46 Main Road, Claremont, 7708 Cape Town   

T. +27 21 671 1220   F. +27 21 671 1149

info@privateclient.co.za

 

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Private Client Holdings is an authorised Financial Services Provider.

The licenses we hold with the Financial Services Board are:

Private Client Holdings – FSP 613

Private Client Portfolios – FSP 399 78

Private Client Wealth Management – FSP 399 79

Private Client Trust has been a fundamental pillar to a comprehensive wealth management offering for 25 years. Private Client Trust provides all the necessary fiduciary solutions to empower Independent Financial Advisors and individuals to use the Trust formation, Will drafting, Estate Planning and Estate Administration facilities with confidence.
Grant Alexander 
B.Com Hons (FAPM) (Tax) CA (SA) LLM

Director Private Client Holdings

David Knott
Non-executive Director Private Client Trust

A Chartered Accountant with an Honours degree in Taxation and a Masters degree in Commercial Law, Grant has investment qualifications from the Securities Institute (London) and a B.Com Honours degree in Financial Analysis and Portfolio Management from the Graduate School of Business. Grant is the founder of Private Client Trust and is responsible for it seamless functioning believing that effective Estate Planning and a sound Will are fundamental to multigenerational wealth management.

 

e: grant@privateclient.co.za

 

With over 40 years’ experience in the fiduciary field, David was the former Head of Fiduciary Products at BoE Trust. David was responsible for the creation of the fiduciary offering of The Board of Executors, Johannesburg, in 1981 and has since played a leading role in setting standards and establishing policies and procedures for FISA. Recognised by FISA as a certified Fiduciary Practitioner of South Africa (FPSA), David was admitted as a member of The Society of Trust and Estate Practitioners, United Kingdom. David contributes an invaluable depth of wisdom and knowledge to Private Client Holdings.

 

e: david@privateclient.co.za

 

Sarah Love CFP®
BComm LLB FPSA

 

Rafeeqa Petersen

An admitted Attorney and Notary, with a BCom and LLB from the Nelson Mandela Metropolitan University, Sarah moved to Cape Town in 2008 where she articled in a small fiduciary focused practise. Realising that practising as an Attorney was not for her, Sarah joined the Private Client Holdings family in 2012. Since then, she has become a Fiduciary Practitioner of South Africa, as recognised by FISA and completed her Certificate in Deceased Estates Practise with distinction in 2013 and recently completed the Post Graduate Diploma in Financial Planning.

 

e: sarah@privateclient.co.za

 

Rafeeqa started her career at Cliffe Dekker working in the Trusts department where she began exploring the Wills, Estates, Trusts and Curatorship fields. This ignited her passion for all things Fiduciary. After more experience gained at Fairbridges Attorneys she joined Private Client Holdings in 2011 and really enjoys the PCH Family Office approach. As key administrator of Private Client Trust she strives to ensure that all our clients Trusts, Wills and Estates are always up to date and 100% accurate. Rafeeqa studies short courses through the Law Society (Legal Education And Development as well as The South African School of Paralegal Studies) and is constantly looking to expand her knowledge. 

 

e: rafeeqa@privateclient.co.za

 

Trusted Wealth Management for Over 25 Years

Elmien Pols CFP®
Fiduciary Specialist

 

Elmien Pols, a CERTIFIED FINANCIAL PLANNER® and fiduciary expert who is a member of the Fiduciary Institute of South Africa, is a valuable asset to Private Client Trust. Elmien - who holds an Advanced Diploma in Financial Planning, a Certificate in Deceased Estate Practice, and a Post-Graduate Diploma in Financial Planning - has many years of experience in the Banking, Business Development and Fiduciary sectors gained through years spent at Absa Trust and the Nedgroup Trust. She is passionate about the importance of estate planning as a key part in wealth creation and wealth preservation. Her professional client centric approach is central to the  Private Client Trust service offering.

e: elmien@privateclient.co.za