×

Select Your Country

Selected Country

  Malawi

All Countries

Carrick Wealth News

Content devidder

Carrick Wealth announces new Family Office providing niche service to the ultra-wealthy
| July 12, 2018

Carrick identified the need in the market for ultra-high net worth individuals with significant investable assets who require services and offerings that are more sophisticated and bespoke than those of the typical retail advisor.

Read More

Carrick Wealth capitalises on complementary strengths
| July 9, 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.

Read More

Growing your financial services business in the complex new regulatory environment
| June 28, 2018

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. We have 6 questions you need to ask your financial adviser.

Read More

Growing your financial services business in the complex new regulatory environment
| June 21, 2018

Two major factors will determine the survival, sustainability, and growth of the financial advisory and wealth management industry: a paradigm shift in regulation and, understanding contemporary client expectations.

Read More

Being in the business of service to our clients
| June 14, 2018

All financial advisory firms are in the “financial services industry”, and most will basically offer you much the same - a range of services, products and expert advice. But is that really enough, or should that be all? Surely you deserve much better? Are they really in the business of being of service to you?

Read More

International property... an excellent addition to diversifying your investment
| May 31, 2018

A diversified investment portfolio is the tried and tested mantra of professional investment and wealth management specialists everywhere. But one area of investment strategy that is sometimes overlooked, is that of investing in international property.

Read More

Carrick Wealth Botswana appoints Ben Nevin to head business
| May 21, 2018

CAPE TOWN 21 May 2018 - Carrick Wealth today announced the appointment of Ben Nevin as Manager: Wealth Management and Advisory - Botswana.

Read More

Seven must-know financial facts for the expat teacher
| May 16, 2018

Teaching abroad provides a number of interesting and exciting opportunities, from travelling to exotic countries to building a nest egg, and from making a difference in the lives of your students to making connections through expat communities.

Read More

Is your 'offshore investment' truly offshore?
| May 09, 2018

As an investor you may have followed advice on investing offshore to gain access to international assets and hedge against the Rand. But are you 'truly' invested offshore? Will you actually achieve the benefits and protection you require?

Read More

The essentials of estate planning
| April 18, 2018

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.

Read More

Are you losing half your pension growth to high fees?
| April 11, 2018

Are you losing half your pension growth to high fees? The important questions to ask and what should you expect from your financial adviser?

Read More

Your UK pension fund may be at risk from the deficit crisis
| April 4, 2018

A 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.

Read More

If you're young and earning big money, know the difference between "rich" and "wealthy"
| March 20, 2018

The global wealth demographic is increasingly inclusive of Millennials. Inevitably this raises the question, just how well-equipped and prepared are many of these young adults to manage, grow and protect their wealth?

Read More

Client servicing and client experience - the key differentiators for success in business
| March 14, 2018

In a rapidly changing world, extensive research shows that client servicing and the client experience have become the key dynamic for any successful business.

Read More

Carrick Wealth appoints Marc Fancy as Sales Director Mauritius office
| March 9, 2018

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.

Read More

Carrick Wealth appoints Gomez Kumwenda as Managing Director of Malawi office
| March 7, 2018

Gomezgani Kumwenda, a financial consultant with extensive fund and risk management experience, has been named as the Managing Director of Carrick Wealth Malawi with immediate effect.

Read More

Carrick Wealth Management continues its African expansion programme
| March 5, 2018

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.

Read More

Discretionary fund managers and your financial strategy
| February 12, 2018

Like almost every industry, financial services is undergoing enormous change. Despite the turbulence, Carrick Wealth continues to place its clients' needs at the core of its business philosophy and implementing the best practice that ensures the highest levels of financial advice are maintained...

Read More

Continued global and domestic uncertainty calls for safeguarding of investments
| February 09, 2018

Ongoing volatility in the South African domestic political theatre, shifting dynamics in other countries of the region and sudden volatility that rattled stocks and investors globally since last Friday, have one consequence in common: continued uncertainty.

Read More

Shaking off Blue Monday
| February 07, 2018

The latest stumble on the US exchanges may have shaken the global market, but the unpublished statistics point to a brighter long-term forecast. The Dow Jones fell more than 1500 points at one stage on Monday, 5 February, the worst intraday rout in US market history...

Read More

Carrick Development Academy – The Future of Wealth Management in good hands.
| February 06, 2018

Carrick Wealth continued its drive to be at the forefront of developing professional wealth specialists, by welcoming on board 23 graduates to the Carrick Development Academy (CDA) class of 2018.

Read More

Be The Change
| January 31, 2018

Over the extended Christmas period I thought of many things, but the single biggest question I asked myself all holiday was: "What key issues should financial services businesses focus on to increase sales and profits in 2018?"

Read More

Carrick appoints Rashay Makan to Board of Directors
| January 22, 2018

CAPE TOWN - Carrick Wealth today announced the appointment of Rashay Makan, Director of Strategic Projects, to the Board of Directors. Makan joined the company in 2014 and his duties recently included the position of Managing Director of the Carrick Development Academy.

Read More

Carrick appoints new head of international offices
| January 03, 2018

CAPE TOWN, 03 January 2018 – Carrick Wealth Management today announced that Greg Stockton would head up all its international offices – Zimbabwe, Botswana, Malawi, and Mauritius – following his promotion to the Board of Directors. CEO Craig Featherby said Stockton was the ideal person...

Read More

Diversify offshore against uncertainty and instability
| November 23, 2017

News headlines these last few weeks have again confirmed that we live in times of much uncertainty. While there is much social upheaval and political and economic uncertainty in many parts of the world, investors in particular in South Africa and the region are bombarded almost every day with negative news that makes them nervous...

Read More

Confusing your UK domicile status can have costly UK tax implications for expats
| November 17, 2017

As a British expatriate living in South Africa or elsewhere, it is extremely important to fully understand the difference between the terms 'domicile', 'deemed domicile' and 'residency', and to know which status applies to you. Not knowing the difference and assuming the wrong status, could prove to be a costly mistake. This is especially true...

Read More

UK pensions affected by Bank of England rate hike: what to do?
| November 6, 2017

The decision by the Bank of England (BoE) to increase its benchmark interest rate for the first time in more than a decade, caused quite a stir, even though it had been widely anticipated. As usual there will be winners and losers. In reaction, financial experts and other commentators focused much on the implied pros...

Read More

Protecting your investments against possible Capital Gains Tax increases
| October 24, 2017

It is common cause that the South African Treasury is desperately looking for sources of income as it faces a revenue shortfall that some predict could be as high as R50bn. It needs to narrow the deficit, reduce government debt and is also looking for in excess of R100bn to bail out struggling state-owned enterprises...

Read More

Navigating foreign exchange as an essential element of offshore diversification
| October 18, 2017

The many uncertainties of our times demand meticulous planning and sophisticated investment strategies to protect and grow one's wealth. The key has always been diversification of one's investment portfolio, which prudently should include a substantial offshore investment allocation. This immediately also brings to mind the complexities of the foreign exchange environment and finding efficient foreign...

Read More

From growing and protecting your wealth, to ultimately preserving it.
| September 21, 2017

The decision by the Bank of England (BoE) to increase its benchmark interest rate for the first time in more than a decade, caused quite a stir, even though it had been widely anticipated. As usual there will be winners and losers. In reaction, financial experts and other commentators focused much on the implied pros...

Read More

Protect Your Wealth
| September 7, 2017

Warren Buffet reputedly said that it takes twenty years to build a reputation and five minutes to lose it. The same could be said of wealth: it takes time to build but it can be lost in an instant. Your overarching principle should be to protect what you have built in order that it can...

Read More

5 investment essentials: Lessons taken from a transatlantic SUP Crossing
| September 7, 2017

The decision by the Bank of England (BoE) to increase its benchmark interest rate for the first time in more than a decade, caused quite a stir, even though it had been widely anticipated. As usual there will be winners and losers. In reaction, financial experts and other commentators focused much on the implied pros...

Read More

Don't put your estate in the hands of the state
| August 1, 2017

When it comes to looking after their money, a remarkable number of people ignore the single most important factor: what will happen to your wealth when you die? For young couples, this is an almost taboo subject. Who thinks of mortality in the bloom of life? In conversations with potential clients and with colleagues...

Read More

Going offshore: Are you really sorted for retirement?
| July 27, 2017

A reasonably common response when discussing international investments with prospective clients, is that they are "already sorted". Understandably, people are apprehensive when disclosing their finances to a relatively unknown adviser. Often, they don't have the inclination to dedicate the necessary time to ensure they have a sound international investment plan. The uncomfortable truth, though...

Read More

Dual citizenship: Freeing you from geographical constraints
| July 21, 2017

Daily, technological advancements and social networks remind me of how small and connected the world has become. We're all just a phone call, email or Skype chat away. Long before this global lifestyle became the norm, Marshall McLuhan coined the term 'global village' to describe how our world would be increasingly "shrunk" by modern advances...

Read More

A tale of many cities: Street-smart international property investments
| July 17, 2017

A three-minute read The news - fake or otherwise - bombards us with reports of global economic and political risk and the accompanying volatile climate. The savvy investor doesn't allow this uncertainty to cloud their decision-making abilities. Instead, they remain level-headed, looking for ways to strengthen their investment portfolios to better insulate them from...

Read More

One thousand days - and counting
| July 7, 2017

Thursday, 6 July 2017 - Carrick Wealth reaches significant milestone on the road to redefining wealth management and helps re-charter the map of the financial services industry. One thousand days to the day since launching, Carrick Wealth has gone from a start-up of six people to a successful company with more than US$220-million offshore assets...

Read More

How to connect with millennials
| July 7, 2017

This may seem obvious but then consider how corporates have been (mis) speaking to women for years. Executive coach and motivational speaker Sue Stockdale, writing in the UK Guardian, said that when trying to gather information about women-owned fast-growth companies, very few women responded to her requests simply because they did not see their business...

Read More