Personal Trust (Pty) Ltd
Dave Edgar is an experienced Wealth Manager at Personal Trust (Pty) Ltd since December 2006, specializing in financial planning and wealth management for clients in their retirement years. Prior to this role, Dave worked as an Offshore Administrator at the Western Province Rugby Union and had a successful career as a Professional Rugby Player. Educational qualifications include a BCom in Economics from the University of South Africa and a Post Graduate Diploma in Financial Planning (CFP) from the University of the Free State. Early education was completed at Cordwalles Preparatory School and Michaelhouse.
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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.