DIRECTORS & SHAREHOLDERS
As varied and individual as the financial services provided by Personal Trust are the skills and knowledge of the people who provide you with these services. Our directors offer a range of expertise‚ complemented by each and everyone’s personal ethos of commitment and dedication.
A specialist in general financial and estate planning‚ John was a founding director and launched Personal Trust on its path of success with his timeless vision “to return to personal and professional trust services” – a philosophy we still live by today. A former serving committee member of the Association of Trust Companies‚ John is still active in the trust company industry.John was appointed Executive Chairman with effect from 1 January 2010.
Since joining the company in 1989 ‚ Philip has endeavoured to promote a culture of client service excellence by dealing with clients directly and getting to know them personally. “This is one of the reasons we have earned our reputation for professional, ‘old fashioned’ client service.” Philip served as Managing Director for 20 years until December 2011.
Keith offers a wealth of knowledge and experience in all areas of tax‚ financial and estate planning. As a former Springbok rugby player Keith certainly needs no introduction. Like every other member of our team‚ Keith says he was most attracted to the company by its emphasis on personal service to clients and its ever-vigilant guardianship of standards and integrity.
John served as chair of our audit committee for a number of years before being appointed as Financial Director – a position he held for six years. He has been a non-Executive Director since 2010 and Personal Trust continues to benefit from his experience and expertise.
Andy‚ a co-founding director at Personal Trust‚ is totally committed to ensuring that his clients receive excellent personal service. “Personal Trust is about convenience and planning. Clients reap greater benefits if their entire financial situation and aspirations are clear and accessible to us‚” he says. “Our full spectrum of services allows for us to offer the complete financial solution.”
Mark is a hands-on chartered accountant with strong analytical skills‚ attention to detail and commitment to quality. Personal Trust recognised Mark’s enthusiasm and management experience when selecting him as the director responsible for the Somerset West office. Since opening in 2002‚ the office’s rapidly increasing client base is testimony to Mark’s efforts. Mark served as Managing Director from January 2012 until December 2014.
Thando joined Personal Trust in December 2004. Since that time he has progressed through the managerial ranks and currently acts as a Trust Officer whilst serving on the Executive Committee as well as the Financial Planning & Investment Council. He was appointed to the Board in January 2009. His strong leadership skills and strategic vision has enabled Thando to make an invaluable contribution to the management of the company and was promoted to the position of Managing Director in January 2015.
Nicole was appointed to the Board in July 2008 in recognition of the importance the company places on its employees. As a specialist Human Resource practitioner‚ she has over 10 years experience in the field and has the technical skills and compassion to ensure the wellbeing of Personal Trust’s greatest assets – its people.
Jacqui was appointed to the board in 2005. Manager of the Investment Administration Department and Finance Director‚ Jacqui has brought a unique set of skills to her area of responsibility. Initially attracted to Personal Trust by its company culture and family atmosphere‚ she believes it is our ability to live up to our name that really sets us apart from our competitors. Jacqui was appointed to the position of Deputy Managing Director in January 2015.
Glenn is a highly qualified and experienced investment analyst‚ portfolio strategist and decision-maker. His conservative and value-based yet contrarian investment management style has withstood the test of time. “Some of the most profitable investment decisions I’ve made have been as a result of taking a contrary view to the prevailing market wisdom.”
Lorraine joined Personal Trust in 1998 and has extensive experience in the fields of financial and estate planning‚ the formation of trusts‚ the drafting of wills and the administration of deceased estates. His commitment to quality and client service excellence has ensured a significant client base of his own. Lorraine was appointed to the board in 2008 and is responsible for the Trusts‚ Wills and Estates Department.
John, a qualified chartered accountant, was elected to the Board in January 2014. He has a distinguished career in the financial services industry and his experience in managing client relationships will be instrumental to the future growth of the company.
Johann was elected to the Board on 1 January 2014 and is responsible for the Knysna office. Since joining Personal Trust in 2007, Johann has been committed to growing the business in the Southern Cape and surrounding areas. His hard work, commitment to personal service and involvement in sporting & cultural activities has been key to the growth of the business in the Garden Route area.
Greg was elected to the Board 1 January 2016. He joined the company in 2005 and his commitment and client service excellence has helped him build a significant, loyal client base. Greg embodies the Personal Trust ethos – he offers good old-fashioned service with a personal touch.
Renette joined Personal Trust in July 2007. She has over 17 years’ experience in the financial services industry and specialises in the formation and administration of Trusts, drafting of Wills, administration of deceased estates and other legal matters pertaining to the industry. She was appointed to the Board, effective 1 January 2019.
Kristin joined Personal Trust in July 2008. A Chartered Accountant, Kristin provides advice to clients on their investment and retirement planning and broader financial affairs, including estate and tax planning. He has over 10 years experience and believes strong, long-term relationships with clients underpins the ability to offer the best advice possible. He joined the Board effective 1 January 2019.
Svend has over 25 years experience in operations in retail and investment banking, stock broking, CIS administration and Trust Company client investment administration both in South Africa and the UK. He joined Personal Trust in July 2006 and was appointed to the Board effective 1 January 2019. Svend is also a Director of Personal Trust’s Collective Investment Scheme which is responsible for operational and compliance oversight, collective investment scheme portfolios and unitholder register.
MC Arends Nat Cert in FP, GP Ashwell CFP® BCom, JA Bester BCom(Hons) CA(SA) CMS (Oxon), YS Carelse BSocSci, SD Chivell, BR Danks BCom CAM Dip, DS Edgar CFP® BCom, JM Forte, LM Godet MCom, TA Govender BBA PDFP, MA Huxter MBA, BK Kiss CPCE DITN, JM Koopman, MMcKay CFP®, RM Mendes-Abreu CAIB (SA), TD Miles (British), OK Moses, LS Petersen, BG Prettejohn BCom Hons, RO Smith, HDip (Tax), KA Sontsele CFP® BCom, N Taal BSocSc PGD Mgmt (HR), A Theron BCom LLB PGDFP, L van Wyk BCom (Hons), PB Vlotman (DMS) Dip BusM, L Wasmuth
These are some of the people you will meet at Personal Trust. Like all our employees, they are providers of excellent service, specialists in their field and dedicated professionals. But most of all they are people like you, our valued customer.
Admitted as a partner of Ernst and Young in 1973, Philip gained a vast amount of experience during his years there.
It was his overriding interest in the financial services market that drew Philip to the Personal Trust team where he shares our philosophy of forging long-term relationships with our clients.