Personal Trust (Pty) Ltd
Sheena Gleeson is an experienced professional currently serving as a Trust Officer Assistant at Personal Trust (Pty) Ltd since March 2018. Previously, Sheena held the position of PA to the Chief Investment Strategist and Client Services Administrator at AlphaWealth, where responsibilities included managing a client base of over 200 high-net-worth clients and handling administrative tasks for the Chief Investment Strategist. Additional roles include Senior Secretary to the Executive Director at the City of Cape Town, Office Administrator at Zollanvari, and Bond Secretary/Personal Assistant at Smith Tabata Buchanan Boyes Attorney. Educational qualifications include an NQF 6 degree in Financial Planning from Milpark Education and a Certificate in Bookkeeping, along with a Diploma as a Legal Assistant/Paralegal.
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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.