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 GRANT ALEXANDER  Grant Alexander
Employer Private Client Holdings (Pty) Ltd
Suburb Claremont
Address 46 Main Road Claremont
FSP License  FSP Licence 613
Languages not specified
Email
Tel 671-1220 Fax 671 1149
Website www.privateclient.co.za
Qualifications B Com Honours (Tax) CA (SA) LLM
SERVICES 
Financial Advisors Fields of Specialisation Share Portfolio Management, Investment and Retirement Planning, and Tax.
Services Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Business Assurance
Offshore Investments
Group Schemes
Other Services Share Portfolio Management
LATEST NEWS & VIEWS:
EXPERIENCE
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.

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.
OTHER LISTED MEMBERS OF THIS FIRM
COMPANIES REPRESENTED  Financial Institutions South Africa
Other Companies represented Prudential
Absa
RMB-is
Realtime Financial Solutions
City Asset Management
Companies through which more than 30% of income is derived Investec
BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum R10,000
Recurring monthly R500
Financial Advisor Fees  Remuneration Fee and Commission
Legal structure of employer (Pty) Ltd company
Number of staff in Financial Advisor organisation 21 - 50
Professional indemnity Insurance  Indemnity insurance Insurance yes
Value R5,000,000
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