

| Name | Value | % |
|---|---|---|
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.
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.
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.

