The Leadership

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Craig Featherby - Carrick Wealth

Craig Featherby

Founder

Craig believes that building a culture of leadership starts with those at the top – the drivers of the vision. Over a span of fourteen years in the financial services industry, Craig has concentrated on the craft of management, coupled with a passion for the financial services industry. He draws on a career that has taken him to the apex of the international finance industry, as far as the Middle East and Asia, and to some of the top positions in the financial world.

Born in Zimbabwe, junior-schooled in Melbourne, Australia, and educated at Kwazulu Natal’s Michaelhouse, throughout his journey Craig has carried with him the principles of leadership. From his early days at Ernst & Young and at ABSA Bank Limited, his career has taken him to the Middle East as a Financial Adviser and to the Far East, where he was involved in Wealth Management and Offshore Investments, eventually becoming Regional Manager for Africa (Financial Advisory/Wealth Management) for one of the largest independent offshore financial consultancies.

A philanthropist at heart, Craig believes that leadership should be translated into action to uplift the community. In this respect, he is a co-founder of Signature of Hope Trust and a generous donor to various NGOs.

Things he's interested in:

Craig and his wife Di enjoy living life to the full. At weekends you'll often find them indulging in their love of nature, wildlife and fishing.

His favourite quote:

"The consequences of failure are simply too great." -Adam Smith

How you can get hold of him:

craig.featherby@carrickfs.com

 LinkedIn

Mike Potts - Carrick Wealth

Mike Potts

Managing Director: Wealth Management and Advisory

Michael brings with him a wealth of experience in the financial services industry, including senior positions as a secured lending manager, sales manager and marketing manager.

Born in the UK, Michael holds qualifications from the Chartered Institute for Securities & Investment (CISI) as well as certification in regulatory examinations with the Financial Services Board.

Prior to joining Carrick Wealth, Michael was area manager for an international offshore brokerage in Johannesburg, where he was responsible, over a period of four years, for team recruitment and development. During his tenure, Michael created their Business Development Team and the Johannesburg branch to the 5th position in the group. Having been a financial advisor himself, achieving top 5 consultant globally in 2013, he is passionate about creating and developing high performance teams.

Michael is a member of the Carrick Investment Committee which meets once a month to ensure that all the underlying managers are still operating within their mandates and that their risk-adjusted returns are in line with Carrick's expectations.

Things he's interested in:

Michael has a young family which keeps him very busy. In his free time, he relaxes by taking his dogs for long walks. This, he believes, helps him to clear his mind and re-focus on what is important.

His favourite quote:

"If you can keep your head when all about you are losing theirs... you'll be a Man, my son." -Rudyard Kipling

How you can get hold of him:

mike.potts@carrick-wealth.com

LinkedIn

Greg Stockton

Managing Director: Wealth Management and Advisory

Hailing from Stoke-on-Trent in the UK, Greg is widely traveled and highly experienced in the financial services industry. He has held positions in Hong Kong, Shanghai, Tokyo, Singapore, Qatar, Dubai and of course South Africa, where he's found his true 'home'.

His vast experience in wealth and asset management combined with his business development and leadership skills serve him well in spearheading the Carrick 20/20 expansion strategy into Africa alongside Mike Potts, Director: Retail Sales. With a track record of developing some of the most successful advisers and managers globally, Greg is an inspirational leader. He has received numerous leadership awards, including being named one of the top senior managers in the industry.

Greg thoroughly enjoys financial services; however, his passion lies with the development of people and business. "Seeing people succeed because of the direct input I had into that person's life, is what inspires me as a leader every day", he says.

Things he's interested in:

Greg loves spending time with his family; his daughter, Gracie-Rose, is the apple of his eye. He enjoys any activities he can spend with his family, such as football, hiking and music.

His favourite quote:

"If your presence doesn't make an impact, your absence won't make a difference."

And

"Obsessed is a word that lazy use to describe the dedicated."

How you can get hold of him:

greg.stockton@carrick-wealth.com

LinkedIn

Mike Fannin - Carrick Wealth

Mike Fannin

Managing Director: Family Office

Mike Fannin is an expert in designing tax-efficient solutions for high-net-worth clients and is dedicated to the craft of creating sustainable retirement solutions. He holds a B.Comm degree from the University of Port Elizabeth, as well as various diplomas in Equities and Risk Management. Moreover, his expertise was honed over the course of twelve years in the crucible of London’s financial district.

There he co-founded and built Principia Group – a holistic Financial Services company that incorporated Financial Advice, Mortgage Procurement, Corporate Finance, Venture Capital, Tax, and Estate Planning divisions. The successful sale of the business to Montpelier Group in 2007 brought this chapter of Mike’s journey to a close. He returned to South Africa in 2010 to work for one of the industry’s largest financial consultancies.

Mike is a co-founder of Signature of Hope Trust. Through the activities of the trust, he is actively involved in the drive to raise funds that benefit its beneficiaries to make a real sustainable difference in the communities they serve.

Things he's interested in:

Mike has a competitive spirit which drives him to compete in challenging multi-sport endurance events. He's completed in Ironman 70.3 (2014, 2015, 2018) and Ironman South Africa (2014).

His favourite quote:

"I am the master of my fate, I am the captain of my soul" -William Ernest Henley

How you can get hold of him:

mike.fannin@carrick-wealth.com

LinkedIn

Kieron McRae - Carrick Wealth

Kieron McRae

Director: Development and Brand

Born and raised in South Africa, Kieron has over 20 years of management consulting experience in strategy, leadership development and corporate culture alignment. After many years of working with large teams in the Eastern Free State, Kieron returned to Gauteng to set up a consultancy that would go on to provide strategic guidance organisations in sub-Saharan Africa, the Middle East, Australia, the UK and Canada. For over 10 years Kieron played both an advisory and consulting role at every level, from executive boards and management teams to workers on the shop floor.

Kieron joined Carrick Wealth as a founding Director, sharing his wealth of knowledge and experience, traveling far and wide in Africa and beyond, coaching and developing the talent within the Carrick group.

As Director of Development & Brand, Kieron says he has the 'best job in the world'. He's passionate about people and leadership, and gets the most satisfaction from the results he sees at the end of every day, living by the motto that you are never too big to do the small things that need to be done.

As a trustee of Signature of Hope Trust, Kieron realizes how fortunate he is, and why it is imperative to give back. Kieron is closely involved in the sponsorship of Chris Bertish's solo SUP paddle across the Atlantic to raise funds for a variety of charitable projects.

Things he's interested in:

Kieron is a family man. He says he's taken a wealth of learning from his wife and two daughters, which he brings to his leadership role at work — patience, compassion and understanding.

His favourite quote:

"The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming." -Theodore Roosevelt

How you can get hold of him:

kieron.mcrae@carrick-wealth.com

LinkedIn

Samantha Taylor-Bowen - Carrick Wealth

Samantha Bowen

Director: Wealth Management and Advisory

Samantha was born and raised in Portsmouth, UK and attended school in the English country town of Petersfield. An entrepreneur at heart, Samantha ran her own business for five years before joining the financial services industry in a senior position with an international company.

Samantha emigrated to South Africa and joined an international financial services company where over a six-year period she grew their African footprint in Botswana and Zambia. Under Samantha's helm, the teams achieved their best performances in 2012 and 2013. Samantha believes in continuous learning and expanding her skills. She has achieved certification from the Milpark Business School for financial planning and the Chartered Institute of Securities & Investment.

Samantha's success in the industry didn't go unnoticed and she was headhunted to set up the Cape Town office when Carrick opened its doors. Under Samantha's leadership, her personal team dominated, achieving numerous awards for performance in 2015 and 2016. Samantha was personally nominated for the Annual Directors Award in 2015 and won the top Associate Award in 2016.

Things she's interested in:
Samantha likes wildlife and landscape photography, and also enjoys exploring the wine estates around Cape Town.

Her favourite quote:
"Carpe Diem." (Seize the day) -Horace

How you can get hold of her:

sam.bowen@carrick-wealth.com

LinkedIn

Anthony Palmer - Carrick Wealth

Anthony Palmer

Director: Corporate and Client Solutions

Anthony was born in Johannesburg and matriculated from Damelin college in 1991. He is a qualified chartered accountant, holding a B.Comm and B.Comm Accounting, is a Member of the SA Institute of Chartered Accountants, a USA Series 7 and 63 Representative and a UK Securities and Financial Derivatives and Commodities Representative.

Anthony spent eleven years working abroad in structured credit sales and derivative marketing at JP Morgan in London and Deutsche Bank in London and Wall street. His last position at Deutsche Bank was as managing director and global head of the alternative risk markets group.

On returning to South Africa, Anthony started his own business in the finance and venture capital industry. After identifying an opportunity in providing off-shore financial planning to South African residents Anthony joined Carrick as a senior adviser and to deliver product development, training and strategic input.

Anthony is both Chairman of the Carrick Investment Committee and Director of Investments and Products where his team provides a variety of solutions to companies in order to enhance their product offerings to their clients. The team work to develop solutions that enhance a company’s current product offerings, delivering bespoke solutions that compliment business offerings.

Things he's interested in:

Surfing with his boys; walking with his wife and dog; playing tennis and reading.

His favourite quote:

"Fly above the noise." -Anonymous

How you can get hold of him:

anthony.palmer@carrick-wealth.com

LinkedIn

Fred van Niekerk - Carrick Wealth

Fred van Niekerk

Director: Wealth Management and Advisory - Cape Town

Fred grew up on a farm in the Breede River Valley in the Western Cape. He went to school at Paarl Boys High and then Stellenbosch University.

Fred started his career as an independent financial advisor in the UK in 2001 and was consistently one of the company’s top performers over an 11-year period. He became the youngest ever area manager responsible for the Southern England region before returning to South Africa.

Since his return, Fred has established himself as an authority in international wealth management. As Director of Wealth Management and Advisory for the Cape Town office, Fred ensures strategy is implemented and the team stays motivated and focussed on the end goal of providing clients with solutions that are aligned to their financial objectives.

Testament to Fred’s skill as a motivating leader, his Monday morning meetings are legendary with standing room only.

Things he's interested in:

Fred lives in Somerset West, Cape Town, with his wife Nicki and two sons. He loves to spend time fishing with his boys, watching rugby and carpentry.

His favourite quote:

"The chains of habit are too light to feel, until they are too heavy to break." ~ Warren Buffett

How you can get hold of him:

fred.vanniekerk@carrick-wealth.com

LinkedIn

David Morgan Carrick

Paul Mitchell

Director: Wealth Management and Advisory - Durban

Born in Durban and educated at Jeppe High School for Boys, Johannesburg, Paul’s career began in the corporate arena in senior positions before he started his own business.

Paul returned to financial services when he joined one of the world’s largest independent advisory firms in Durban giving him the opportunity to hone his skills in an industry he’s passionate about. Having spent over 24 years in senior and director positions, Paul has been fortunate to work with people at all levels from Chief Executive Officers to Government Officials.

Committed to the financial wellbeing of his clients, Paul makes sure he provides every client with the best possible options for their individual needs. As Wealth Management and Advisory Director for the Durban and Eastern Cape regions and a solid background in business management Paul is well placed to meet both Carrick and its clients’ expectations.

Things he’s interested in:

Paul is a qualified PADI dive instructor and an avid league squash player.

Amongst other accomplishments, he’s completed an in-service chef apprenticeship, which has not only served him well in the restaurant industry but also with his wife and three teenage children.

His favourite quote:

"Don't limit your challenges, challenge your limits." -Jerry Dunn

How you can get hold of him:

paul.mitchell@carrick-wealth.com

LinkedIn

Paul de Waal

Director: Wealth Management and Advisory

Paul is a highly experienced and knowledgeable investment specialist. He joined Carrick Wealth in November 2015, having worked in various capacities for some of the major investment and product houses in South Africa.

Most of his schooling was spent at prestigious Grey College in Bloemfontein before his family moved to Cape Town.

He has spent 11 years thus far in the financial services industry, and holds a Higher Certificate in Wealth Management (NQF5 and RE5) and passed the Key Individual examination, which qualifies him to manage a financial services company. He is currently working towards CFP® certification.

His experience covers financial property investment, investment specialisation with Discovery, and life assurance and investments with Liberty, and ACS Financial Services. At both Liberty and Discovery, he was awarded various certificates as a Top 10 Consultant.

Paul specialises in investment solutions and financial planning including business assurance, estate and retirement planning, and risk.

Things he’s interested in:

By nature, Paul is a natural sportsman and holds Free State colours in cricket and soccer. Nowadays, he enjoys golf, mountain biking, reading and cooking. He has travelled extensively both for work and for pleasure, and enjoys cultural experiences, especially when it comes to food tasting.

His favourite quote:

“It’s not how you start, but how you finish.”

How you can get hold of him:

+27 (0) 83 457 3754

paul.dewaal@carrick-wealth.com

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Carrick lives by the creed that none of us is as great as all of us.