Testimonials
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View the insights shared by our esteemed partners:
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.
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.
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.
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.