Private Client Wealth Management
The GTC Private Client Wealth Management team provides bespoke financial planning advice to each of our private clients. Our experienced team of consultants understands our investors’ individual requirements, and the nuances thereof, for their local and international wealth creation. GTC’s independence, together with our analytical investment and careful due diligence approach, allows us to meet each private client’s specific needs.
Our Services
Our Differentiation
Team Leader
Our wealth management consultants have access to the diverse range of other GTC products, services and technical capabilities, ensuring our clients benefit from complete, comprehensive and cost-effective financial plans.
These services include:
- Asset management and investment consulting
- Stockbroking and derivatives trading
- Unit trust management
- Short-term risk solutions
- Fiduciary services
- Healthcare consulting
GTC’s differentiation in a competitive market is premised on our fee-based advice (as opposed to legislated commissions) as well as the use of in-house administration, unit trust management and investment capabilities. This infrastructure provides superior technical capability, achieving cost and tax efficiencies.
We offer a superior level of personalised service. Through our experienced and qualified wealth managers, backed by a strong administrative team and system, we ensure swift response to any private client need.
Jenny Williams
CFP®, PBSA, CAIB (SA), BA (Wits)
Jenny is a Certified Financial Planner™ with 40 years’ experience, the majority of which has been with GTC. Jenny has developed expertise in a wide range of relevant topics contributing to a professionally structured financial wellness programme. Structuring trusts, estate plans, holistic asset management, multi-management and investment analytics are within Jenny’s repertoire.
Jenny is a member of the Financial Planning Institute of Southern Africa, holds a Post Graduate Diploma in Financial Planning and a Bachelor of Arts degree majoring in Law and Anthropology from Wits University. She has maintained many of her financial interests that pre-date her career with GTC and she holds the Professional Banker designation of the Institute of Bankers in South Africa and is a member of the Investment Analysts Society of Southern Africa.
Jenny’s work-life-balance sees continued relationship management with clients together with increased quality time with family, friends, and horses.
T: +27 (0) 10 597 6840
E: jwilliams@gtc.co.za
“Nowhere is GTC’s tag line: Consult · Partner · Manage more appropriate than with our several thousand private clients.”
