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History

The Early Days

In July 2002, after nine months of investigation and planning, the first Warwick client was signed by Mr Steve Wallace, a founder and director of Warwick. A man who is still today caring for his clients as well as helping to train and guide the latest Investment Managers within the group.

Even back then in 2002 the Warwick of today was already the goal of Ian Kilbride, the current Chairman and CEO. It was a company, with a simple mantra “Vision, Focus, Delivery” a company with a desire to offer superb individual “private banking services” to private individuals across South Africa.

The goal was then as it is now and as it will be in 25 years time, to deliver better product at a better cost aligned with unsurpassed service to every single client.

Today and Beyond

The twelve National and Regional Managers, along with the board of Warwick have a vast number of years experience in the “private banking, investment banking, asset management and financial planning industries.” They are lawyers, accountants, asset managers, CFP’s, MBA’s and certified professionals of many descriptions and most of all people passionate about “their” business.

The Warwick Team are bound together by a desire to deliver all that is best for their clients, as well as for all their business partners, such as the numerous independent brokers, investment advisors and asset managers that have merged with Warwick since 2007.