A FULL SUITE OF PRIVATE BANKING SERVICES
Nil Satis Nisi Optimum
Only the best is good enough
An Authorised Financial Services Provider
CAPE TOWN | JOHANNESBURG | PORT ELIZABETH | DURBAN | CHANNEL ISLANDS | MAURITIUS
THE PRIVATE CLIENT PEOPLE
ABOUT WARWICK PRIVATE WEALTH
Founded upon the ideal European model of a private banking organisation Warwick
Private Wealth offers a full suite of supporting products that gives the private client a
complete and crafted financial services offering.
Warwick Invest Asset Management
Warwick Cash Banking Services
Warwick Cover Short-term Cover
Warwick Trust Wills and Executorships
Warwick Global International Fund Management
Warwick Health Life Cover and Medical Aid
Integrity, transparency, service and performance excellence
are the cornerstones of Warwick.
VISION - FOCUS - DELIVERY
TH E WAR W IC K PR IVATE W EALTH G R O U P M AN AG EM EN T STRU C TU RE
BOARD OF DIRECTORS
EXECUTIVE COM M ITTEE
NATIONAL BUSINESS UNIT M ANAGERS NATIONAL PRODUCT M ANAGERS REGIONAL M ANAGERS
and Invest Cash Trust Cover Global Health CT PE DBN JHB
Example Example Example
Each National Product
RS Each National Business RS Manager has a Regional IM Admin Each of the four Regional
Manager has Regional Specialist (RS) to support Managers has four
Support as well as support activities in the region. Investment Managers (IM),
staff. and each IM has a Client
All products have support Relationship Manager (CRM).
Finance and Operations staff. Invest also has asset The office has administration
RS also has a full HQ team. RS management and trading IM and other support staff.
RS RS IM Receptionist CRM
RS RS IM Example CRM
Support Support Support
Staff Staff Staff
IM Investment Managers
RS Regional Specialists
CRM Client Relationship Managers
Support Staff Professional Administration Teams
PERSONAL ATTENTION - TOTAL COMMITMENT
ABOUT WARWICK INVEST
Asset management is the acknowledged cornerstone of any set of private banking
services and the European model of private banking recognises that this service
represents the largest single part of such a product offering.
Warwick offers asset management of:
Discretionary share portfolios
Retirement share portfolios
All portfolios are crafted and managed individually and each is totally unique.
Client funds are held at third party deposit taking institutions, giving the client
even greater security.
First-class service and individual attention are always an accepted norm.
ABOUT WARWICK CASH
Banking services and cash products that produce a strong solid return are the primary
objectives of Warwick Cash.
Utilising the licences of quality banks, and always holding all cash at recognised and
regulated institutions, Warwick Cash is able to offer its clients:
High Interest Call Accounts (HICA’s)
Fixed deposit rates
Free debit orders and scheduled payments
No monthly fees
Personal private banking officers and efficient service
Multiple transactions at no cost
ABOUT WARWICK COVER
Warwick has expanded its client service offering to include high quality short-term
insurance cover, at competitive rates, through its Warwick Cover division.
Platinum (over 50’s)
Warwick Cover Regional Specialists are based in each of the Warwick offices to
assist clients on a highly personal basis with all queries, amendments, claims and
A National Marketing Manager oversees the regions, ensuring that quality and service
standards are maintained.
Warwick Cover takes an old fashioned approach to short-term insurance, with quality
products supported by up-to-date technology and a highly motivated, efficient staff.
GROWTH - INTEGRITY - SECURITY
ABOUT WARWICK TRUST
With thousands of wills and the appointment as executors over estates worth many
billions, Warwick Trust is now acknowledged as a major national player in the
A highly professional team reviews and creates wills and trusts as required.
Specifically crafted to our clients’ needs.
A caring and efficient executorship service offers expert advice.
Many hundreds of independent brokers across the country make use of Warwick Trust
for their own clients’ needs and, in return, they receive exactly the same level of
commitment with complete confidentiality and unsurpassed service delivery.
LOCAL QUESTIONS - GLOBAL ANSWERS
ABOUT WARWICK GLOBAL
Warwick Global offers a suite of products that fully serve the requirements of the
private client with international monies.
International Funds: Client monies are managed through transparent and
well-structured international investments.
International Bank Accounts: Clients are offered accounts with global banking
institutions, offering exceptional rates at discounted costs.
International Trusts: Offshore trusts with unique features and costs.
Foreign Exchange: Transparency, flexibility and ease of use, all available to
the Warwick private client.
These and many other services make Warwick Global the ideal partner for the private
client whether at home or travelling the globe.
PEACE OF MIND FOR YOU AND YOURS
ABOUT WARWICK HEALTH
Warwick Health offers two of the key areas of a private client’s needs, namely life
insurance and medical aid.
Warwick has focused these offerings under the name Warwick Health, as they are
inextricably linked to both the client’s physical and financial well-being.
Life Insurance: All major risk institutions are utilised, enabling Warwick Health
to offer the best products at the keenest prices, matched to the client’s needs.
Medical Aid: Warwick Health offers the best products available in the
international market place and crafts those products to match the exact needs
of the Warwick client.
LARGEST SPONSOR OF GRASS ROOTS SPORT IN SA
ABOUT WARWICK’S ORGANIC BUSINESS
Warwick’s Organic Business refers to the side of Warwick where clients are introduced
to the company through any channel other than Warwick’s Acquisition Business.
Sponsorship of club sports including, but not limited to, bowls, croquet, golf,
tennis, rugby and soccer.
All clients referred to Warwick from its existing client base and partners.
Any other client who joins Warwick, other than via an acquisition.
A National Manager coordinates the Organic Business via a highly professional team of Regional
Specialists based in each Warwick office. This operation involves hundreds of sponsorships and
events every year in a multitude of disciplines, making Warwick the largest sponsor of club and grass
roots sport in South Africa.
The largest sponsor of bowls in SA with a multi million rand commitment until 2012.
Sponsors over 250 sports clubs and over 150 events per annum.
Warwick is also involved in the support of other grass roots sports such as croquet, senior
golf, club tennis, cricket and football.
RETIRING, SELLING OR SUCCESSION PLANNING?
ABOUT WARWICK’S ACQUISITION BUSINESS
Warwick identifies independent brokers, investment managers and asset
management companies who are looking for succession planning, or seeking a
means of exiting the market and realising the value inherent in their business.
Companies that care for both local and international investment, short-term
insurance, life insurance and medical aid clients.
Any suitable company based in the major metropolitan areas of South Africa.
A National Manager coordinates the Acquisition Business via a highly professional team of Regional
Specialists based in each Warwick office. Each year, hundreds of potential businesses are
considered and, following a successful due diligence process, many are then merged with Warwick.
• Fair value for brokers’ businesses, or
• A unique level of pension for brokers and their families.
Succession planning giving peace of mind and client service.
Brokers can remain involved, if they so wish, or retire with financial security.
CONTACT US TODAY
Warwick offices are strategically placed in South Africa’s major metropolitan areas.
Warwick staff are fully qualified to give any private client the professional advice and
guidance they require.
Cape Town: 0860 109 147
Warwick House, Alphen Estate, Alphen Drive, Constantia
Port Elizabeth: 0860 111 526
Warwick House, 150 Cape Road, Mill Park, Port Elizabeth
Durban: 0860 111 525
Warwick House, 71 Madeline Road, Morningside, Durban
Johannesburg: 0860 111 527
Warwick House, The Wanderers, 21 North Road, Illovo, Johannesburg
E-mail or call with any questions - we are here to help.
CAPE TOWN | JOHANNESBURG | PORT ELIZABETH | DURBAN | CHANNEL ISLANDS | MAURITIUS