About Private Client Holdings
Founded in 1990, Private Client Holdings strives to provide a specialist solution to every client's individual financial needs by building a bespoke financial plan with quantifiable goals. We offer our clients a comprehensive range of service and expertise to manage and grow their wealth — all under one roof.
Our vision has always been crystal‐clear: We take pleasure and pride in nurturing wealth for our private clients and their families.
Private Client Holdings
Grant Alexander & Andrew Ratcliffe CFP
Private Client Financial
Guy Lanfear, Andrew Kirkman, Greg Bunyard, Jeremy Burman,
Stephen Chapman, Daniel Marais
Mark MacSymon CFP®
An economist by profession, Mark believes that the most important attributes of the modern financial planning professional are impartiality, transparency and a commitment to service excellence. Although he regards a strong academic background as essential to rendering a quality wealth management service, Mark believes first and foremost that the most valuable commodity in the wealth management industry is trust, built over time. Mark was awarded the FINANCIAL PLANNING INSTITUTE's™ Financial Planner of the Year 2017.
Bryan Leach CFP®
Bryan has been with Private Client Holdings since 2009 and focuses on a truly committed relationship with his clients. His years of experience within the industry that span both smaller brokerages and larger corporate organisations have made him well equipped to holistically focus on managing his clients’ wealth. Bryan holds a Bachelor of Commerce Honours in Investment and Financial Management.
Gareth has been a key member of the PCH Wealth Management team for the past 18 years. His primary focus lies in financial planning and asset management for high net worth individuals, including families, business owners and retirees. Gareth provides sound advice and excellent customer service through in-depth analysis and client value management. Gareth holds a Post Graduate Diploma in Financial Planning through the University of the Free State.
Luke Hirst CFP®
Luke was born in the UK, and after being schooled in Yorkshire, he went on to read a BSc (Honours) in Medical Microbiology. His interest in Wealth Management led him into the financial sector in London, predominantly in relationship building within the fund management industry. Luke has successfully established and run his own businesses in South Africa and thrives on using his extensive experience to assist his clients in meeting their wealth goals.
Tyrone Coetzee CFP®
Tyrone joined the PCH Wealth Management team in 2013. Originally from Durban, he moved to Cape Town to further his career in wealth management and to enjoy the beauty of the Cape, resonating his belief in a solid work–life balance. Tyrone has had experience in the Independent Advisory field, coupled with a BSC degree and a Post Graduate Diploma in Financial Planning from the University of Stellenbosch.
Andrew is a welcomed asset to the PCH Wealth Management team. He has a wealth of experience in nurturing his clients’ financial wellbeing, gained from a quarter of a century spent in financial services within the banking sector. Andrew is a successful sports business owner.
He holds a National Certificate in Financial Wealth Management.
Warren Buys CFA®, CFP®
Warren has built up extensive experience in the investment industry over the last 21 years working as a quantitative analyst, equity analyst, and portfolio manager with the larger asset managers. His passion for working with people and financial markets has culminated in his role as wealth manager for PCH Wealth Management. Warren obtained a BCom in economics and business management and an MSc in financial management.
Nicola Langridge CFP®
Nicola is a valuable addition to our Wealth Management team. Nicola brings with her years of internal consulting and team leader experience and has excelled in her core focus on compliance.
Before joining PCH, Nicola spent four years in asset management on the operational side of unit trusts. Nicola holds the CFP® designation and has passed the 1st level CFA exam. She has a Bachelor of Business Science with Honours in Finance from UCT as well as a Post Graduate degree in Financial Planning from UFS.
Wynand has a strong technical background in Investment Management. He has worked as a structured solutions specialist and served on fund committees at larger institutions. He focusses on building relationships based on trust with his clients and is a firm believer in providing truly independent advice. He obtained his Post Graduate Diploma in Financial planning, after having completed his Bcom Honours in Econometrics.
PCH Wealth Manager Associates
(Left to right. Top to bottom) Mark Dickinson, Roxanne Frey, Michelle Hawson, Melissa Weber, Ninienne Groenewald, Nosiphiwo Mzolisa.
PCH Internal Consultants
(Left to right) Robyn Hopkinson, Christian Helmbold, Christine Patterson, Anshe Swart, Michelle Van Wyk.
PCH Corporate Solutions (Corporate Cash Management, Forex, Employee Benefits, Healthcare Administration)
(Left to right) Valencia Kirsten, Anna Letsira, Sian Murray, Mario Viljoen.
Private Client Portfolios
(Left to right) Brendan Bergs, Allan Bothma, Mark Hutchinson, Amy Oosterbaan, James Worthington-Fitnum
Private Client Trust
(Left to right) Sarah Love, Elmien Pols
(Left to right) Sue Blake, Gerrit Horn, Michael Newdigate, Chris Obose, Ethan Sisam, Michele Williams.
PCF Annual Financial Statements
(Left to right) Adri Van Renen, Dyllan Dafel, Jeremy Van Heerden, Zahiera Latief.
PCF Monthly Accounting
(Left to right) Dennis Chirongoma, Gakiemah De Bruyn, Harrison Aborgah, Jessica Smyth, Musa Maseko, Nicole Manuel, Tania Van Zyl,
William-John Paul Groener, Ziyanda Mphambani.
(Left to right) Jennifer Perry, Shamega Satardien.
PCF Audit Management
(Left to right) Alexis Gaffley, Jason Jacobs, Sean Schwartz.
(Left to right) Rushana Abdullatief, Prudence Adams, Firyal Barmania, Alice Kyobe, Jeffrey Sephton.
(Left to right) Aman Collins, Jill Chamberlain, Mario Jardine, Rohda Arendse, Stephanie Follentine, Nuresha Cornelius.
Support and Security
(Left to right) Maureen Adonis, Farouk Daniels, Lwandise Hina, Bongani Malgas, Sinethemba Mnguni, Monica Ngoqo
Human Resources & Marketing
(Left to right) Marsan Cooper, Carina Mitten, Cathy Alexander.
All our corporate social initiatives are driven by individual members of the PCH team who are actively involved in the relationship, be it cycling with the UCT cycle team powered by PCH, attending regular E-T-E meetings, nurturing our relationship with REAP, or planting trees with Greenpop, amongst others.