Visit website

Investment minimums

>R5m

Warren Buys

The essence of what I do for my clients is to help reduce stress related to their financial lives so they can sleep comfortably at night. I do this by listening carefully to their needs, understanding their problems, and finding relevant solutions to solve those problems.

My analytical background and empathetic personality is perfect for this role. I built up extensive experience in the investment industry over the last 26 years working as a quantitative analyst, equity analyst, and portfolio manager with the larger asset managers. My passion for working with people and financial markets has culminated in my role as wealth manager for PCH Wealth Management.

While working in the investment industry, I initially studied a BCom in Economics and Business Management (UNISA). Thereafter I completed a MSc in Financial Management through the University of London and then decided to broaden my knowledge in wealth management by completing a Post Graduate Diploma in Financial Planning (UFS).

In addition, I am also a Chartered Financial Analyst (CFA®) charter holder and hold the Certified Financial Planner designation (CFP®).


46 Main Road, Claremont, Cape Town, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

083 XXX XXXX

warren@******************o.za

Reveal contact details

Warren Buys

The essence of what I do for my clients is to help reduce stress related to their financial lives so they can sleep comfortably at night. I do this by listening carefully to their needs, understanding their problems, and finding relevant solutions to solve those problems.

My analytical background and empathetic personality is perfect for this role. I built up extensive experience in the investment industry over the last 26 years working as a quantitative analyst, equity analyst, and portfolio manager with the larger asset managers. My passion for working with people and financial markets has culminated in my role as wealth manager for PCH Wealth Management.

While working in the investment industry, I initially studied a BCom in Economics and Business Management (UNISA). Thereafter I completed a MSc in Financial Management through the University of London and then decided to broaden my knowledge in wealth management by completing a Post Graduate Diploma in Financial Planning (UFS).

In addition, I am also a Chartered Financial Analyst (CFA®) charter holder and hold the Certified Financial Planner designation (CFP®).

   Visit website

Investment minimums:

>R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

46 Main Road, Claremont, Cape Town, South Africa

Get directions

Contact details:

083 XXX XXXX

warren@******************o.za

Reveal Contact Details

About

About Private Client Holdings

Founded as a corporate tax consultancy practice in 1990, Private Client Holdings developed into a full spectrum asset and wealth management company and has since grown into a Family Office.

While the concept of a Family Office is by no means a new idea internationally, we are taking the lead in South Africa when it comes to providing high net worth families with an all-inclusive financial solution.

We offer a forward-thinking service rooted in our integrated organisational structure, which is made up of six specialist divisions: wealth management, portfolio management, financial services, fiduciary services, risk management and cash management.

While each unit concentrates on a different aspect of wealth management, they also work together to deliver a cohesive and in-depth Family Office offering.

In 2021 Private Client Holdings was rated the Top Wealth Manager of the Year for the boutique firm category by Intellidex Top Private Banks & Wealth Managers published by Financial Mail Investors Monthly.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help ensuring your financial affairs are efficiently structured.

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.