Private Client Holdings is approved as an investment manager regulated by the Registrar of the Stock Exchange and Financial Markets. The company is approved by the Financial Services Board as a Discretionary Financial Services Provider (licence number 613).

Private Client Portfolios specialises in maintaining and generating wealth through the discretionary management of equity portfolios for our private clients. We devise strategies in close consultation with each of our clients and manage their portfolios in line with their unique requirements in order to achieve optimal returns within the personalised parameters of risk and return.

Each one of our clients has a unique portfolio of listed securities that are individually owned and do not form part of a fund. Private Client Portfolios is headed up by Grant Alexander, B Com (Hons) (FAPM) B Com (Hons) (Tax) LLM CA(SA).

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