Robo-advice
PCH is one of only a dozen professional practices approved by South Africa’s Financial Planning Institute (FPI), meaning more than 50% of its advisers have to carry the professional FPI designation.
Ratcliffe says the company’s private clients are largely split between young professionals and the more established, wealthier clients, so it has been developing a tech-based solution for a younger and less-affluent end of its business.
He adds that PCH’s primary focus is always on the multi-family office client. However, the firm has been developing a tech solution to offer this younger segment of clients a tech touch point, which is expected to launch later this year.
