Despite the Middle East conflict and bubbling inflationary concerns, markets have continued to deliver returns, though the investment environment has become more demanding. Read about these global and local market trends in this month’s Global Review. Enjoy the read.
This wholly owned subsidiary of Spirit Invest is the corporate entity owning the wealth management companies within the Spirit Invest group namely Warwick Wealth, Infiniti Wealth, Appleton and Silverthorn Employee Benefits.
Warwick is a local and international wealth management specialist delivering exceptional products, client service and performance. Warwick is focused on its unique products and service levels, both of which are designed for the client looking for quality and professionalism.
Appleton has a clear, consistent and singular focus on the writing of Wills and subsequent Estate Administration. This allows us to recruit and employ only the top professionals in the industry and to focus solely on providing the very highest levels of service to our clients.
Infiniti Wealth provides specialist High-Net-Worth private wealth management by tailoring financial strategies to meet evolving needs of clients as they experience life milestones and their wealth grows.
Silverthorn Employee Benefits Specialists has one clear objective: to deliver bespoke, best-of-breed investment and retirement solutions for companies and their employees tailored to meet their specific requirements.
The investment managers are Accorn Investment Management, Cadiz Asset Management, Capita Asset Management, Investin Asset Management, Pangbourne Asset Management, Palmyra Asset Management and Starfunds.ai.
Pangbourne Asset Management operates internationally and manages a suite of funds, including the Starfunds.ai Global Equity Fund of Funds (Only available to non-South African residents).
These international funds are administered by Fundstore.com, the group’s international fund administration company.
Accorn, Cadiz, Capita, Investin, Palmyra and Starfund.ai operate as regulated asset managers in South Africa.
OPM holds Spirit Invest’s extensive and expanding property portfolio. Beneath OPM are the three operating property management companies: Oakwood Property Managers, Unyson Property Managers and 1990 Wine & Country Estate.
These independent companies operate with their own unique brands, with each having a different purpose and type of property investment.
All OPM property investments are proprietary and not available to the general public.
