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Text Content

INVESTORS IN INTELLECT


Spirit Invest is the holding company of four diverse and fully regulated
financial services companies that operate in numerous international
jurisdictions.

Founded in the last century, Spirit Invest and its directors have been involved
and invested in financial services for over four decades. The company is
privately owned and has steadfastly stood by its moto of ‘Investors in
Intellect’ throughout its development and growth. Spirit Invest has owned,
managed, been a majority and, or material investor, in listed companies in the
UK and South Africa. Spirit has grown substantially since the turn of the
century and collectively manages and administers over $3bn of client assets.
Spirit Invest operates within financial services via its four operating brands
Warwick, Cadiz, Appleton and Accorn, companies that offer wealth management,
asset management and fiduciary management services respectfully.

With operations and associates in the United Kingdom, South Africa, Guernsey,
Jersey, Isle of Man, Mauritius and Ireland, Spirit Invest’s broad footprint has
enabled the clients of its subsidiaries to benefit from professional and
experience advice and knowledge.

Please click below to view Warwick, Cadiz and Appleton.


FINANCIAL PORTFOLIO

Please click below for more details on Warwick, Cadiz and Appleton.



Established in 2002, Warwick has grown over the last eighteen years into one of
South Africa’s largest and well-known wealth management companies.




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Established in 1996, Cadiz has grown over twenty four years from a South African
asset manager to one that operates in several jurisdictions.




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Established in 1992, Appleton has developed over twenty eight years to be
exclusively focussed on the writing of Wills and acting as executors.




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Established in 2015, Accorn is a unique and highly focused fund manager. It’s
specialist and proven algorithm invests only in the ‘Top Five Funds’, in
relation to the sector that Accorn aims to outperform.



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An owner of Authorised Financial Services Providers in South Africa, Mauritius
and Guernsey.
© 2022 Spirit Invest. All Rights Reserved. PAIA

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