Warwick Portfolios ensures that your investment needs, are met today while also protecting your future. Because wise investment, like life itself, is a marathon not a sprint.
Offering asset management designed to meet the needs of Warwick’s target market, an experienced and qualified team construct the models utilised within the bespoke personal share portfolios (PSP’s) managed by Warwick Portfolios.
Capital protection and income generation are the core principles required to ensure client needs are met. Extensive independent, as well as in house, research is conducted, on all relevant stocks and sectors. The results are then utilised by the team to ensure that all expectations are met in the medium to long-term.
Warwick Portfolios, never holds your assets, rather major independent third party deposit-taking institutions are utilised, thereby giving the client additional protection. Peace of mind is an important criterion at Warwick and the security of the client’s assets is paramount.
This investment professionalism is coupled with Warwick’s exceptional client care, service and compliance. Together, this ensures that the clients’ needs, security and returns are optimised during every stage of this long-term working relationship.