What we do

Personal Trust is a client-focused trust and investment management company providing advice and personalized 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.