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Asset Management

Discretionary share portfolios

Each client with discretionary funds has a carefully constructed share portfolio that matches their “Risk Profile” and “Needs Analysis”. The clients own Investment Manager ensures that the client’s position and needs are always matched within the share portfolio.

Retirement share portfolios

As with Discretionary Funds the client has a carefully constructed share portfolio that matches their “Risk Profile” and “Needs Analysis”, but in this case within their retirement funds. Their Investment Manager continues to ensure the clients needs match the share portfolio.

Fund management

Warwick’s soon to be launched South African Collective Investment Scheme will enable the smaller client to make use of Warwick’s high levels of fund management. In addition they will offer unique levels of personalized service and client interaction.