Private Client Portfolios, the Portfolio Management pillar of Private Client Holdings, was recently awarded the title of “Best Investment Advisory Team – South Africa 2019” in the Capital Finance International (CFI.co) Awards. This is a London based award that identifies individuals and organisations globally that truly add value to their clients through best practice within the industry.
The CFI judges report lauded Private Client Portfolios for consistently outpacing its peers and outperforming the markets with a conservative yet results-driven approach that has systematically delivered respectable returns over the past 19 years.
“The CFI.co judging panel believes the firm’s blended and bespoke investment approach provides unparalleled support to the needs of high-net wealth families. The judges have no reservations in naming PCH as the winner of the 2019 Best Investment Advisory Team (South Africa) award,” said Alexander van Doorn, awards liaison officer for CFI.co.
Private Client Portfolios’ carefully considered investment philosophy and investment process form the cornerstone of PCH’s investment planning offering. “Our investment philosophy is grounded in independent, rational thinking, in diversification and in long-term value creation,” says portfolio manager Allan Bothma.
Private Client Portfolios’ unique offering includes a range of local and offshore portfolios which are invested in listed securities, including companies listed both locally and abroad, listed property, exchange traded funds and multi-manager CIS funds (Collective Investment Schemes) - which incorporate best of breed external fund managers and select internal strategies. “By utilising a blended approach to our investment decision-making process Private Client Portfolios is not constrained to a particular style or investment approach - blending the different styles allows us to deliver out-performance (Alpha) over the long term.”
“The firm’s long track record of strong and steady performance is 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 Portfolios to operate at superior levels of efficiency and rapid response.”
“This recognition by CFO.co stress tests the quality and resilience of the financial plans prescribed by the wealth management team at Private Client Portfolios and it affirms that the company’s management, strategies and operations are all of the very highest global standards,” concludes Bothma.
About Private Client Holdings Private Client Holdings was founded as a corporate tax consultancy in Cape Town, South Africa in 1990. Since then the company has developed into a full spectrum Asset and Wealth Management Company and Multi-Family Office with six specialist divisions; Wealth Management, Portfolio Management, Financial Services, Fiduciary Services, Cash Management and Risk Management.
Private Client Holdings (PCH) are taking the lead in Southern Africa when it comes to providing high net worth families with an all-inclusive wealth management solution and recently secured 2nd position overall in the TOP WEALTH MANAGER: BOUTIQUES in the INTELLIDEX TOP PRIVATE BANKS & WEALTH MANAGERS AWARDS 2019. They also placed 3rd in the Passive Lump-sum Investor award and 2nd in the Successful Entrepreneur award. The award they are most proud of is placing 2nd in the People’s Choice Award - an award based purely on feedback from a confidential client survey.
Private Client Portfolios, the Portfolio Management arm of Private Client Holdings has been awarded the title of “Best Investment Advisory Team – South Africa 2019” in the Capital Finance International Award – this London based CFI.co awards programme identifies individuals and organisations worldwide that truly add value through best practice within their industry
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