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| Firm |
Private Client Holdings (Pty) Ltd |
| Address |
46 Main Road, Claremont, Southern Suburbs, 7708 |
| Languages |
English
(in order of proficiency) |
| Qualifications |
Bachelor of Commerce (Economics) (UNISA)
Honours in Commerce (Financial Economics) (University of Stellenbosch)
Master of Commerce (Economics) (University of Stellenbosch)
Post Graduate Diploma in Financial Planning (CFP) (University of the Free State) *Awaiting Results*
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| Financial Advisors Fields of Specialisation |
Investment and Retirement Planning; Share Portfolio Management. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Business Assurance
Offshore Investments
Group Schemes
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| Other Services |
Share Portfolio Management |
An economist by profession, Mark believes that the most important attributes of the modern financial planning professional are impartiality, transparency and a commitment to service excellence. Although he regards a strong academic background as essential to rendering a quality wealth management service, he believes first and foremost that the most valuable commodity in this industry is trust (and not gold!).
Mark completed his Master of Commerce qualification (majoring in Economics) at the University of Stellenbosch. His dissertation addressed the topic of “Optimal Asset Allocation” and he is committed to ongoing studies within the financial planning profession. Mark spends his leisure time enjoying a variety of ocean-related activities, as well as golf, trail-running and squash.
It is in line with the above mentioned views and his passion for both people and financial planning that Mark joined Private Client Holdings as a wealth manager. The “company-imposed” limitation on the number of clients he can look after at any given point in time was a major draw card for him. Whilst working at Liberty Life as a financial adviser in 2009 he was awarded the title of Financial Adviser of the Year at Cape Town’s Bishops Court Agency.
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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
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| 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 |
