General Information

Warwick Wealth is a local and international investment house, known as ‘The Investment Specialists’. Exceptional products, service performance epitomise Warwick. The financial institution with one name, one focus and one number.

Established in 2002 as ‘The Investment Specialists’, and now operating locally and internationally, Warwick Wealth is focused on its unique products designed for those looking for quality investment products and services. Total focus on this market ensures that all Warwick Wealth clients have their unique needs met from day one.

The company has four professional product houses, each of which is committed to the continual improvement of all products and services offered to its client base.

INVEST

South African and Offshore bespoke share portfolios.

FUNDS

Regulated collective investment funds, for the South African and Offshore investor.

OFFSHORE
International fund, asset management and other private client products.

TRUST

Will drafting, estate planning, executorship, and Trustee services.

A financial institution with authorised companies in several jurisdictions, Warwick Wealth companies conduct their own fund and asset management asset allocation. Will drafting, executorship services, as well as extensive client care and reviews.

PREMIER CLIENTS

Warwick Wealth’s Premier clients enjoy rewards for their ownership of investment products above a certain value. Visit warwickwealth.com for more details.

NETWORKS

Warwick Wealth has two distinct networks through which clients are introduced to the company and all of its products and services.

Professional Network

A nationwide network of Independent Financial Advisors (IFA’s) and other professionals are aligned with Warwick Wealth. Many IFA’s choose Warwick Wealth as their professional succession plan, while others have fully merged their company into Warwick Wealth bringing the IFA still greater financial benefits.

Lifestyle Network

Several hundred sports, recreational and social clubs, along with retirement villages and other senior associations make up this established network. Bowls, croquet, senior golf, soccer, bridge and many other grass-roots sporting codes and social clubs, benefit significantly from Warwick Wealth’s sponsorship and support.

To find out more about Warwick Wealth, Premier Clients, Networks and the Warwick Intermediary Agreement in South Africa, speak to your advisor, visit warwickwealth.com, or contact us directly on

0800 50 50 50

 

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