In reviewing 2024, as Chairman and CEO of Warwick Wealth, the principle question I ask myself is, “Have we provided the best private wealth management client service in South Africa”? Ultimately, this is for our clients to answer, but from the regular feedback we receive and our client growth and retention, I am pleased to say that 2024 has been an outstanding year. 

Consequently, the most important message I wish to convey at this time of the year is a sincere and heartfelt “thank you” to each and every one of our clients for your support and the trust you have placed in Warwick Wealth. We are fully aware of the responsibilities we carry as your chosen private wealth managers. Equally, I give you the categorical guarantee that every day we look at ways to further enhance our service for you.

So, what is the Warwick difference? Firstly, each of our clients is looked after by a dedicated team comprising of a qualified Wealth Specialist, Wealth Planner, Client Relationship Specialist and or a Client Relationship Officer. In addition to our wealth teams, we have a national dedicated client care team, headed by our Director of Client Care. 

In 2024 we launched our unique bespoke Client Communication System to provide a full and comprehensive statement of your wealth whether this is a share portfolio, or investment in a fund and includes a statement of the value of your estate if you have your Will with Appleton.

We also introduced an electronic client take on, review and easy sign system that saves you and your Wealth Specialist time, removes paperwork and provides you with a safe and secure record of your investments.

With respect to your investments, we added even more fund management offerings through Orion Investment Managers (https://orionim.biz/), specially designed for private clients. We also expanded the number of fund management advisors we work with locally and internationally in order to remain at the leading edge of asset management developments globally.  

Remember too that every Warwick Wealth client also has a high interest cash account opened for them at no cost!

We adopt a holistic approach to your wealth management and so with respect to your estate planning, we have chosen Appleton, The Fiduciary Specialists (https://appleton.com/), to professionally draft your Will again at no cost. We have also negotiated very favourable rates for our Warwick clients.  Just like Warwick, Appleton provides what we believe to be the highest levels of personalised service to clients. 

We have also invested significantly in communications with our clients through the monthly Warwick Wealth Matters and YouTube channel (https://www.youtube.com/@OrionWealthManagers-fn3jr), as well as ensuring you receive regular informative publications from Orion Investment Managers and Appleton.

The even better news is that we have more enhancements lined up for you in 2025 and we are all very excited about what lies ahead for our clients next year.

Before closing, 2024 is the 30th anniversary of the founding of the Spirit Foundation and I want to thank our clients, professional network, staff and wonderful donors who have made this such as special year. If you would like to know more about this exceptional Foundation and how you too can make a difference, please click on this link (https://spiritf.org/), which will take you to the website.

As this memorable year draws to a close, all that remains is for me to wish all our clients, professional network, supporters, friends and families a wonderful festive season and I look forward to talking to you again in January 2025.