families with an all-inclusive wealth management solution. In the past year alone, we won several awards from the likes of the Intellidex Top Private Banks & Wealth Managers Awards as well as the London based Capital Finance International Awards. However, it is not awards we are after. What is important to us is our relationship with our clients and ensuring that their personal wealth management and growth goals are consistently met””
“I am humbled to have been selected as one of the Top 100 Independent Advisers in the world and feel honoured that Private Client Holdings is recognised as providing a globally relevant service. That South African wealth management standards can really compete globally,” concludes Ratcliffe.
For more information on the IA100 awards visit https://international-adviser.com/ia-100/. or contact Private Client Holdings on 021 671 1220.