| Firm |
Private Client Holdings (Pty) Ltd |
| Address |
46 Main Road, Claremont, Southern Suburbs, 7705 |
| Languages |
English
(in order of proficiency) |
| Qualifications |
B Com Honours (Tax) CA (SA) LLM |
| Financial Advisors Fields of Specialisation |
Share Portfolio Management; Investment and Retirement Planning; Tax and Estate Planning |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Share Portfolio Management |
I am a Chartered Accountant with an Honours degree in Taxation and a Masters degree in Commercial Law. I also have several investment qualifications from the Securities Institute (London) and a B Com Honours degree in Financial Analysis and Portfolio Management from the Graduate School of Business.
I am responsible for Portfolio Management and Fiduciary Services. With almost two decades of active involvement in financial services and investments, I feel that my experience and knowledge is as good as the best anywhere in the world. |
In 1989 the Private Client Group opened its doors as a corporate tax consultancy practice. As our client base expanded and changed, so did their financial needs. Due to excellent service, an exceptional track record, innovative ideas and adherence to the highest level of ethics, we formed additional companies. The Group now provides a full range of top quality financial services to private clients, their trusts and companies. Our Group comprises: Private Client Holdings, Private Client Portfolios, Private Client Financial Services and Private Client Wealth Management.
Although academic qualifications are a prerequisite, I believe that it is the hands-on service and in-depth understanding of each client's needs that differentiates the Private Client Holdings Group.
|
| Other Companies represented |
- Cadiz
- Prudential
- RMBIS
- Realtime Financial Solution
- City Asset Management
- Blue Ink
- BJM
- SPI
- Standard Financial Markets
|
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R10,000,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
21 - 50 |
