A strong finish to 2024 and exciting plans for 2025!

The second half of 2024 has been an exceptional period of growth and achievement for Orion Wealth Managers and our subsidiaries, Warwick Wealth and Appleton Fiduciary Services.

Warwick Wealth continues to go from strength to strength, welcoming several outstanding new partners to our growing family. A warm welcome to Stephen Redman, Jannie Meyer, Mark Cloete, Hendrik Kotze, Dawie Rossouw, Jane Engelbrecht, Jane Engelbrecht, Antoinette Till, Marco van Zyl and Antoni van Zyl - each of whom whom brings invaluable experience and expertise to our team.

We are also proud to announce the launch of InvestIn Asset Management under Orion Investment Managers, further expanding our clients’ investment options. Additionally, our partnership with Allan Gray as an investment platform enhances the independence we offer our advisors, partners, and clients. Another key milestone was welcoming Anchor Capital as an equity advisor to Orion Investment Managers, which is an exciting addition given their impressive 10-year track record of outperforming the JSE.

Appleton Fiduciary Services has also had a stellar six months. We are delighted to welcome Tamsyn Potts to the team as a fiduciary specialist. Appleton has once again demonstrated its industry-leading efficiency by maintaining an average estate administration timeline of under 10 months. A huge congratulations to Lauren and her dedicated team for their continued excellence.

Looking ahead to the first half of 2025, Orion Wealth Managers is poised for further expansion. We are excited about the prospect of introducing two new financial services providers to broaden our offering. Additionally, we are actively exploring new jurisdictions to extend Warwick Wealth’s industry-leading services even further.

The future is bright, and I would like to personally thank the Spirit team for their unwavering support, as well as each and every dedicated member of Warwick and Appleton. Onward and upwards!