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Our Philosophy

Personal Approach

The ongoing success of Personal Trust can be attributed to our unique business philosophy:

  • We provide our clients with personal attention and tailor made portfolios
  • We specialise in the management of retirement capital
  • We endeavour to provide inflation beating returns with moderate levels of risk and treat as a top priority our clients’ and their families financial wellbeing
  • We constantly assess our results and strategies in addition to maintaining a high level of quality, personal service
  • We relentlessly maintain our efforts to nurture and sustain the unique Personal Trust characteristics

In fact, we believe that our personal service is what really sets us apart from the rest. Our clients are known to us by name, respected and valued. Treated with warmth, genuine interest and sincere concern.

Furthermore, there is a strong sense of mutual trust, support and camaraderie that exists among the staff. Each and every Personal Trust team member is respected, encouraged and nurtured. This not only means that at Personal Trust we have a remarkably low staff turnover – but it also contributes greatly to our clients’ often-expressed feelings of  “belonging to a family.”

Core Principles

We consider the following key values to be the foundations of our business.

Independence

To remain independently owned thus ensuring intergenerational success.

Personal service

In order to provide our clients with personal attention and tailor-made portfolios we need to understand their core requirements, values and expectations, as well as their concerns and fears. A successful portfolio management strategy requires that we truly understand these aspects, which require both time and meaningful interaction.

Conservative, long-term investment strategy

We specialise in the management of retirement capital and endeavour to provide inflation-beating returns with moderate levels of risk. We value and insist upon long-term relationships with our clients recognising that there is no foolproof way to achieve above-average performance over the short or medium term. We treat as a top priority our clients and their families well being.

Two-way partnership with our clients

As with any successful relationship we believe in ongoing, informative and honest communication with our clients. To be involved in the management of their own affairs, our clients receive regular communication ensuring they are always kept up-to-date on the performance of their investments, in addition to general issues affecting the investment market.

History

Amidst the growing trend of mergers and acquisitions that started in the late 1970’s, John le Roux and Andy Calmeyer, together with their then co-founding directors, felt that the time was right for a new kind of personal trust company.

On the 1st of December 1980, their company opened its doors for business, operating under the name of Personal Trust. A name chosen to embody the company ethos by which the company still lives over 36 years on.

In addition to the Rondebosch Head Office, Personal Trust has offices in Noordhoek, Somerset West, Knysna and Port Elizabeth as well as an offshore presence on The Isle of Man.

Not just another number

Personal Trust’s unique corporate culture and client-orientated values ensure you won’t be treated as just another number.

Not just another number

Personal Trust’s unique corporate culture and client-orientated values ensure you won’t be treated as just another number.

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