Halvard Trust reports Q2 2026 results

Published 18 July 2026

Halvard Trust Partners has reported assets under administration of R14.8 billion at 30 June 2026, up 9% year on year. Fee income rose 6% over the same period.

Treasury Operations processed 41 200 outbound payment instructions in the half year across Real-Time Clearing, PayShap and EFT, with settlement exceptions running below 0.2%.

Marguerite Hallam, Managing Partner, said: "We have grown at the pace we intended and no faster. Our clients do not come to us for scale, they come to us because they can telephone the person who manages their money and get an answer the same morning."

The firm confirmed that the Rosebank office expansion completed in May remains within budget, and that headcount is unchanged at 40.

Halvard Trust Partners (Pty) Ltd is not a listed entity. These figures are published voluntarily and are unaudited.