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.
PCH Wealth Manager Associates
(Left to right) Cameron Schultz, Chandbi Sterras, Michelle Hawson, Amy Oosterbaan, Alysha Heyns, Anna Letsira, Desire Matabane, Anshe Swart
(Left to right) Michelle Van Wyk, Robyn Hopkinson, Nicola Langridge, Derick Du Preez
Private Client Portfolio
(Left to right) Mark Hutchinson, Susan Vermaak, Hein Badenhorst
(Left to right) Ethan Sisam, Maite Rapetsoa, Sicebise Obose,
Sue Blake, Gerrit Horn, Michele Williams
PCF Monthly Accounts
(Left to right) Jessica Smyth, William-John Paul Groener, Dennis Chirongoma, Heinz Erwee, Gakiemah De Bruyn, Musa Maseko, Tania Van Zyl, Nadeema Van Der Westhuizen, Ziyanda Mphambani, Nicole Manuel, Harrison Aborgah
(Left to right) Courtney McKnight, Ra'eesa Khan, Sian Murray,
Jeffrey Sephton, Alice Kyobe. (not pictured: Gail Brown)
Private Client Trust
(Left to right) David Knott, Rafeeqa Petersen, Sarah Love,
PCF Annual Financial Statements
(Left to right) Adri Van Renen, Dyllan Dafel, Thula Mpapama,
Jeremy Van Heerden (Not pictured) Zahiera Latief
(Left to right) Thobela Siqholo, Phumeza Adonis, Maureen Adonis,
Monica Ngoqo, Bongani Malgas, Eunice Ntwana, Farouk Daniels
(Left to right) Mario Jardine, Jennifer Perry, Rohda Arendse, Jill Chamberlain, Shamega Satardien, Carina De Sousa, Nuresha Cornelius (Not pictured) Stephanie Follentine
Marsan Cooper, Nicolee Bowers, Claire Klein
Catherine Alexander, Claude Kirkman.
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.
Warren Buys CFA
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.