General Interest

Carrick strengthens onshore financial division

Cape Town, Friday, 27 July 2018 — The Carrick Group today announced the appointment of Paul de Waal to head the company’s new local (onshore) division. This follows his promotion to the position of Director: Wealth and Advisory. Carrick, an independent financial advisory service, is renowned for providing its clients with specialist financial advice in…

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Politics, your wealth and your investments

For some years now the political situation in South Africa has been quite unstable and uncertain, with adverse knock-on effects for the economy that impact on the financial wellbeing of every person, from the ultra-high net worth individual to the very poor. In February Cyril Ramaphosa became the new president, providing for some relief and…

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Carrick appoints Director of Acquisitions

Carrick Wealth today announced the appointment of Steve Brooks as Director of Acquisitions, effective immediately. Brooks will be based in the Johannesburg office. Carrick Wealth has appointed Steve Brooks to the newly created position of Director of Acquisitions. The post was created to complement the company’s already impressive organic growth and expand its AUM. Carrick…

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Concerned about the land expropriation debate? International property offers a good alternative

Politics, it seems, these days mostly involves the art of creating turmoil and uncertainty, certainly in South Africa, although other examples around the world also abound. Here however, anxiety levels have recently been rising around the controversial debate on expropriation of land without compensation and how that might in future affect your property rights, or…

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Carrick Wealth announces new Family Office providing niche service to the ultra-wealthy

Cape Town, Tuesday, 12 July 2018 – Carrick Wealth is proud to announce another benchmark-setting addition to its portfolio of bespoke financial advisory and management services. The establishment of a Family Office will cater to the unique needs of ultra-high net worth individuals that wish to take advantage of more effective offshore structured offerings available…

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Carrick Wealth capitalises on complementary strengths

Cape Town, Wednesday, 03 July 2018 — Carrick Wealth announced the promotion of Mike Potts and Greg Stockton to the positions of Joint Managing Directors, a move seen as utilising their complementary strengths. The appointment is effective immediately. Carrick Wealth Chief Executive Officer Craig Featherby said the appointments would hasten the company’s growth and expansion.…

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6 key questions to ask your financial adviser

Does your financial adviser tick all the right boxes? Financial advisory firms come in many shapes and sizes and by many names. On the surface they may all seem to generally offer the same services and advisory protocols. But if you delve a bit deeper, you are likely to find this is not entirely the…

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