Key People

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Ceri Pratley founded Private Client Services in 2008. As a professional member of the Investment Migration Council (IMC), Ceri has more than 24 years experience within the international private client advisory sector and is adept at creating and implementing bespoke, tax efficient residency and citizenship strategies on behalf of international clients.

Ceri Pratley

Founder

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David has 29 years’ experience in the financial services industry helping clients plan and organize their future and current financial needs. Initially working in the UK private clients sector he has for the last 12 years provided the same services to international clients focusing on tax efficient investment structures, retirement planning and wealth protection.

David Biggam

Independent Wealth Consultant

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Peter has 6 years experience providing specialist residency and citizenship related advice to people of all nationalities. Having lived in the Far East for more than 30 years, Peter is highly experienced in advising international clients, he has a hands-on approach to working with families to identify the most suitable solution and assisting them through the preparation and application process with as much ease and simplicity as possible.

Peter Davies

Residency and Citizenship Advisor

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Aneesh Medina has over 8 years of experience in Digital Marketing and helps the brand increase its online presence as well as its clientele.

Aneesh Medina

Marketing Manager

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John Metcalf has a number of years of experience in a management accounting function carrying out month-end and general accounting processes as well as budgeting and reporting to internal and external stakeholders.

John Metcalf

Operations Manager

CORPORATE

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The Sovereign Group
With its broad international reach and wide range of International private client services offerings, the Sovereign Group is a key corporate partner to PCS.

Established in 1987 the Sovereign Group currently manages over 20,000 clients that include companies, entrepreneurs, private investors, high net worth individuals and their families and have assets under administration in excess of US$10 billion.

Sovereign Groups global network of offices and highly experienced professional advisers enables it to provide local expertise with an international dimension, whilst allowing clients to access an international service from a local point of delivery.

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Canaccord Genuity Wealth Management (CGWM)
As a multi award winning organisation, Canaccord Genuity Wealth Management (CGWM) provide tax efficient discretionary portfolio management, investment fund, stock broking and treasury services

The CGWM investment management team is supported by 12 investment committees, 65 in-house researchers and analysts and industry-leading tools and facilities. As of June 2020, CGWM managed and administered 25.9bn of assets.

CGWMs international network of offices and highly experienced investment management team ensures clients benefit from a global perspective and secures its place as a key corporate partner to PCS.

We Are Here To Help You

Private Client Services professionals will put you in contact with an adviser in your region. Their role is to assist you in determining which solution match your requirements, to liaise with our partners, and prepare and provide you with a comprehensive proposal.