Personal Trust is a client-focused trust and investment management company providing advice and personalised financial solutions to clients planning for, or already in their retirement years, as well as to their families.

We believe we excel at understanding our clients’ needs and aspirations building client knowledge and loyalty in the process.

We offer a full suite of financial services, providing our clients with the convenience and comfort of having their business affairs conducted under one roof. Our services include:

•	Investment & Portfolio Management
•	Retirement Planning
•	Offshore Financial Services
•	Tax Services
•	Money Market
•	Wills
•	Estate Planning

Personal Trust has been in successful operation since 1980 and manages approximately R18 billion worth of assets.  We have offices in Cape Town, Somerset West, Noordhoek, George, Knysna, Port Elizabeth and the UK.

Investment Management

Retirement

Personal Trust (Pty) Ltd

Personal Trust (Pty) Ltd's headquarters in Cape Town, South Africa

John le Roux

Mark Gibbs

Lorraine White

This department manages and oversees trust-related services and client relationships.

Trust Services

This department provides financial planning services and support to clients by developing tailored strategies for wealth management.

Financial Planning

This department oversees investment portfolios and administrative functions related to asset management.

This department manages trade settlements and oversees income collection for investment activities.

Investment Administration

This department manages the organization's financial records, budgeting, and reporting.

Finance and Accounting

This department provides financial advisory and management services, focusing on money market investments.

Personal Trust (Pty) Ltd

Org chart

Teams

Trust Services

Financial Planning

Investment Management

Investment Administration

Finance and Accounting

Financial Services

Offices

Personal Trust (Pty) Ltd

Org chart

Teams

Trust Services

Financial Planning

Investment Management

Investment Administration

Finance and Accounting

Financial Services

Offices

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