Private Client Holdings has been chosen as one of the top wealth managers of 2024 at the prestigious
Krutham Top Private Banks and Wealth Managers Awards. Blue Chip talks to director Andrew Ratcliffe.
NURTURING WEALTH
PRIVATE CLIENT HOLDINGS
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Private Client Holdings Performance
Private Client Holdings Performance
Private Client Holdings Performance
Private Client Holdings Performance
The objective of the PCP CORE EQUITY PORTFOLIO is to provide long-term capital growth through a diversified portfolio of JSE-listed shares. The portfolio aims to outperform the All Share Index over the medium term, assuming an above average level of risk in the short term.
The PCH Core Equity Portfolio invests in quality businesses at reasonable prices with the aim of holding for the long term. The PCH investment team makes use of portfolio models which base share selection on fundamental factors, while using quantitative statistics to buy and sell at preferential levels.
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