Personal Trust (Pty) Ltd
Monique Williams currently serves as the Team Leader for Investment Administration (Offshore) at Personal Trust (Pty) Ltd, a position held since April 2022, and previously worked as an Offshore Administrator. Prior experience includes the role of Indexing Operations Consultant at Sygnia Asset Management from August 2020 to April 2022, and serving as a Client Services Consultant at Nedgroup Investments from May 2017 to August 2020, where responsibilities included assisting investors with Unit Trust transactions. Monique began their career as a Sales Assistant (Casual) at Tafelberg Furnishes (Pty Ltd) from December 2013 to July 2014. Monique holds a Bachelor of Administration in Industrial and Organizational Psychology from the University of the Western Cape, earned between 2014 and 2016, and completed Matric at Mondale Secondary School in 2013.
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.