Grant Alexander and Andrew Ratcliffe, Directors of Private Client Holdings (PCH), with the CFI trophy naming PCH Best Investment Advisory Team – South Africa 2019
Private Client Holdings has been awarded the title of “Best Investment Advisory Team – South Africa 2019” in the Capital Finance International Awards.
The highly regarded London based CFI.co awards programme identifies individuals and organisations worldwide that truly add value through best practice service delivery within their industry.
Private Client Holdings is a Cape Town based company that offers a full spectrum Multi-Family Office service and which approaches wealth management with a customer-centric, goals-based perspective.
“While the concept of a Multi-Family Office is by no means a new idea internationally, it is a relatively young concept, and niche offering, in Southern Africa,” says Grant Alexander, director of Private Client Holdings. “We are taking the lead in Southern Africa when it comes to providing high net worth families with an all-inclusive wealth management solution. It’s a forward-thinking service that we are able to deliver thanks to our carefully developed, integrated organisational structure.”
Private Client Holdings was founded as a corporate tax consultancy practice in Cape Town, South Africa in 1990. Since then they have developed into a full spectrum Asset and Wealth Management Company and multi-Family Office, an arena in which, in the last few years Private Client Holdings has achieved sound traction.
“The company has been lauded as a champion of best practices with investment strategies that deliver consistent outcomes over time. The CFI judging panel believes that Private Client Holding’s blended and bespoke investment approach provides unparalleled support to the needs of high-net wealth families and the judges have no reservations in naming Private Client Holdings as the winner of the 2019 Best Investment Advisory Team award,” says Alexander van Doorn, awards liaison officer for CFI. “The company’s long track record of strong and steady performance – which has inspired confidence amongst investors – is just one of the factors that elevates it above the competition – allowing them to win this award.”
Director Andrew Ratcliffe says that this recognition by CFO.co stress tests the quality and resilience of the financial plans prescribed by the wealth management team at Private Client Holdings and it affirms that the company’s management, strategies and operations are all of the very highest global standard.
“Private Client Holdings focuses on a goal-based approach to wealth management and offer our clients a complete range of professional services to handle every aspect of their financial lives. We take pleasure and pride in nurturing wealth for our clients and their families.”
