Personal Trust (Pty) Ltd
Lindsay Julie currently works as an Investment Administrator at RisCura since January 2023. Prior to this, Lindsay Julie held the position of Team Leader - Term Administration at Global Motor Administrators - Pty Ltd from January 2017 to November 2022. Lindsay Julie completed their education at Fairbairn College from 2000 to 2005 and obtained RE 5 degrees in Insurance from Moonstone Business School of Excellence.
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.