Profiel
Mr. Philip Kilroe is a Director & Trust Officer at Personal Trust (Pty) Ltd.
He has endeavoured to promote a culture of client service excellence by dealing with clients directly and getting to know them personally.
Mr. Kilroe also served on the board at Sterling Private Wealth (Pty) Ltd.
Actieve functies van Philip Kilroe
Bedrijven | Functie | Begin |
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Personal Trust (Pty) Ltd.
Personal Trust (Pty) Ltd. Investment ManagersFinance Personal Trust International Ltd. (Personal Trust) is an independent trust and investment management firm headquartered in Cape Town, South Africa. The firm was founded in 1980 and merged with Sterling Private Wealth in 2010. Personal Trust provides personal, professional investment management, financial planning and ancillary financial services to clients and their families. Their product offering covers the full spectrum of asset classes and risk profiles, both locally and offshore. Personal Trust offers an in-house local and offshore range of unit trusts and access to an approved list of external unit trust funds. | Corporate Officer/Principal | 01-01-2022 |
Eerdere bekende functies van Philip Kilroe
Bedrijven | Functie | Einde |
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Sterling Private Wealth (Pty) Ltd.
Sterling Private Wealth (Pty) Ltd. Investment ManagersFinance Sterling Private Wealth (Pty) Ltd. (SPW) is a wealth management firm headquartered in Sandton, South Africa. The firm was founded by Graydon Morris and Lesley Hohne in 2002. They are a subsidiary of Personal Trust (Pty) Ltd. SPW provides focused, holistic wealth management advice to entrepreneurs, corporate executives and retirees. | Director/Board Member | - |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
Bedrijven in privébezit | 2 |
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Personal Trust (Pty) Ltd.
Personal Trust (Pty) Ltd. Investment ManagersFinance Personal Trust International Ltd. (Personal Trust) is an independent trust and investment management firm headquartered in Cape Town, South Africa. The firm was founded in 1980 and merged with Sterling Private Wealth in 2010. Personal Trust provides personal, professional investment management, financial planning and ancillary financial services to clients and their families. Their product offering covers the full spectrum of asset classes and risk profiles, both locally and offshore. Personal Trust offers an in-house local and offshore range of unit trusts and access to an approved list of external unit trust funds. | Finance |
Sterling Private Wealth (Pty) Ltd.
Sterling Private Wealth (Pty) Ltd. Investment ManagersFinance Sterling Private Wealth (Pty) Ltd. (SPW) is a wealth management firm headquartered in Sandton, South Africa. The firm was founded by Graydon Morris and Lesley Hohne in 2002. They are a subsidiary of Personal Trust (Pty) Ltd. SPW provides focused, holistic wealth management advice to entrepreneurs, corporate executives and retirees. | Finance |