Investment minimums

>R5m

Nicola Langridge

I joined Private Client Holdings in 2016, making my way into wealth management from a solid grounding in unit trust operations with a local asset manager.

I have a Bachelor of Business Science with Honours in Finance from UCT, a Post Graduate Diploma in Financial Planning from UFS, and am a Certified Financial Planner®.

I believe in giving comprehensive and professional financial advice. I have a special interest in empowering women to take charge of their financial affairs. I am committed to a goals-based Family Office approach to structuring finances to ensure financial security and growth in the long term.

I have been lucky enough to travel extensively but have now happily settled in my birthplace, Cape Town, with my husband and two children. We spend most of our free time on the beach and in the ocean.


46 Main Road, Claremont, Cape Town, South Africa

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Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Contact details:

021 XXX XXXX

nicola@******************o.za

Reveal contact details

Nicola Langridge

I joined Private Client Holdings in 2016, making my way into wealth management from a solid grounding in unit trust operations with a local asset manager.

I have a Bachelor of Business Science with Honours in Finance from UCT, a Post Graduate Diploma in Financial Planning from UFS, and am a Certified Financial Planner®.

I believe in giving comprehensive and professional financial advice. I have a special interest in empowering women to take charge of their financial affairs. I am committed to a goals-based Family Office approach to structuring finances to ensure financial security and growth in the long term.

I have been lucky enough to travel extensively but have now happily settled in my birthplace, Cape Town, with my husband and two children. We spend most of our free time on the beach and in the ocean.


Investment minimums:

>R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

46 Main Road, Claremont, Cape Town, South Africa


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 protecting you and your family and ensuring future financial support to your beneficiaries.


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