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.
Company Details
- Employees
- 134
- Founded
- -
- Address
- Rondebosch & Noordhoek, Cape Town,western Province 7700,south Africa
- Phone
- +27 21 689 8975
- bd****@****t.co.za
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- personaltrust.co.za
- Keywords
- Retirement Planning, Investment & Portfolio Management, Estate Planning, Fiduciary Services, Tax Services, Money Market, Administation of Deceased Estates, Offshore Financial Services.
- HQ
- Cape Town, Western Province
Personal Trust (Pty) Ltd Questions
Personal Trust (Pty) Ltd's helpline number is +27 21 689 8975
Personal Trust (Pty) Ltd's website is personaltrust.co.za
Personal Trust (Pty) Ltd's LinkedIn profile is https://za.linkedin.com/company/personal-trust-international
Personal Trust (Pty) Ltd has
134 employees.
View email and phone details for 134
employees at Personal Trust (Pty) Ltd.
Personal Trust (Pty) Ltd's industry is
Financial Services
Personal Trust (Pty) Ltd's top competitors are
Investec,
Outsourced Cfo,
Ninety One,
Glacier By Sanlam,
Riscura,
Psg Asset Management,
Alexforbes,
Taqa,
Curo Fund Services,
Oceanrock Consulting.
Personal Trust (Pty) Ltd's support email address is bdanks@ptrust.co.za
Personal Trust (Pty) Ltd's categories are Financial Services
Personal Trust (Pty) Ltd's founding year is 1980
