Partner with Warwick and earn a passive income. Contact on of our Wealth Specialists today on 0800 50 50 50 or firstname.lastname@example.org
Appleton Fiduciary Services provides the highest levels of service, attention, professionalism and efficiency. Independent and focussed 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.
Please contact us on 0800 50 60 70
Established in 1996, Cadiz has built its success by delivering investment performance while cultivating long-term relationships with its clients and servicing all of their needs.
Cadiz, investing for the future.
Diversify your wealth internationally. Contact one of the Warwick Wealth Specialists on 0800 50 50 50 or email@example.com
Professional Will Drafting
Appleton’s services commence with the drafting of a thorough, comprehensive and bespoke Will, tailored specifically for each client’s needs, irrespective of the complexity of the estate. The foundation of an efficient and seamless estate is a thoughtful and carefully drafted Will. Appleton Will drafting is conducted completely confidentially and only by legally qualified professionals.
Please contact us on 0800 50 60 70
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.
Contact one of the Warwick Wealth Specialists today on 0800 50 50 50 or www.warwickwealth.com
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
Have your balanced investments performed recently? Contact on of our Wealth Specialists today on 0800 50 50 50 or www.warwickwealth.com