Posts Tagged ‘wealth management’

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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Entrepreneurs should approach their personal financial and wealth plan the same way they plan a business venture

Entrepreneurs are not risk takers, they only take calculated risks. There’s a big difference, says Leonard C. Green, entrepreneur, author and teacher at Babson College, rated the top US business school for teaching entrepreneurs. With a business and financial plan in hand, they are also strongly focused on making the venture work, taking calculated risks,…

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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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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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