Our personal and professional approach is instrumental to our continued growth

Theresa Govender

Trust Officer

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Maintaining long-term relationships with our clients is vital to our business

Khaya Sontsele

Associate Director, Trust Officer CFP®

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Passion. Reputation. Professionalism. Inherent qualities that have given us our competitive advantage.

Loren Godet

Associate Director, Trust Officer

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We have a responsibility to live up to the trust that clients have placed in us as guardians of their wealth.

Svend Nielsen

Director, Investment Administration

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We earn our clients faith through our high standards of professional and personal service, and reward that faith with financial peace of mind

Gavin Ashwell CFP®

Associate Director, Trust Officer

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PERSONAL AND PROFESSIONAL GUIDANCE ON ALL ASPECTS OF YOUR FINANCIAL WELLBEING

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.

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WHAT WE OFFER:

We build lifelong relationships with our clients

Our Story

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

We have grown significantly over the years and now manage in excess of R30 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.

Testimonials

What Our Clients Say

Thank you very much for your gentle concern about me over many months. It has been an enormous support to have you at my side and to know you are at the other end of a phone.

Satisfied Personal Trust Client

I had Personal Trust draft my will. The way Personal Trust has dealt with my late Mother’s Estate is outstanding. We as a family have had dealings with Personal Trust over the years and they have always been very helpful.

Satisfied Client

I simply cannot imagine how I would have managed my finances, in the 10 years since my husband’s death. Personal Trust has absolutely relieved all stress in this respect.

Grateful Client

FAQ’s

Frequently Asked Questions

Who is Personal Trust?

Personal Trust is a privately owned trust and investment management company that has been in successful operation since 1980. Two of the co-founding directors, John le Roux and Andy Calmeyer are still actively involved in the business. We provide our clients with personal and professional guidance on all aspects of their financial affairs.

Who are Our Clients

Our clients are individuals who are planning for, or already in their retirement years, as well as their families.

What value do we offer our clients?

Each client has a dedicated Trust Officer/Advisor who will get to know you and your individual circumstances. All enquiries are dealt with personally – we do not have a call centre and we pride ourselves on the personal service we offer our clients. The majority of our advisors have been with the company for more than 10 years and we value the long-term relationships we have with our clients.