Resources
Unit Trust Fund Fact Sheets
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Fund Price
Fund Fact Sheet
General Investor Report
Annual Report
Please click below to download our Annual Report.
PERSONAL TRUST – ANNUAL REPORT 2024
FAQs
Learn more about Personal Trust and our tailored financial solutions.
Explore our FAQs to learn more about our services and client-focused approach.
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.
Where are our offices?
We have offices in Rondebosch (our Head office), Noordhoek, Somerset West, George, and Knysna, as well as an international office in the UK. Learn more about our locations here.
What services do we offer?
We offer a full range of financial services including:
- Investments across a full range of asset classes
- Trustee services include:
- The formation & administration of trusts
- Drafting & safe custody of Wills
- The administration of deceased estates
- Retirement planning
- Money market facility
- Tax services
- Direct offshore investments
- Estate planning & tax guidance
- Philanthropy
- Wellness advice and support are available through our dedicated Wellness Advisors.
How much do you need to invest to be a client of Personal Trust?
We do not have a minimum investment amount – please contact us to discuss your individual circumstances and we can guide you as to the best investment options.
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.
Who would benefit from investing with Personal Trust?
A person who no longer wishes to manage their own financial affairs and is looking for objective advice with guaranteed personal service. If you currently have an existing advisor and are unhappy about fees, service levels or performance, we would be happy to do a ‘no cost, no obligation’ review of your existing portfolio.
How do you become a Personal Trust client?
Contact Belinda Danks on bdanks@ptrust.co.za and she will arrange a consultation with an appropriate advisor based on your location and requirements.