Warwick has been established by its directors to deliver international world class Wealth Management for private clients. The needs of private clients are vastly different to those of the institution and therefore Warwick has focused its sole attention on these individual needs. A bespoke service driven company, Warwick puts the interests of its clients above everything else. Warwick manages the individual wealth of its clients in a bespoke and personalized manner, constantly aware of the clients needs and requirements not just in the current environment but also in the future as their needs and circumstances evolve and change.
PRIVATE WEALTH
The definition of Wealth and Wealth Management differs for each individual. It is for this reason no two Warwick Private Client solutions are the same. Warwick’s Wealth Management is bespoke as Wealth Management should be, and as private Wealth Managers Warwick’s service levels are equal to those of the worlds leading Wealth Managers and private banking operations.
Warwick Private Wealth are a 21st century company that bring 18th and 19th century values back into the world of private clients. Once more Wealth Management and superb personal service are available to private clients who do not fit into the “super rich category”, a group that by its very nature “excludes” the vast majority of people, people who deserve better individual attention.
SERVICE
Service is a much flaunted word in financial services but at Warwick, service and Wealth Management work as one. A total understanding of the client is required, their life, their family, their past, their hopes, aspirations, needs and requirements. This is married to their available resources and an acceptable investment profile.
PRODUCTS AND SERVICES
Private clients at Warwick have individual Wealth Managers, Client Liaison Officers and Client Administration Officers. The entire team at Warwick are committed in their desire to meet the clients goals and needs.
Warwick Private Client Wealth Management Services are extensive, yet again simple. Warwick is not a financial services supermarket it is a Private Wealth, Private Client company. It offers private investment services, private banking services as well as private estate and executorship services. Warwick will, where the need arises, direct its private Wealth Management clients to professionals it believes can assist with other products, such as, short, long term and medical insurance.
Please refer to the services page on the website for a simple explanation of all Warwick Wealth Management services. If you contact Warwick, for example via info@teamwarwick.com or info@thewarwickgroup.org a Warwick Wealth Manager will contact you and arrange a personal meeting at your convenience.
Warwick Financial Advisory Services (Pty) Ltd
Authorised Financial Services Provider
FSB Licence Number: 1218