Herald Wealth Management vs Private Client Holdings

Herald Wealth Management logo

Herald Wealth Management

Financial Planning & NHS Pension Specialists

3 employees · est. 2012 · Manchester, United Kingdom

VS
Private Client Holdings logo

Private Client Holdings

As wealth managers, we take pleasure and pride in nurturing wealth for our private clients and their families

98 employees · est. 1990 · South Africa

Private Client Holdings is the older company (2012 vs 1990); Private Client Holdings is the larger of the two.

Side-by-Side Comparison

Herald Wealth Management Private Client Holdings
Founded
2012 1990 older
Headquarters
Manchester, United Kingdom South Africa
Employees
3 98 larger
Industry
Financial Services, Banking, Wealth Management Financial Services, Wealth Management
Services
Not tracked yet Wealth Management, Portfolio Management, Financial Services, Cash Management, Fiduciary Services
Target Customers
Not tracked yet Private clients, Families, High-net-worth individuals, Investors seeking long-term growth
Taxonomy
Not tracked yet Wealth ManagementPrivate WealthFamily Office ServicesInvestment ManagementPortfolio ManagementTax Services +7
Website
heraldwealth.co.uk privateclient.co.za
Herald Wealth Management logo

About Herald Wealth Management

Herald Wealth Management are a Senior Partner Practice of St. James's Place Wealth Management. Chartered Financial Planner specialising in offering expert advice in a wide range of important areas including pension and investment planning, protection and inheritance tax planning. We also provide spe...

Private Client Holdings logo

About Private Client Holdings

Private Client Holdings, founded in 1990, is a robust player in the Financial Services and Wealth Management sectors, operating from its headquarters in South Africa. With a core focus on nurturing wealth for private clients and their families, the company has built a comprehensive suite of family o...

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Frequently Asked Questions

Herald Wealth Management was founded in 2012, based in Manchester, United Kingdom, with 3 employees. Herald Wealth Management are a Senior Partner Practice of St. James's Place Wealth Management. Chartered Financial Planner specialising in offering expert advice in a wide range of important areas inc. Private Client Holdings was founded in 1990, based in South Africa, with 98 employees. Private Client Holdings, founded in 1990, is a robust player in the Financial Services and Wealth Management sectors, operating from its headquarters in South Africa. With a core focus on nurturing we.
Both work in Financial Services and Wealth Management.

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Compiled from the BounceWatch company index. We last looked at Herald Wealth Management on 13 Sep 2024, and Private Client Holdings on 9 Apr 2026. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.

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