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					                 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.



                              www.warwickprivatewealth.com
                                                             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




 Finance
                 Organic        Acquisition
   and                                              Invest    Cash        Trust           Cover             Global     Health     CT           PE            DBN               JHB
                 Business        Business
Operations



 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
                                                                                                                                             Admin
    RS           also has a full HQ team.                                  RS            management and trading                   IM                        and other support staff.
                                                                                                     staff.                                Assistants




    RS                                                                     RS                                                     IM      Receptionist                         CRM




    RS                                                                     RS                                                     IM       Example                             CRM



 Support                                                                 Support                                                Support
  Staff                                                                   Staff                                                  Staff



NOTE
IM              Investment Managers
RS              Regional Specialists
CRM             Client Relationship Managers
Support Staff   Professional Administration Teams




                                                                     www.warwickprivatewealth.com
              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.




                                  www.warwickinvest.com
                              FINANCIAL MATURITY




                          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



                                 www.warwickcash.com
                               RISKS? COVERED.




                        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)
       General Domestic
       Commercial
       Transport

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
new business.

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.



                                www.warwickcover.com
                     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
industry.

       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.




                                 www.warwickcover.com
                 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.




                               www.warwickglobalfm.com
                   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.




                                 www.warwickhealth.com
           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.

This includes:
      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.

Warwick Sponsorships
     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.



                                  www.warwickprivatewealth.com
             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.

Warwick acquires:
    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.

        Acquisitions create:
               • 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.




                                  www.warwickprivatewealth.com
                                CONTACT US TODAY




                         COUNTRYWIDE PRESENCE

 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.
                             info@warwickprivatewealth.com


CAPE TOWN | JOHANNESBURG | PORT ELIZABETH | DURBAN | CHANNEL ISLANDS | MAURITIUS

				
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posted:8/7/2012
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