Private Client Holdings: Best Investment Advisory Team South Africa 2019

Founders: Grant Alexander and Andrew Ratcliffe

Looking after clients’ wealth is a point of pleasure and pride at Private Client Holdings, the South African firm that approaches wealth management from a customer-centric, goal-based perspective. The firm aims to outpace its peers and outperform the markets with a conservative yet results-driven approach that has consistently delivered respectable returns over the past 19 years. The firm’s long track record of strong and steady performance is a just one of the factors that elevates it above the competition. The innovative fintech solutions — a result of years of savvy tech investments — is yet another factor. Tech advances have enabled Private Client Holdings to operate at superior levels of efficiency and rapid response, but the firm counts its people as the force that most drives its success. Private Client Holdings employs over 100 highly qualified professionals who are dedicated to the firm’s philosophy: to provide investment advisory services that are tailored to the client and “grounded in independent, rational thinking, in diversification and in long-term value creation”. Private Client Holdings has been lauded as a champion of best practices with investment strategies that deliver consistent outcomes over time — and its track record has inspired confidence amongst investors as well as investment team members. The CFI.co judging panel believes the firm’s blended and bespoke investment approach provides unparalleled support of the needs of high-net wealth families. The judges have no reservations in naming Private Client Holdings as the winner of the 2019 Best Investment Advisory Team (South Africa) award.

marten

Recent Posts

European Bank for Reconstruction and Development (EBRD): Trailblazers in Climate Finance Initiatives Europe 2025

The European Bank for Reconstruction and Development (EBRD) plays a transformative role in aligning financial…

1 week ago

World Gold Council: Leader in Gold-Backed Investment Innovation USA 2025

World Gold Council has played a transformative role in reshaping the global investment landscape by…

2 weeks ago

BofA’s Merrill Edge: Excellence in Hybrid Investment Advisory Models US 2025

Bank of America’s Consumer Investments platform has become a leader in hybrid investment advisory services…

4 weeks ago

CORDET: Best Alternative Credit Investor United Kingdom 2025

CORDET provides flexible, long-term financing solutions to mid-market businesses across Northern and Western Europe, with…

2 months ago

Alpha Bank: Most Innovative Family Banking Services Greece 2025

Alpha Bank has established itself as a leading force in the Greek banking sector, recognised…

2 months ago

Schafer Cullen Capital Management: Innovators in Long-Term Value Equity Strategies USA 2025

Schafer Cullen Capital Management has built a reputation for disciplined, long-term value investing, backed by…

2 months ago