WARWICK WEALTH
Financial Services in Port Elizabeth

Total focus on this market ensures that all Warwick Wealth clients have their unique needs met from day one. International fund and asset management and related products. A financial institution with authorised companies in several jurisdictions, Warwick Wealth companies conduct their own asset management, asset allocation, premium collection, Will drafting, executorship services, as well as extensive client care and client reviews. Bowls, croquet, senior golf and many other grass-roots sporting codes and clubs benefit significantly from Warwick Wealth’s sponsorship and support. Warwick Wealth are proud to be a part of the The Little Optimist’s incredible journey. Ian has extensive knowledge of the private client and wealth management industry and has been actively involved in financial services for over 28 years. The Founder and Chairman of the Spirit Foundation, formed in 1994, has enabled him to oversee the education, mentoring and active guidance of hundreds of scholars through their high school years. He joined Warwick in 2006, initially as an Investment Specialist and was then later appointed as Regional Manager of Cape Town. He has subsequently held a number of key positions within Warwick Wealth, he was the Managing Director of Warwick Invest and the Managing Director of Warwick Private Clients where he still remains a Key Individual and approved asset manager. Adrian has extensive knowledge and experience in the wealth management industry and has been actively involved in financial services for over 22 years, he has been actively managing private client portfolios since He joined Lion of Africa in 2010, as their senior portfolio manager, where he was responsible for setting up the functionality of the asset manager within the group. John has been involved in the international financial services industry since 1985 and was appointed as the MD of Warwick Wealth Offshore in He has previously been the compliance director of a London based private client fund management company, which managed UK authorised unit trusts. He was responsible for all compliance, private client and unit trust administration, dealing and valuations. Rodney served as the Group Secretary and Compliance Officer at the Appleton Group, prior to which he had held various senior managerial positions at Syfrets Trust, including responsibility for compliance and the management of Trust portfolios. Rodney is a Past Chairman of The South African Institute of Financial Markets; the founding Chairman of The Fund Managers Association of South Africa (FMASA), as well as a founding Director of its successor The Investment Management Association of South Africa (IMASA) and served three consecutive terms as a member of The Financial Markets Advisory Board. He has extensive knowledge of the financial services industry. He has held various positions within Warwick, including heading up the asset management team and mentoring and training the companies’ investment specialists throughout South Africa. Tim was appointed as independent non-executive Director of Warwick Wealth in A former lecturer at the University of Cape Town and the Gordon Institute of Business Science, Tim has consulted to publicly listed companies in the financial services, banking, mining, manufacturing, retail, and oil and gas sectors. PJ was appointed as independent non-executive Director of Warwick Trust and Warwick Capital in PJ has presented many lectures on commercial legislation to the business sector and banking & financial fraternity and is a guest lecturer at the UCT Graduate School of Business on both the modular and full-time MBA Courses. Richard has spent many years close to the financial services compliance industry both locally and overseas. Richard arrived in Cape Town from the U.K in 1996 and in early 1997 co-founded Investment Technology Solutions (I.T.S) a company that developed compliance software solutions for the retail financial services industry.