Posts Tagged ‘investment’

Carrick Wealth wins another prestigious International Adviser Best Practice Adviser Award

Carrick Wealth has done it again. For the third consecutive year, the Cape Town-based wealth management and investment advisory firm has won a prestigious International Adviser Best Practice Adviser Award, this time in the category for Excellence in Business Strategy. The annual awards are recognised as one of the international financial advisory industry’s most outstanding…

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Undecided about transferring money out of South Africa?

Many of us have been preoccupied lately thinking about the direction of the rand and how we can counter the effects of its movements and best protect the value of our wealth. With this in mind, you may have been weighing the pros and cons of moving some of your money offshore but are still…

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Another exclusive issue from Carrick and Absa – capital protected, fixed return, plus global growth

Great opportunities rarely repeat themselves. But there are exceptions. Following the outstanding success last month of an exclusive investment offering by Carrick Wealth in association with Absa Bank, another note has just been issued offering the same superb investment opportunity: invest in rands with your capital fully protected, receive a fixed return and benefit from…

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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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Being in the business of service to our clients

By Kieron McRae, Director: Development and Brand, Carrick Wealth When selecting a financial advisory firm to manage your wealth and investments – or if you have already engaged the services of an advisory – a critically important test would be to ask yourself: what do they really offer me? How can they truly help me?…

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International property… an excellent addition to diversifying your investment

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. Investing in property in one of a growing number of attractive international markets can add significant value to one’s investment…

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Reflecting on 2016 as we look forward to 2017

It has been an excellent year for Carrick, not only because we won two International Adviser Best Practice awards – one for Excellence in Investment Planning and the other for Excellence in Business Transformation – but also because we have begun our expansion into Africa with the commitment to change the face of financial services…

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