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Contact information

Contact Number: 0216711220
 
Address: 46 Main Road, Claremont, 7708
 
Website: http://www.privateclient.co.za

About

A finalist in the prestigous 2015 and 2017 FPI Financial Planner of the Year Competition and 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, Mark believes first and foremost that the most valuable commodity in the wealth management industry is trust – built over time.

Mark completed his Masters of Commerce (majoring in Economics) at the University of Stellenbosch and is a CERTIFIED FINANCIAL PLANNER® professional. He has also completed the Advanced Post-Graduate Diploma in Financial Planning through the University of the Free State and is committed to on-going studies within the financial planning profession.

Mark is married to Lindsey and they have a son called Liam. When not office bound, Mark can be found tackling the toughest trail races in South Africa and abroad.

Company Info

Since 1990, Private Client Holdings has been assisting families define and implement strategies for managing their wealth. We take on the tasks associated with a traditional family office including; investment and portfolio management, tax and administrative services consolidated reporting, transaction banking, estate and succession planning – ensuring that the family wealth successfully grows from generation to generation. Private Client Holdings strive to provide a specialist solution to every client’s individual financial needs by building a customised strategic plan with quantifiable goals and deadlines. Our vision has always been crystal-clear; to take pleasure and pride in growing and sustaining wealth for our private clients and their families through the provision of superior financial advice and portfolio management services. Please browse our website to see how we can work with you towards financial well-being and prosperity www.privateclient.co.za.

At Private Client Holdings we believe in long-term relationships based on a level of trust that is powerful and lasting. Over the years, as Private Client Holdings has grown and evolved, we have learnt that each client’s financial needs are as individual as his or her thumbprint. Therefore to effectively help our clients grow their wealth we develop an in-depth knowledge of what’s important to them, how each one measures wealth – a process that takes time, expert knowledge and understanding.

Private Client Holdings offers a comprehensive range of services and expertise to manage and grow wealth – all under one roof. Our collective experts work closely with our clients, building relationships based on trust, honesty, integrity and unquestionable ethics. Essential when working with other people’s wealth and ultimately, their security. Every member of the Private Client Holdings team is committed to our clients’ entire financial security, well-being, growth, prosperity and future stability at all times.

Our unique Family Office service is an exciting offering from Private Client Holdings that looks at the big picture and devises a strategy for managing a family’s wealth that involves a comprehensive and integrated approach. At Private Client Holdings we serve a number of client families – maintaining complete and highly confidential knowledge of their overall financial situations, their on-going distinctive needs, and their identified family objectives.

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