Personal Trust (Pty) Revenue
Financial Services • 
Rondebosch & Noordhoek, Cape Town, South Africa • 101-200 Employees
Personal Trust (Pty) revenue & valuation
| Annual revenue | $20,000,000 |
| Revenue per employee | $144,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $64,000,000 |
| Total funding | No funding |
Key Contacts at Personal Trust (Pty)
Lorraine White
Director
Portia Vlotman
Associate Director - Money Market Manager
Renette Hendriks
Director
Greg Nasson
Director / Financial & Estate Planner
Nicole Mcintyre
Human Resources Director
Johann Westhuizen
Director
Jacqui Meyer
Director Investment Administration
Company overview
| Headquarters | Rondebosch & Noordhoek, Cape Town, South Africa |
| Phone number | +27216898975 |
| Websites | |
| NAICS | 52 |
| SIC | 673 |
| Keywords | Tax Services, Money Market, Retirement Planning, Fiduciary Services, Estate Planning, Investment & Portfolio Management, Offshore Financial Services, Administation Of Deceased Estates |
| Founded | 1980 |
| Employees | 101-200 |
| Socials |
Personal Trust (Pty) Email Formats
Personal Trust (Pty) uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@ptrust.co.za), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@ptrust.co.za | 100% |
About Personal Trust (Pty)
Personal Trust is a client-focused trust and investment management company providing advice and personalised financial solutions to clients planning for, or already in their retirement years, as well as to their families. We believe we excel at understanding our clients’ needs and aspirations building client knowledge and loyalty in the process. We offer a full suite of financial services, providing our clients with the convenience and comfort of having their business affairs conducted under one roof. Our services include: • Investment & Portfolio Management • Retirement Planning • Offshore Financial Services • Tax Services • Money Market • Wills • Estate Planning Personal Trust has been in successful operation since 1980 and manages approximately R18 billion worth of assets. We have offices in Cape Town, Somerset West, Noordhoek, George, Knysna, Port Elizabeth and the UK.
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Personal Trust (Pty) has 46 employees across 7 departments.
Departments
Number of employees
Funding Data
Personal Trust (Pty) has never raised funding before.
Personal Trust (Pty) Tech Stack
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United States
Austria
France
Frequently asked questions
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