Our Services
Renowned for its unique range of financial products and services, Warwick provides individually tailored Local and International investment solutions, bespoke estate and retirement planning and all with unparalleled levels of client care.
Warwick also regularly communicates with its clients by virtue of its portfolio of publications, such as the monthly Warwick Wealth Matters, Cadiz Fund News, Orion Investment Managers’ Global Review, social media posts, monthly YouTube posts and quarterly statements.
Investments – Local and International
Warwick is a local and international Wealth Management Specialist offering exceptional investment products to its clients. Each Warwick client receives a bespoke investment plan that caters for their financial goals and needs. This is enhanced by a client-centric approach that delivers superb client service.
With regard to a client’s investments, Orion Investment Managers (OIM) is the preferred asset management house utilised by Warwick. OIM houses several asset management companies including: Cadiz Asset Management, Accorn Investment Management, Capita Asset Management, Palmyra Asset Management, Starfunds.ai and Investin Asset Management. OIM operates in several jurisdictions, managing billions of rands on behalf of private and institutional clients. Local and international Collective Investment Schemes and ‘Personal Share Portfolios’ (PSP’s) managed by the OIM group are utilised to meet the needs of Warwick’s local and international clients.
Constant monitoring ensures that client monies are invested in accordance with the client’s chosen risk profile. All clients are invested via a bespoke investment plan, whether via a PSP, a Wrap Fund, or an individual fund, locally and or internationally.
All funds are monitored constantly by internal and external compliance teams to ensure they conform to and comply with their stated objectives. All OIM funds are fully regulated and approved by the relevant regulator.
Investments
Warwick is a local and international Wealth Management Specialist offering exceptional investment products to its clients. Each Warwick client receives a bespoke investment plan that caters for their financial goals and needs. This is enhanced by a client-centric approach that delivers superb client service.
Estate Planning
All Warwick Wealth Specialists, Planners and Advisors are qualified to provide clients with a comprehensive estate plan. It is important to note that estate planning is not simply drafting of a Will, or the structuring of an estate plan to limit estate duty. Estate planning involves far more, such as consulting with our clients on their future needs, risks and goals to ensure their requirements are met and legacy is preserved. All Warwick clients are reviewed on a regular basis to ensure that as their needs and goals change, so does their estate plan.
Retirement Planning
Warwick provides comprehensive retirement planning services to help clients prepare for their future. Our specialists work closely with clients to develop tailored retirement strategies that align with their lifestyle goals and financial objectives, ensuring a secure and comfortable retirement.
High Interest Cash Accounts
All Warwick investment clients receive a High Interest Cash Account (HICA) at fixed monthly. This provides them with a secure, flexible and high yielding bank account with a reputable bank. The dedicated Warwick Cash Account Administrators manage each client’s payments and balances based on their requirements and needs. The HICA ensures that Warwick clients have immediate access to cash, while receiving an exceptional return on their monies through Warwick’s scale and bargaining power with banks.
Portfolio Secured Credit
Warwick offers ‘Portfolio Secured Credit’ as an alternative to more traditional credit products. Clients can use their Warwick investment portfolio as security to obtain a line of credit. This offering is made available in conjunction with Nedbank Private Wealth, a Warwick partner for over twenty years.
Warwick provides a range of bespoke financial products to its valued clients. Each client meets with a qualified Warwick Professional to determine their specific financial needs and requirements. This ensures that Warwick is able to provide the best possible financial solution relevant to the client.