Posts Tagged ‘wealth management’

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…

Read More

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…

Read More

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…

Read More

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…

Read More

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.…

Read More

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…

Read More

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…

Read More