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The Wealth Specialists

Who we are

This wholly owned subsidiary of Spirit Invest is the corporate entity owning the wealth management companies within the Spirit Invest group. 

Orion Wealth Managers (OWM) has expanded rapidly over the last 30 years and today its companies operate from over 70 offices, servicing its thousands of clients across the country. 

OWM vision and mission

Our vision is to grow into the best and largest wealth management business in South Africa and to carve out a path to sustainable wealth for all our clients.

Mission/Core Principles

OWM is built on the principles of time, patience and consistency.

Client Commitment: To place clients at the centre of the business ensuring client interests, confidentiality and compliance are paramount.

Service Philosophy: To deliver tailored, bespoke investment, estate, retirement and EB planning and services with high-level service and performance.

Network Growth: To provide Independent Financial Advisors with a secure, professional and branded environment to operate or exit their business. 

Core Values/Philosophy

Nurturing client wealth for sustainable growth.

A core focus on protecting, growing, and preserving client wealth.

Operating with high standards of professionalism.

Our companies

Warwick Wealth is one of the most highly respected wealth management operations in South Africa. This company offers a full suite of private client wealth products and services, and, in particular, prides itself on exceptional client service.

Warwick’s Merger and Advisory partnership deal with Independent Financial Advisors is the strongest in the market.

Appleton Fiduciary Services delivers unparalleled levels of service, professionalism and efficiency in Will drafting and executorships. 

Infiniti Wealth provides specialist High-Net-Worth private wealth management by tailoring financial strategies to meet evolving needs of clients as they experience life milestones and their wealth grows.

Silverthorn Employee Benefits Specialists provides specialist EB solutions for companies and their employees tailored to meet their specific requirements. 

Below are more details on each of these companies.

Established in 2002, Warwick Wealth has grown over the last two decades into one of South Africa’s largest and well-known wealth management companies.

In the world of finance, Warwick lives by the three core principles of time, patience and consistency. These are the same tenets that are found in nature and inspire us to continue setting the standard in private wealth management.  

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Appleton Fiduciary Services, which was originally established in 1992, has developed into one of the leading fiduciary companies in Southern Africa, offering professional Will drafting and executorship services. Focused purely on delivering the highest levels of service to clients, Appleton has a deserved reputation in the marketplace as The Fiduciary Specialists.

Exemplifying care and efficiency and with representative offices around the country, Appleton has set a new standard in the fiduciary services industry.

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Infiniti Wealth provides exclusive, bespoke wealth management for the High-Net-Worth Client. Infiniti Wealth crafts holistic wealth management solutions tailored to the specific requirements of each client. From local and international investments to tax efficient wealth planning and estate planning, Infiniti provides comprehensive solutions to meet the exacting needs of our High-Net-Worth Clients.

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Silverthorn Employee Benefits Specialists has one clear objective: to deliver bespoke, best of breed investment and retirement solutions for companies and their employees tailored to meet their specific requirements.

Silverthorn provides comprehensive solutions to meet the real needs of companies and their employees, including income and retirement investments, tax efficient wealth planning, estate planning and fiduciary services.

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Core Services

We offer a broad range of specialised services such as bespoke investment advice, tax mitigation and estate planning to grow, protect, and transfer wealth across generations. This includes: 

Investment Management
Tailored strategies to grow and protect assets, often incorporating both traditional (stocks, bonds) and alternative investments.
Financial & Lifestyle Planning
A comprehensive approach that considers a client's unique goals, risk tolerance and desired lifestyle to develop a long-term financial roadmap.
Tax Optimisation
Strategic planning to minimise tax liabilities and maximise after-tax returns, often a crucial aspect of overall financial efficiency.
Estate Planning & Succession
Assistance with transferring assets according to a client's wishes, minimising estate taxes and establishing plans for future generations.
Risk Management
Holistic assessment and management of various risks, including market volatility, inflation, behavioural risks and cybersecurity threats.
Private Banking Services
We provide each private client with their own High Interest Cash Account (HICA) at no cost.
Fiduciary services

This centres on protecting assets and ensuring a client's wishes are followed during their lifetime and after death. Specific services feature:

  • Will Drafting: Creating legally valid documents to ensure assets are distributed according to the owner's specific intentions.
  • Estate Administration: Acting as an executor to wind up a deceased estate, paying debts and distributing assets to heirs.
  • Trustee Services: Managing and safeguarding assets held in a trust for beneficiaries, ensuring compliance with the trust deed and relevant laws.
  • Investment Management: Making discretionary or non-discretionary investment decisions based strictly on the client’s risk profile and long-term goals.
  • Guardianship & Curatorship: Managing the personal and financial affairs of individuals who are unable to do so themselves due to age or incapacity.
Employee benefits

Our employee benefits services refer to the strategic management, administration and delivery of non-wage compensation provided to employees in addition to their regular salaries. These services are designed to enhance employee well-being, improve job satisfaction, and help businesses attract and retain talent in a competitive market.

Benefits are generally divided into mandatory (required by law) and discretionary (offered at the employer's choice). These services provide:

  • • Financial Security: Pension or provident funds, group life insurance, disability cover and funeral benefits.

Spirit Invest believes that OWM and its client offering are unique in the financial services industry.

Spirit Invest Articles & News

Spirit Invest companies such as, Orion Wealth Managers, as well as the Spirit Foundation distribute a portfolio of high quality publications. Examples of these can be viewed below.

Wealth Matters July 2026

The attraction of Musk, asset management styles, global markets and timeshare in an estate. All in this month’s Wealth Matters.

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Appleton Times – May 2026

Is Estate Planning really that important? Business interests in estate planning. Lodging a claim as a surviving spouse. Disposing of…

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Optimum – July 2026

Resilient economic growth, yet greater market sensitivity to inflation and policy risks. Read how Orion Investment Managers companies performed under…

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View & read more Spirit Invest publications & articles
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Warwick is a local and international wealth management specialist. Exceptional products, service and performance epitomise Warwick. Established in 2002 and operating locally and internationally, Warwick is focused on its unique products and service levels, both of which are designed for the client looking for quality and professionalism.

Warwick is part of Spirit Invest and with Spirit’s guidance and capital, Warwick has continued to expand rapidly across South Africa and other jurisdictions over the last two decades. As wealth management experts, Warwick has a proud cohort of highly qualified professionals each with exceptional skill levels. For over twenty years, Warwick has developed two distinct networks and clients are introduced to the company, products and services, via both networks. 

Warwick’s professional network is its direct link to the thousands of financial industry professionals throughout South Africa and around the world. An extensive network of Independent Financial Advisors (IFA’s) and other professionals are aligned with Warwick via our unique Succession, Intermediary, Advisory and Merger plans.

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Appleton Fiduciary Services provides the highest levels of service, attention, professionalism and efficiency. Independent and focused solely on Wills, estates and executorships, Appleton sets new standards in Fiduciary Services. With over 100 years of collective fiduciary experience, our mission is to provide our clients, their dependants and beneficiaries with complete care, satisfaction and peace of mind.

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To achieve our objectives of Wealth Preservation and Wealth Growth for High-Net-Worth Clients, Infiniti Wealth conducts a highly personalised and comprehensive process.

Meet with the client individually and gather all relevant financial information and data regarding the client’s financial situation.

Establish the client's financial goals and conduct a disciplined financial needs and risk analysis.

Analyse and assess the client’s current wealth portfolio and financial plan.

Develop and present Infiniti’s recommended wealth management strategy, personalised financial plan taking into account investment portfolio recommendations, financial needs, taxation and estate planning.

Implementation of the High-Net-Worth Client’s wealth management plan.

Regularly monitor, report and periodically update the client’s wealth management plan in accordance with changing investment dynamics and circumstances.

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To achieve our objectives of Wealth Preservation and Wealth Growth for your company’s employees, Silverthorn conducts a highly detailed and comprehensive company EB requirements process.

A Silverthorn EB specialist meets with each company individually and gathers all relevant financial information and data regarding the company’s requirements.

We establish the company’s EB goals and conduct a disciplined financial needs and risk analysis.

We then develop and present Silverthorn’s recommended EB investment strategy, taking into account investment portfolio recommendations, financial and income needs, taxation and estate planning.

We then regularly monitor, report and periodically update the Company’s EB plan in accordance with changing investment dynamics and circumstances.

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