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Chandbi Sterras
Wealth Management Associate at Private Client Holdings
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Work Experience
Wealth Management Associate
Jul 2007 - Present · 17 years and 5 months
Wealth Co-Ordinator
Jul 2007 - Present · 17 years and 5 months
Company Details
51-200 Employees
Since 1990, Private Client Holdings has been assisting families define and implement strategies for managing their wealth. PCH take on the tasks associated with a traditional family office including; investment and portfolio management, tax and administrative services consolidated reporting, transaction banking, estate and succession planning - ensuring that the family wealth successfully grows from generation to generation
Year Founded
1990
Social Media
LinkedinTwitter
Industry
Financial Services, Financial services: Leasing and leaseback, Financial and insurance services, Business Services, Legal consultants, Services to businesses, Legal services
HQ Location
46 Main Rd Claremont Cape Town, 7708, ZA
Keywords
Wealth ManagementPortfolio ManagementFinancial ServicesFiduciary ServicesCash ManagementFamily Office
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