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.

Investment Management

Retirement

Personal Trust (Pty) Ltd

John le Roux

T. Bellairs (Tim)

Cadey Caswell

Charmaine B.

Warren Poole

Sadeeka Salie

Lindsay Julie

Busisiwe M.

Wandile Tshabe

Monique Williams

Dave Edgar

Trudy Beyl

Jeanine Koopman

Balazs Kiss

The Finance and Trust Management team at Personal Trust (Pty) Ltd is responsible for overseeing the intricate financial needs of clients, particularly related to trust administration, investment management, and estate planning. They work collaboratively to ensure personalized client solutions are delivered efficiently, managing assets, facilitating tax compliance, and ensuring the smooth handling of deceased estates. This team combines financial expertise with a deep understanding of client aspirations, fostering long-term relationships built on trust and reliability.

Finance and Trust Management

Software Development

Finance and Trust Management

About

Team members

Other teams at Personal Trust (Pty) Ltd

Software Development