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The essentials of estate planning

Estate planning is an inescapable fact of life but the right financial adviser will guide you through the process and ultimately structure your estate not only for your benefit, but also for that of your beneficiaries. Below are the considerations for estate planning, along with some very good reasons you shouldn’t leave it for a…

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Are you losing half your pension growth to high fees?

Many investors remain uncertain as to whether their investments are aligned with their retirement needs, and how much they are losing to high fees. Would you be able to give a conclusive answer if you had to explain the finer details of your offshore investment portfolio? • What are the fees charged on your portfolio,…

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Your UK pension fund may be at risk from the deficit crisis

As an expatriate with a UK pension you may be somewhat alarmed by the significant storm that has erupted in the British financial media around the ongoing pension funds deficit crisis and the potential consequences for members of defined benefit (DB) pension schemes, also known as final salary schemes. And rightly so you should be,…

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If you’re young and earning big money, know the difference between “rich” and “wealthy”

By Mike Fannin, Director: Operations at Carrick Wealth. The global wealth demographic is increasingly inclusive of Millennials, young adults born roughly between the early 1980s and the early 2000s, some barely out of their teens, and others approaching midlife. Inevitably this raises the question, just how well-equipped and prepared are many of these young adults…

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Client servicing and client experience – the key differentiators for success in business

As business paradigms constantly shift and change while the technological revolution continues at a breath-taking pace in a rapidly changing world, extensive research shows that client servicing and the client experience have become the key dynamic for any successful business. Companies and service providers who do not subscribe to this tenet, are fast realising the…

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Carrick Wealth appoints Marc Fancy as Sales Director Mauritius office

CAPE TOWN Friday, 09 March— Carrick Wealth today announced the appointment of Marc Fancy to the post of Sales Director: Mauritius. Fancy has held numerous senior positions in the high net-worth (HNW) private client and corporate space across three continents over the last 20 years. Carrick Chief Executive Officer Craig Featherby said that Fancy brought…

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Carrick Wealth Management continues its African expansion programme

BLANTYRE, 5 March 2018, Carrick Wealth has opened for business in Malawi. This brings to five the number of countries in which it operates, including Botswana, South Africa, Zimbabwe, and Mauritius. Carrick Chief Executive Officer Craig Featherby said Carrick’s Africa 2020 road map also included additional offices in Kenya, Ghana, Tanzania, Mozambique, and the Ivory…

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