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Services

Customised financial solutions

Services

A key advantage of Personal Trust is that we offer a full suite of financial services under one roof.

Client comfort and convenience aside, this approach has the added advantage of giving us an holistic view of each client’s current situation, needs and aspirations.

Once we have acquainted ourselves with the needs and desires of our clients, we then customise a financial solution that is specific to their individual requirements.

We research products and services and closely examine portfolio components to see which will help us achieve our clients’ goals – be it the preservation or accumulation of capital. While our methods are innovative, and our decisions are often contrarian, we never take any unnecessary risks that may jeopardise our clients’ security and peace of mind.

We are then able to customise solutions for that client, whether they are seeking capital preservation and capital creation, by drawing from our extensive platform of financial products and services.

Local Financial Services

Through our network of offices in Cape Town (Rondebosch and Noordhoek), Somerset West, Knysna and Port Elizabeth, our experienced advisors can provide a range of financial services including investment and portfolio management, fiduciary services, retirement and estate planning, access to a money market facility and tax services.

Offshore Financial Services

Our expertise extends beyond South African shores. Personal Trust Isle of Man was established to assist clients and their families who are living abroad. We serve clients of varying nationalities who all have a common need – an advisor they can trust, who understands their individual needs and who can help them navigate the sea of financial information and products on the market.

Local Financial Services

Through our network of offices in Cape Town (Rondebosch and Noordhoek), Somerset West, Knysna and Port Elizabeth, our experienced advisors can provide a range of financial services including investment and portfolio management, fiduciary services, retirement and estate planning, access to a money market facility and tax services.

Offshore Financial Services

Our expertise extends beyond South African shores. Personal Trust Isle of Man was established to assist clients and their families who are living abroad. We serve clients of varying nationalities who all have a common need – an advisor they can trust, who understands their individual needs and who can help them navigate the sea of financial information and products on the market.

Safeguard your legacy

Create the future you want and one for the next generation too.

Safeguard your legacy

Create the future you want and one for the next generation too.