Appleton

The take-on, management and winding up of an estate is often complex and multifaceted. As the Fiduciary Specialists, Appleton has a wealth of expertise to manage deceased estates no matter how complex. We invite you to put us to the test.

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Cadiz

Cadiz Asset Management, local and international investments.

www.cadiz.co.za

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Warwick

Contact one of the Warwick Wealth Specialists today on 0800 50 50 50 or www.warwickwealth.com

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Appleton

Deceased Estate Administration

The Administration of Estates Act prescribes the process and steps that must be followed when managing within a compulsory period in administering a deceased estate. Appleton provides a complete and seamless estate administration service. Irrespective of the complexity of the estate, Appleton manages all stages of the estate promptly, efficiently and ethically. The efficient management of a deceased estate to finality requires a host of skills, ranging from legislative and regulatory compliance, to financial accounting, taxation, property conveyancing, trusts (local and offshore), banking and asset management.

Please contact us on 0800 50 60 70 or www.appleton.com

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Cadiz

Meet Sidney McKinnon, our Senior Fixed Income Portfolio Manager.

Sidney joined Warwick Asset Management in November 2013, and with the acquisition of Cadiz in May 2018, was appointed Senior Fixed Income Portfolio Manager – SA, at Cadiz Asset Management. He holds a B.Sc degree from The University of Cape Town, Diplomas in IS Project Management, Financial Management, and has completed modules in the Capital Markets (Securities Institute – London). Sidney also holds a Post Graduate Diploma in Financial Planning from the University of Free State.

Sidney started his career as an IT specialist at Southern Life before moving into Asset Management, operating mainly as a quantitative analyst across both equity and fixed interest markets. He worked as a fixed interest specialist and portfolio manager at Nedcor Investment Bank and Abvest Associates, before joining Trident Capital. Here his duties included specialist fixed interest portfolio management and the development and management of Real Return and Targeted Return products.

Before joining Cadiz, Sidney was at Lion of Africa, as their senior portfolio manager, being responsible for setting up the functionality of the asset manager within the group.

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Warwick

Contact one of our Wealth Specialists today on 0800 50 50 50 or clientcare@warwickwealth.com

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Appleton

Client service is often spoken about, but seldom practiced. At Appleton we practice and perfect client service every day. It is our core competence as the Fiduciary Specialists.

www.appleton.com

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Cadiz

South Africa emerges into Level 3 of the Covid-19 national lockdown from 1 June 2020; as part of the social distancing and regulation protocols, Cadiz Asset Management will continue working remotely during this period.

Our experienced and highly qualified Portfolio Managers and Investment Analysts will continue to manage our investment funds uninterrupted.

Our Senior Business Development Managers have had the opportunity to provide the same level of service to which our clients are accustomed to.

We pride ourselves in always providing our clients with the best possible service and we thank you for your continued support as we manage through this time together.

Visit www.cadiz.co.za or contact our offices on 0800 02 23 49 to speak with one of our Senior Business Development Managers within your area.

Cadiz, investing for the future.

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Appleton

The Coronavirus pandemic has taken us all by surprise and with devastating impact. Our lives have been disrupted, our families have been dislocated and we have become distanced from our loved ones. This serves as an unwelcome reminder to us all to have our affairs in order and to ensure that our Will is brought right up to date and properly reflects our wishes. Please take this opportunity to contact Appleton – The Fiduciary Specialists – to assist you in any matter relating to your Will, or estate. WE ARE HERE FOR YOU!

www.appleton

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Cadiz

South Africa emerged into Level 3 of the Covid-19 national lockdown from 1 June 2020; as part of the social distancing and regulation protocols, Cadiz Asset Management will continue working remotely during this period.

Our experienced and highly qualified Portfolio Managers and Investment Analysts will continue to manage our investment funds uninterrupted.

Our Senior Business Development Managers have had the opportunity to provide the same level of service to which our clients are accustomed to.

We pride ourselves in always providing our clients with the best possible service and we thank you for your continued support as we manage through this time together.

Visit www.cadiz.co.za or contact our offices on 0800 02 23 49 to speak with one of our Senior Business Development Managers within your area.

Cadiz, investing for the future.

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