Aug 24

Warwick Wealth Matters – August 2023

Welcome to the August Edition of Wealth Matters.

 I am struck by how fast this year appears to be going and just how eventful it has been, and the Boks haven’t even started their rugby world cup defence yet. Well done to Banyana Banyana and our women’s netball team who did us proud in the highly successful world championships hosted in Cape Town recently. Now, onto business. Warwick is fixated on providing our clients with the best ‘specialist’ wealth management in South Africa, but how do we become specialists? One of the keys to this is the investment we make in training and continuous professional development. So, allow me give you a window into what we do every Monday morning to deliver the best wealth management to you.

Every Monday morning at 08:00, we host what we call the Monday Forum which, linked by Teams, brings together every Warwick Regional Manager, Wealth Specialist and Client Relationship Specialist, together with our Professional Advisory Partners across the entire group to update on important global, economic, political and asset management issues of the week. Each region is invited to submit questions, points of clarification and questions to the Monday Forum. These are then addressed by the MD of Orion Investment Management, together with their specialist companies such as Cadiz Asset Management specialising in fixed income.