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.

OWM has expanded rapidly over the last 30 years and today its companies operate from a total of 20 offices, servicing many thousands of clients.

Established in 2002 and expanding rapidly since then, Warwick Wealth is widely recognised as 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.

Appleton, which was originally established in 1992 has developed into one of the leading fiduciary companies in Southern Africa, offering highly professional Wills drafting and executorship services.

Companies

Warwick Wealth

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

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Appleton

Established in 1992, Appleton has developed over the last thirty years to be exclusively focussed on the writing of Wills and acting as executors.

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