Dear Readers,

I hope and trust you all enjoyed a good break and please allow me to wish you all a fulfilling and prosperous 2025. 

The holidays provided me with the opportunity to stand back and reflect on the essence of Warwick Wealth and what we as a Company will strive to achieve in the coming year. It really boiled down to two related values. Firstly, the essence of our Company is you, our clients and professional partners. Secondly, what we seek to achieve in the coming year is to deliver the best private wealth management in South Africa. So, no pressure then!

Taking the first principle, if you visit the Warwick Wealth website, (https://warwickwealth.com/), you will see that we publish a unique Client Care Charter that is signed by every director, manager and member of staff. The CCC acknowledges that the core of our business is our clients and places your interests at the centre of what we do as a national wealth management company. Compliance and confidentiality are embedded within the Charter and this is why we have invested not only in our own compliance department, but were also groundbreakers in appointing one of the country’s leading financial compliance companies to provide external compliance services too. 

Wealth management is a dynamic, ever-changing sector and so the Warwick Charter commits all our employees to undertake continuous professional development. This applies not only to our many qualified wealth specialists, but right across the Company, whether in client care, information technology, operations or finance. 

It may sound a little boring to some, but the CCC also commits to continually improving our systems to deliver leading edge technology to our clients. You will have experienced the benefits of this with our investment in a more paperless environment and the use of easy sign technology when joining Warwick as a client as well as during your portfolio review with our Wealth Specialists. The introduction of our unique Client Communication System (CCS), in which your entire wealth portfolio with Warwick is captured in a single document, is another manifestation of our fixation with providing you with unique service levels. 

You may not see them, but you are likely to have interacted with the dedicated Warwick team responsible for managing and servicing your High Interest Cash Account, which again, is a unique, non-cost service to all our valued clients.

Placing clients at the core of our Company means treating you as an individual, and in particular, constructing a wealth portfolio tailored to your specific needs whether high income, balanced or growth for example. Doing this requires a range of asset management offerings with proven expertise across the entire investment spectrum. Warwick clients now have a remarkable range of asset management options to choose from and our qualified Wealth Specialists are dedicated to providing you with an investment strategy and solution tailored to your specific needs and requirements. 

Warwick has also selected Appleton (https://appleton.com/) to provide our clients with bespoke Will drafting and estate administration services and I am confident in saying that this company provides the very highest levels of service in the entire fiduciary sector. 

As this letter attests, we commit to communicating regularly with all our clients and professional network partners. In addition to your monthly Warwick Wealth Matters, we craft and distribute the highly informative Orion Investment Managers’ Optimum publication as well as the Appleton Times quarterly. We have also launched a dedicated YouTube channel (https://www.youtube.com/@OrionWealthManagers-fn3jr/featured) on which you will find highly informative insights and commentary on all matters relating to wealth management.

While all this is the foundation of our commitment to our clients and professional network partners, there is much more in the pipeline to come and we look forward to providing you with even more enhancements as the year unfolds.

On that note, I wish you all a fabulous 2025 and look forward to being in touch with you again next month.

Yours sincerely,