The last quarter of 2025 was a very busy and very productive with Warwick Wealth producing their best ever December AUM month. This was also achieved with a nice even split from our wealth teams and advisory partners.

Positively too, all the staff in the OWM administration centre passed the annual FICA assessment.

Going forward, the administration centre will operate under the banner of Orion Wealth Managers and will provide the relevant administrative support to Warwick Wealth, Infiniti, Silverthorn and Appleton.

The Banking department had some personnel changes. Henceforth, Geraldine, Amy and Candice will be the CAAs and Nicole will operate in a hybrid position assisting commissions and banking.

A big focus point going into Q1 2026 will be to ensure that our clients’ RA contributions are actioned and allocated timeously for the RA cut-off of 28 February.