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

Personal Trust (Pty) Ltd's headquarters in Cape Town, South Africa

This department focuses on guiding and overseeing organizational strategy and direction.

Leadership Department

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

This department oversees investment portfolios and administrative functions related to asset management.

This department provides financial advisory and management services, focusing on money market investments.

Financial Services

The Software Development team at Personal Trust (Pty) Ltd is responsible for creating and maintaining innovative software solutions that enhance the firm's financial services offerings. This team ensures that the technology infrastructure supports efficient investment management, retirement planning, and client engagement processes. By leveraging their expertise in software development and business systems integration, team members work collaboratively to optimize performance, streamline operations, and improve client satisfaction.

Software Development

This department provides financial planning services and support to clients by developing tailored strategies for wealth management.

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People (2)

Jobs (0)

Other teams

Finance and Trust Management

Investment Management

Financial Services

Software Development

Financial Planning

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People (2)

Jobs (0)

Other teams

Finance and Trust Management

Investment Management

Financial Services

Software Development

Financial Planning

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