GOOD OLD FASHIONED PERSONAL SERVICE
SPECIALISTS IN THE MANAGEMENT OF RETIREMENT CAPITAL
FULL RANGE OF
FINANCIAL SOLUTIONS
Building lifelong relationships with our clients
We are a client-focused trust and investment management business providing financial advice and personalised financial solutions to clients planning for, or already in, their retirement years as well as to their families.
Personal Trust started as a dream. A dream to create a Trust company that was small enough to be able to put its clients first and had the founding principles of:
- Trust
- Personal dedication
- Professional commitment
Today, that dream lives on and the success of Personal Trust can be attributed to the unique philosophy on which the dream was built – to provide clients and their families with personal attention and tailor-made portfolios and to treat each and every client as a top priority.
We have grown significantly over the years and now manage is excess of R16 billion worth of assets for our clients. Despite our growth, we remain privately owned by Directors and Staff and are committed to our original vision of providing clients with personal and professional guidance on all aspects of their financial affairs.
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Did you know? You can invest in a selection of the top asset managers in the country using the Personal Trust Prudent Fund of Funds?
Why invest in the Personal Trust Prudent Fund?
Hear why we believe the Personal Trust Prudent Fund of Funds is a viable solution for our clients’ retirement capital.
Why invest in the Personal Trust Prudent Fund?
Hear why we believe the Personal Trust Prudent Fund of Funds is a viable solution for our clients’ retirement capital.
We are a Trust Company
Find out what it means to be a Trust Company in the modern age.
We are a Trust Company
Find out what it means to be a Trust Company in the modern age.
Why invest in the Personal Trust Prudent Fund?
Hear why we believe the Personal Trust Prudent Fund of Funds is a viable solution for our clients’ retirement capital.
We are a Trust Company
Find out what it means to be a Trust Company in the modern age.
