Investment, Wealth Management, Accounting and Tax

Since 1990, Private Client Holdings has been assisting individuals and families to 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, cash management and fiduciary services including estate planning - ensuring that your wealth grows from generation to generation.

We are a wealth management company

Our services focus on wealth management, which encapsulates: INVESTMENT MANAGEMENT: We guide our clients in the development of suitable investment strategies, which we implement and manage via either discretionary or non-discretionary mandates. All discretionary mandates are managed through Bartizan Capital (FSP license number 48450) . We continuously monitor these strategies and report on a quarterly basis on the progress of the investment strategies in achieving their required investment objectives. FIDUCIARY SERVICES, ACCOUNTING, TAX & PHILANTHROPY: We serve as an independent interface to specialists that provide for: *Local and offshore trust and estate planning *Accounting *Tax planning *Utilisation of foreign investment allowances *Philanthropy Services...

The essential mindset these days towards financial freedom depends on the clear strategy and the proper approach of an individual. Today the current financial status of your next financial goal setting is easy to obtain yet achievable manner. Much less, the financial category you are in required to move from financial strive to financial Stability - Independence . Also, will lead you to financial freedom to financial birthright.

AS is a high net worth private client manager. With a high touch understanding, we use local & offshore investment securities to grow & look after your wealth