Personal Trust (Pty) Ltd
Kara Samuels is an experienced finance professional with a diverse background in accounting and investment support. Currently serving as a Trust Officer Assistant at Personal Trust (Pty) Ltd since July 2022, Kara has previously held key positions such as Investment Assistant at Nedbank Private Wealth South Africa from December 2018 to April 2023 and Accountant at Verso Financial Services from March 2011 to June 2014, specializing in retirement fund accounting. Additional experience includes roles as Creditors Clerk at RisCura and Senior Accountant at MD Accountants & Auditors Inc. Educational qualifications include a degree in Retirement Funds from the University of South Africa, a degree in Cost and Management Accounting from Cape Peninsula University of Technology, and a Technical Financial Accounting qualification from the Institute of Certified Bookkeepers.
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.