Private Client Holdings Archives

21 Jul 2023

Seizing the opportunity: From tax consultancy to family office

By Staff Writer

Private Client Holdings was one of the first financial advisory firms in South Africa to establish itself as a leading player in the specialised family office field. In the world of finance, adaptation and evolution are key to staying relevant to meet the changing needs of clients. This is especially true for financial advisory firms....

24 Jun 2020

Ruling from the grave a bad idea

By Staff Writer

Most of us want our possessions to be distributed very specifically when we die – the family home to one child, the holiday home to the other, a share portfolio to the surviving spouse, cash to a favoured charity – and on it goes. Having our wishes carried out after death and controlling the allocation...

04 Sep 2019

Retirement may be unaffordable for the largest generation in the world

By Janice Roberts

Millennials make up about a quarter of the world’s population and are fast becoming the largest generation in the world. It is interesting to understand how they, and Gen Z, the generation that proceeds them, approach investing and saving for retirement.

15 Jul 2019

Private Client Holdings wins prestigious international award

By Janice Roberts

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.

28 Jun 2019

Intellidex Awards Announce SA’s Top Private Banks And Wealth Managers

By Janice Roberts

The 2019 Intellidex Top Private Banks and Wealth Managers Awards, held in Johannesburg on Tuesday 25 June, has established itself as SA’s leading assessment of the industry. Private Client Holdings put in a stellar performance in its first year of entry, taking second position overall in the Top Wealth Manager Boutiques in South Africa.

25 Jun 2019

SA tax implications of emigration

By Janice Roberts

South Africa has recently gone through the perfect storm of political uncertainty.

12 Mar 2019

Is your financial advisor compliant? Questions to ask

By Janice Roberts

An avalanche of regulations governing the wealth management arena in South Africa means that wealth managers have had to adapt their business models to remain compliant.

05 Dec 2018

Offshore investment for Trusts through newly listed PrivateClient Global Growth Portfolio

By Janice Roberts

Private Client Holdings has announced that their PrivateClient Global Growth Portfolio AMC (Actively Managed Certificate) has been listed on the Johannesburg Stock Exchange.

11 Sep 2018

Why the draft bill pertaining to Living Wills is an important one

By Janice Roberts

A draft National Health Amendment Bill is to be introduced to parliament that will explicitly allow for living wills to be recognised and enforced.

23 Jul 2018

Estate Planning: Death and Marriage go together like a horse and carriage

By Janice Roberts

For most people the words “death” and “marriage” do not belong together in the same conversation. The last thing on people’s minds when they get married and enter into an ante-nuptial contract is death – the focus is usually around possible divorce. Likewise, when planning the affairs around our demise, very few of us would...

23 Oct 2017

Yet another industry award for Private Client Holdings

By Janice Roberts

Private Client Holdings has scooped no fewer than four industry awards this month, including the Financial Planning Institute’s prestigious ‘Financial Planner of the Year’ award and ‘Best Adviser Firm – South Africa’ at the International Adviser Best Practice Adviser Awards 2017 – an event where they also claimed top honours in two other categories.

31 May 2017

The latest trend in wealth management focuses on investor goals

By Janice Roberts

The winds of change blow regularly through the world of wealth management. It is an essential part of an industry dominated by economic trends and market performance. As a result, unsurprisingly, the advice traditionally given by financial advisors has been performance or risk based – or a combination of the two.