Archive for September 2015

Carrick Wealth Appoints David Morgan as Associate Director

Cape Town, 29 September 2015: Carrick Wealth announced the appointment of new associate director, David Morgan.   Carrick Wealth, one of the fastest growing comprehensive independent financial planning companies in Southern Africa, with branches in Cape Town, Johannesburg, Zimbabwe and Mauritius, specialises in retirement planning, fiduciary and estate planning, off-shore and local investments and QROPS.  …

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How UK Politics Could Affect Your Pension

By Mike Potts   As an expat, I am always interested in what is happening in the UK. So, when the Labour Party recently elected its new leader, Jeremy Corbyn, I’m not sure the world quite knew how the UK would respond. Corbyn’s shift towards the left for labour has changed the face of the…

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Finding Security in Offshore Discretionary Trusts & International Retirement Plans

In the uncertain and volatile world we live in, protecting one’s wealth, growing it and finding security and peace of mind often seem to pose significant challenges, especially when it comes to retirement and inheritance planning.   However, for high-net-worth individuals offshore trusts are excellent option. This is an area in which Carrick provides expert…

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Why Carrick? Our People are our Greatest Investment

Carrick is a respected and service-driven firm in the wealth and asset management industry. Our company prides itself on the high calibre of its professional team and which is matched seamlessly to the equally high expectations of its high-net-worth clients. Were you, therefore, to consider a career in this dynamic industry, why would you want…

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We live in interesting times….

The saying “may you live in interesting times” is often quoted as being a Chinese curse. Although no actual historical reference can actually be found to confirm its origin, the events over the last few weeks in the global markets would certainly affirm its origin now.   There are, of course, many opinions and points…

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