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INVESTORS IN INTELLECT




WHO WE ARE

Founded in the last century, Spirit Invest and its directors have been
professionally involved in listed and unlisted companies, predominately within
the financial services sector, for well over four decades. The company is wholly
owned by The Spirit Organisation (TSO), which is itself a private and
independent company operating in a number of different jurisdictions. Since its
inception, Spirit Invest has steadfastly stood by its motto ‘Investors in
Intellect’, as this defines the businesses within its portfolio, as well as the
people who manage and work within these numerous independent and professional
businesses.

Spirit Invest has owned, managed and been a material investor in listed
companies in the UK and South Africa. Spirit Invest has grown substantially
since the turn of this century and collectively manages and administers over
$3,000,000,000 of assets, on behalf of several thousand clients and investors.
Spirit Invest operates via a number of holding companies under the groups Orion
brand, each one of these holding companies specialises in a particular
investment field. For more information on these holding companies please visit
Orion Investment Managers, Orion Wealth Managers and Orion Property Managers.

With operations, partners and professional associates in numerous jurisdictions,
including the United Kingdom, South Africa, Guernsey, Jersey, Isle of Man,
Mauritius and Ireland.  Spirit Invest’s broad footprint has enabled all clients,
within its many subsidiaries, to benefit from the highly professional and
experienced staff employed within them.

Spirit Invest has consistently grown each and every year of its existence while
always embodying its motto 'Investors in Intellect'.


THE HOLDING COMPANIES

ORION INVESTMENT MANAGERS

Wholly owned by Spirit Invest, OIM in turn owns a number of Investment Managers
that operate in various jurisdictions.  These investment managers are
Fundstore.com, Pangbourne Asset Management, Starfunds.ai Asset Management, Cadiz
Asset Management, Palmyra Asset Management, Capita Asset Management and Accorn
Investment Management. Fundstore.com and Pangbourne Asset Management operate
internationally as does Starfunds.ai, although it also has  a suite of South
African regulated funds.  Cadiz, Palmyra, Capita and Accorn operate as regulated
asset managers in South Africa and in addition Palmyra and Accorn also have
regulated suites of international funds.  These international funds are
administered by Fundstore.com, the groups fund administration operation.  

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ORION WEALTH MANAGERS

This wholly owned subsidiary of Spirit Invest is the corporate entity that owns
the wealth management companies within the Spirit Invest group.  OWM has seen
rapid expansion over the last 30 years and today its companies operate from a
total of 20 offices and service many thousands of clients.  Warwick Wealth is
now a well-known and also one of the most highly respected wealth management
operations in South Africa and has been expanding across the country since
2002.  This company offers a full suite of private client wealth products and
services and in addition prides itself on exceptional client service.  Appleton,
which was originally established in 1992 has developed into one of the leading
fiduciary companies in Southern Africa, offering highly professional wills
drafting and executorship services. 

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ORION PROPERTY MANAGERS

This company is wholly owned by Spirit Invest and in turn it owns the Property
Management companies operating within the group.  OPM is the most recently
established of the Spirit Invest holding companies and has grown significantly
over the last 20 years.  OPM intends to continue to develop its portfolio, via
its different brands, over the years to come.  Underneath OPM are the three
existing and developing property management companies, Oakwood Property
Managers, Investin Property Managers and Unyson Property Managers.  These
independent companies have been established by OPM, with their own unique brands
and objectives, as they each have a different purpose and a preferred type of
property investment.  All OPM property investments are proprietary and not
available to the general public.

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An owner of three investment holding companies which in turn own asset and
investment, wealth management, and property management companies in several
jurisdictions.

© 2024 Spirit Invest International. All Rights Reserved | Disclaimer


Part of The Spirit Organisation


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To learn more about Spirit Invest, visit our YouTube channel for key insights.

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