Personal Trust (Pty) Ltd
Brendan Prettejohn has extensive experience in the financial sector, currently serving as a Business Systems Developer, Investment Operations Manager, and Unit Trust Administrator at Personal Trust (Pty) Ltd since December 2012. Key responsibilities include the valuation, pricing, and administration of multi-asset and equity unit trusts, along with conducting monthly and quarterly reporting for the Collective Investment Scheme to regulatory bodies. Previous roles also involved assisting the compliance department and supporting Key Individuals with fund performance tasks. Prior to this, Brendan worked as a tutor at TeachMe2 from April 2010 to June 2013, teaching subjects such as Mathematics, Accounting, and Economics at both high school and university levels. Brendan holds a Bachelor of Commerce in Investment Management and Financial Management from Stellenbosch University and a Bachelor of Commerce Honours in Financial Analysis and Portfolio Management from the University of Cape Town.
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Personal Trust (Pty) Ltd
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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.