Advisory Committee

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Samantha Taylor-Bowen - Carrick Wealth

Samantha Bowen

Samantha was born and raised in Portsmouth, UK and attended school in the English country town of Petersfield. An entrepreneur at heart, Samantha ran her own business for five years before joining the financial services industry in a senior position with an international company.
Samantha emigrated to South Africa and joined an international financial services company where over a six-year period she grew their African footprint in Botswana and Zambia. Under Samantha's helm, the teams achieved their best performances in 2012 and 2013. Samantha believes in continuous learning and expanding her skills. She has achieved certification from the Milpark Business School for financial planning and the Chartered Institute of Securities & Investment.

Samantha's success in the industry didn't go unnoticed and she was headhunted to set up the Cape Town office when Carrick opened its doors. Under Samantha's leadership, her personal team dominated, achieving numerous awards for performance in 2015 and 2016. Samantha was personally nominated for the Annual Directors Award in 2015 and won the top Associate Award in 2016.

Things she's interested in:

Samantha likes wildlife and landscape photography, and also enjoys exploring the wine estates around Cape Town.

Her favourite quote:

"Carpe Diem." (Seize the day) -Horace

How you can get hold of her:

sam.bowen@carrick-wealth.com

LinkedIn

Mike Fannin - Carrick Wealth

Mike Fannin

Mike Fannin is an expert in designing tax-efficient solutions for high-net-worth clients and is dedicated to the craft of creating sustainable retirement solutions. He holds a B.Comm degree from the University of Port Elizabeth, as well as various diplomas in Equities and Risk Management. Moreover, his expertise was honed over the course of twelve years in the crucible of London’s financial district.

There he co-founded and built Principia Group – a holistic Financial Services company that incorporated Financial Advice, Mortgage Procurement, Corporate Finance, Venture Capital, Tax, and Estate Planning divisions. The successful sale of the business to Montpelier Group in 2007 brought this chapter of Mike’s journey to a close. He returned to South Africa in 2010 to work for one of the industry’s largest financial consultancies.

Mike is a co-founder of Signature of Hope Trust. Through the activities of the trust, he is actively involved in the drive to raise funds that benefit its beneficiaries to make a real sustainable difference in the communities they serve.

Things he's interested in:

Mike has a competitive spirit which drives him to compete in challenging multi-sport endurance events. He's completed in Ironman 70.3 (2014, 2015, 2018) and Ironman South Africa (2014).

His favourite quote:

"I am the master of my fate, I am the captain of my soul" -William Ernest Henley

How you can get hold of him:

mike.fannin@carrick-wealth.com

LinkedIn

Anthony Palmer - Carrick Wealth

Anthony Palmer

Anthony was born in Johannesburg and matriculated from Damelin college in 1991. He is a qualified chartered accountant, holding a B.Comm and B.Comm Accounting, is a Member of the SA Institute of Chartered Accountants, a USA Series 7 and 63 Representative and a UK Securities and Financial Derivatives and Commodities Representative.

Anthony spent eleven years working abroad in structured credit sales and derivative marketing at JP Morgan in London and Deutsche Bank in London and Wall street. His last position at Deutsche Bank was as managing director and global head of the alternative risk markets group.

On returning to South Africa, Anthony started his own business in the finance and venture capital industry. After identifying an opportunity in providing off-shore financial planning to South African residents Anthony joined Carrick as a senior adviser and to deliver product development, training and strategic input.

Anthony is Chairman of the Carrick Investment Committee where his team provides a variety of solutions to companies in order to enhance their product offerings to their clients. The team work to develop solutions that enhance a company’s current product offerings, delivering bespoke solutions that compliment business offerings.

Things he's interested in:

Surfing with his boys; walking with his wife and dog; playing tennis and reading.

His favourite quote:

"Fly above the noise." -Anonymous

How you can get hold of him:

anthony.palmer@carrick-wealth.com

LinkedIn