Warwick

Partner with Warwick and earn a passive income. Contact on of our Wealth Specialists today on 0800 50 50 50 or clientcare@warwickwealth.com

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Appleton

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

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Cadiz

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.

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Spirit Foundation

The Spirit Foundation proudly supports The League of Friends of the Blind (LOFOB), which is a Non-Governmental Organisation which caters to the needs of blind and visually impaired individuals. We work to further the UN’s Sustainable Development Goals for Education and Decent Work.  The Organisation is based in Grassy Park, Western Cape, they have been in operation since 1933 and have assisted in providing independence development services to thousands of individuals from all over South Africa and across the African continent.

#giving back

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Warwick

Diversify your wealth internationally. Contact one of the Warwick Wealth Specialists on 0800 50 50 50 or clientcare@warwickwealth.com

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Appleton

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

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

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Spirit Education Quarterly Newsletter

Who could have ever imagined that our Term 2 quarterly report, instead of being filled with stories and pictures of Spirit camp, hikes, exam preparations and school meetings, would in fact be all about our Spirit scholars learning under lockdown! The harsh reality of the COVID-19 pandemic altered all our lives very suddenly and our Spirit scholars had to rapidly adjust to the new normal of online learning, remote communication with teachers they were used to seeing every day, the absence of sport and cultural activities and no daily interaction with friends and classmates.

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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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