| Firm |
Private Client Holdings (Pty) Ltd |
| Address |
46 Main Road, Claremont, Southern Suburbs, 7705 |
| Languages |
English
(in order of proficiency) |
| Financial Advisors Fields of Specialisation |
Investment and Share Portfolio Management |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Share Portfolio Management |
Gareth is a Wealth Manager for Private Client Holdings. His main focus lies in financial planning and asset management for high net worth individuals.
Gareth focuses on standing out from the crowd by providing sound advice and excellent customer service through in-depth analysis and client value management.
He previously worked for HSBC for 8 years in the securities and asset management division in the environment of high net worth client portfolios. He left in 2001 and joined Private Client Holdings to further his career in financial advising.
Gareth enjoys the outdoors, sports and spending time with his family. |
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, we 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 |
R500,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
21 - 50 |
