Personal Trust (Pty) Ltd
Busisiwe M. possesses extensive experience in investment administration, currently serving as Assistant Manager at Personal Trust (Pty) Ltd since December 2018, where responsibilities include the preparation and processing of client transactions and managing broker queries. Previous roles include Team Leader and Investment Administrator, involving comprehensive management of client investments and fund transfers. Busisiwe's earlier experience at Sygnia Asset Management as a Junior Investment Administrator encompassed daily unitisation, client reporting, and cash flow management. Educational pursuits include a Master’s degree in Financial Management from the University of Cape Town and a Bachelor of Commerce Honours in Financial Management from the University of South Africa. Additional training includes an Investment Management course completed in 2018.
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.