| Firm |
Private Client Holdings (Pty) Ltd |
| Address |
46 Main Road, Claremont, Southern Suburbs, 7705 |
| Languages |
English, Afrikaans
(in order of proficiency) |
| Qualifications |
Gareth Holds a B.Com Degree with specialization in Economics. He also holds a ceMap level 1 and is presently engaged in his CFA (Chartered Financial Analyst). His future ambitions include the completion of his MBA. |
| Financial Advisors Fields of Specialisation |
Share Portfolios, Financial Planning and Group Schemes |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Share Portfolio Management |
Gareth finished his schooling at Bishops in Cape Town, and believes that a strong network is the secret to good growing business.
Gareth Davies is a Wealth Manager for Private Client Holdings. His main focus for private clients lie in financial planning and asset management of share portfolios at Investec, BJM, Standard Financial Markets and SPI.
Previously Gareth worked for Old Mutual - Private Wealth Management. There Gareth acted as a Financial adviser and consultant for high net worth individuals. Gareth has a passion for the investment market. He believes that wealth is created through the active management of the underlying investments. He therefore keeps a key eye on the underlying performance of the funds within Retirement annuities, Endowment policies, unit trust, pension and provident funds. He has good experience in group benefits and also specialises in this field.
His motto : Independent advice is prudent for an unbiased opinion
Gareth believes that the secret to retirement planning is correct asset allocation, based on a clients risk profile.
Gareth enjoys a wide range of activities. He is a keen golfer, runner and squash player. Gareth Is married to Helene Davies has a child Storm Jasmin Davies and lives in Oranjezicht. He is a family man, an all rounder with a passion for investments. |
In 1989 the Private Client Group opened its doors as a corporate tax consultancy practice. As our client base expanded and changed, so did their financial needs. Due to excellent service, an exceptional track record, innovative ideas and adherence to the highest level of ethics, we formed additional companies. The Group now provides a full range of top quality financial services to private clients, their trusts and companies. Our Group comprises: Private Client Holdings, Private Client Portfolios, Private Client Financial Services and Private Client Wealth Management.
Although academic qualifications are a prerequisite, I believe that it is the hands-on service and in-depth understanding of each client’s needs that differentiates the Private Client Holdings Group.
|
| Other Companies represented |
- Cadiz
- Prudential
- RMBIS
- Realtime Financial Solution
- City Asset Management
- Blue Ink
- BJM
- SPI
- Standard Financial Markets
|
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R500,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
21 - 50 |
