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.
View Top Employees from Personal Trust (Pty) LtdWebsite | http://www.personaltrust.co.za |
Revenue | $17 million |
Employees | 116 (102 on RocketReach) |
Founded | 1980 |
Technologies |
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Industry | Financial Services, Investment Banking, Retirement Planning, Finance, Investment & Portfolio Management, Estate Planning, Fiduciary Services, Tax Services, Money Market, Administation of Deceased Estates, Offshore Financial Services |
Web Rank | 17 Million |
Keywords | Wealth Management, Retirement Planning, Estate Planning, Tax Planning, Investment Portfolio Management, Personalized Financial Advice |
SIC | SIC Code 673 Companies, SIC Code 67 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 523991 Companies, NAICS Code 52399 Companies, NAICS Code 52 Companies |
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The Personal Trust (Pty) Ltd annual revenue was $17 million in 2024.
Keith Andrews is the Director - Trustee Services of Personal Trust (Pty) Ltd.
102 people are employed at Personal Trust (Pty) Ltd.
The NAICS codes for Personal Trust (Pty) Ltd are [523, 5239, 523991, 52399, 52].
The SIC codes for Personal Trust (Pty) Ltd are [673, 67].