Dear Colleagues and Partners
As we reflect on the first quarter, I’m proud to share that Warwick Wealth continues to go from strength to strength. We’ve welcomed several outstanding new Wealth Advisors and Partners to the business, further enhancing our national footprint and ability to serve clients with excellence.
Please join me in welcoming Antoinette Till in the Western Cape; Birgitt Skopelitis, who joins us as a Wealth Advisor based in Hermanus and Gauteng; Gabriel Holl in KwaZulu-Natal; Judith Heyns and Adam Stander who bring expertise to our clients in Gauteng. Last, but by no means least, Christiaan Bekker has joined us as a Wealth Advisor in Beaufort West, serving the greater Karoo region.
The addition of these talented professionals further strengthens our business and our ability to deliver superior wealth management solutions across South Africa. We are proud of the consistent and sustainable growth of our national footprint, and our commitment to delivering expert financial advice remains as strong as ever. I am confident that each of these new team members will make a significant contribution to our ongoing success.
On the market front, the past quarter has seen significant volatility. Locally, delays in the South African budget process and uncertainties around the Government of National Unity (GNU) have created market jitters. Internationally, U.S. President Donald Trump’s continued ‘America First’ stance, including aggressive tariff policies, has added further global uncertainty. Understandably, these developments have left many investors feeling uneasy.
At Warwick, our partnership with Orion Investment Managers ensures that client portfolios are professionally managed and well-diversified across asset classes and jurisdictions. This disciplined and global approach provides resilience - even in turbulent times. Our clients can rest assured that their financial wellbeing remains our highest priority.
Turning to Appleton Fiduciary Services, I’m pleased to report another strong quarter. Despite ongoing challenges at the Master’s Office and with SARS, Appleton has successfully delivered timely outcomes for our clients and, most importantly, for the beneficiaries of the estates we administer. The team continues to demonstrate professionalism and care in what can often be a complex and emotionally sensitive process.
Looking ahead, Orion Wealth Managers remains well-positioned for the future. We are actively exploring exciting new complementary business models and will continue to expand our industry-leading offering into other jurisdictions in the months ahead.
Onwards and upwards!
Marc Wiese
