Private Client
Investments in Cape Town

Private Client Portfolios – FSP 399 78.
To take pleasure and pride in growing and sustaining wealth for our private clients and their families.
Private Client Holdings wealth management specialists are available to field your questions, offer advice and insight and steer you in the right direction.

To take pleasure and pride in nurturing wealth for our private clients and their families. The Private Client Holdings vision has always been crystal-clear; to take pleasure and pride in growing and sustaining wealth for our private clients and their families. We achieve this by providing superior financial advice and portfolio management services and by being approachable and open to each person with whom we do business. Open communication enables greater levels of understanding that feeds the energy levels needed to provide unmatched personal service. Private Client Holdings strive to provide a specialist solution to every client’s individual financial needs by building a customised strategic plan with quantifiable goals and deadlines. Our vision has always been crystal-clear; to take pleasure and pride in growing and sustaining wealth for our private clients and their families through the provision of superior financial advice and portfolio management services. Time-proven performance that portrays deep understanding of volatile markets builds client confidence. At Private Client Holdings we believe in long-term relationships based on a level of trust that is powerful and lasting. Over the years, as Private Client Holdings has grown and evolved, we have learnt that each client’s financial needs are as individual as his or her thumbprint. Started as a corporate tax consultancy practice in 1990, Private Client Holdings has progressed into a full spectrum wealth management company. Our collective experts work closely with our clients, building relationships based on trust, honesty, integrity and unquestionable ethics. Essential when working with other people’s wealth and ultimately, their security. Every member of the Private Client Holdings team is committed to our clients’ entire financial security, well-being, growth, prosperity and future stability at all times. Our unique Family Office service is an exciting offering from Private Client Holdings that looks at the big picture and devises a strategy for managing a family’s wealth that involves a comprehensive and integrated approach. Ensuring that your heirs receive their inheritance in the most tax efficient manner is a professional service on which we at Private Client Holdings pride ourselves. Our Wealth Managers work side by side with the Wealth Management Assistants who provide ongoing, invaluable support that facilitates the effective carrying out of the wealth management services, including comprehensive asset allocation reporting, multi manager risk profiled unit trust portfolios and segregated managed share portfolios. Our team of highly experienced and knowledgeable financial services experts work personally with clients to provide a comprehensive range of accounting, tax, business advisory and secretarial services to individuals, partnerships, trusts, close corporations and companies. Delivering optimised, customised and unique solutions that offer very real peace of mind, now and into the future. The support team at Private Client Holdings consists of all those invaluable people who are often the first faces and voices that our clients interact with when dealing with us. First impressions last and through our support team, Private Client Holdings offers an honest impression of professionalism, personal service and exacting standards.The continual expert assistance and loyalty from this team is what keeps Private Client Holdings running smoothly and efficiently at all times. Our Fiduciary services team ensure that all your Estate Planning, Will drafting, Inter Vivo’s and Testamentary Trust formation and administration and the administration of deceased estates is taken care of with the utmost of care. At Private Client Holdings we work with selected external consultants whom we bring in as specialist partners in the fields of Human Resources, Marketing & IT. This allows us to focus on our core competencies whilst the consultants effortlessly manage their respective divisions with efficient delivery of top class services. Private Client Holdings’ consultants are not only credible, experienced and competent experts within their specific fields but they also bring an invaluable perspective and outside offering that is honest and unbiased.