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

Entrepreneur & Personal Wealth Management - Carrick Wealth

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 Wealth announces new Family Office providing niche service to the ultra-wealthy

Mike Fannin, Managing Director: Family Office

Cape Town, Tuesday, 12 July 2018 – Carrick Wealth is proud to announce another benchmark-setting addition to its portfolio of bespoke financial advisory and management services. The establishment of a Family Office will cater to the unique needs of ultra-high net worth individuals that wish to take advantage of more effective offshore structured offerings available…

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Carrick Wealth capitalises on complementary strengths

Mike Potts & Greg Stockton - Carrick Wealth

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.…

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6 key questions to ask your financial adviser

6 Questions to ask your financial adviser - Carrick Wealth

Does your financial adviser tick all the right boxes? 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. But if you delve a bit deeper, you are likely to find this is not entirely the…

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Being in the business of service to our clients

Carrick Wealth on Business in Client Service

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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Carrick Wealth to sponsor the Ambassadors Cup Polo Tournament

Carrick Ambassadors Cup 2018

HARARE Friday, 01 June 2018 – Carrick Wealth announced that it would sponsor the prestigious Ambassadors Cup Polo Tournament, an annual event hosted by the Bushman Rock Polo Club. The event will take place on 7 July 2018 at Bushman Rock Safaris in Ruwa, 40 km from Harare. Andrew Moore, Carrick Wealth Zimbabwe Manager: Wealth Management…

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International property… an excellent addition to diversifying your investment

International Property - Carrick Wealth

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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Carrick Wealth Botswana appoints Ben Nevin to head business

Ben Nevin - Carrick Wealth

CAPE TOWN 21 May 2018 – Carrick Wealth today announced the appointment of Ben Nevin as Manager: Wealth Management and Advisory – Botswana. Ben Nevin showed his leadership strengths while working as a Wealth Specialist for Carrick Wealth in the Western Cape, where he was also a member of the company’s internationally recognised award-winning Client Servicing…

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