We are a privately owned Trust and Investment Management company. We provide financial advice and personalized financial solutions to clients planning for, or already in their retirement years, as well as to their families.

We build lifelong relationships with our clients


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

We have grown significantly over the years and now manage in excess of R22 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.

Latest News

Retirement Village Living

Retirement Village Living

There are a number of factors to consider when making a decision regarding your future home....

From Russia with Love

From Russia with Love

"You can do a lot more with weapons and politeness than just politeness." Vladimir Putin Who would...