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Investment minimums

>R5m

Mark MacSymon

I’m a wealth manager at Private Client Holdings and a Certified Financial Planner®. In 2017, I was awarded the prestigious Financial Planner of the Year award by the Financial Planning Institute of Southern Africa (FPI). For more than a decade, I’ve authored various articles on topics related to wealth management and appeared on CapeTalk Radio, SAfm and Classic FM to share my views.

I believe the most important attributes of modern financial planning professionals are impartiality, transparency, technological proficiency and a commitment to service excellence. My tertiary qualifications were obtained at Stellenbosch University, the University of Pretoria, the University of the Free State and UNISA. Although a strong academic background is essential to rendering a quality wealth management service, the most valuable commodity in the financial planning profession is trust, built over time. Results matter, underpinned by the values of independence, professionalism and client-centricity, and the process of embracing a goals-based approach to positioning family resources yields optimal results.

46 Main Road, Claremont, Cape Town, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

072 XXX XXXX

mark.ma*************************o.za

Reveal contact details

Mark MacSymon

I’m a wealth manager at Private Client Holdings and a Certified Financial Planner®. In 2017, I was awarded the prestigious Financial Planner of the Year award by the Financial Planning Institute of Southern Africa (FPI). For more than a decade, I’ve authored various articles on topics related to wealth management and appeared on CapeTalk Radio, SAfm and Classic FM to share my views.

I believe the most important attributes of modern financial planning professionals are impartiality, transparency, technological proficiency and a commitment to service excellence. My tertiary qualifications were obtained at Stellenbosch University, the University of Pretoria, the University of the Free State and UNISA. Although a strong academic background is essential to rendering a quality wealth management service, the most valuable commodity in the financial planning profession is trust, built over time. Results matter, underpinned by the values of independence, professionalism and client-centricity, and the process of embracing a goals-based approach to positioning family resources yields optimal results.

   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:

072 XXX XXXX

mark.ma*************************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.