The essentials of estate planning

Estate Planning Essentials - Carrick Wealth

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…

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Are you losing half your pension growth to high fees?

Carrick Wealth - Are high fees hampering your investment growth?

Many investors remain uncertain as to whether their investments are aligned with their retirement needs, and how much they are losing to high fees. Would you be able to give a conclusive answer if you had to explain the finer details of your offshore investment portfolio? • What are the fees charged on your portfolio,…

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Your UK pension fund may be at risk from the deficit crisis

UK Pension Fund Deficit Crisis

As an expatriate with a UK pension you may be somewhat alarmed by the significant storm that has erupted in the British financial media around the ongoing pension funds deficit crisis and the potential consequences for members of defined benefit (DB) pension schemes, also known as final salary schemes. And rightly so you should be,…

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If you’re young and earning big money, know the difference between “rich” and “wealthy”

Mike Fannin - Carrick Wealth

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…

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Client servicing and client experience – the key differentiators for success in business

Samantha Bowen - Carrick Wealth

As business paradigms constantly shift and change while the technological revolution continues at a breath-taking pace in a rapidly changing world, extensive research shows that client servicing and the client experience have become the key dynamic for any successful business. Companies and service providers who do not subscribe to this tenet, are fast realising the…

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Carrick Wealth appoints Marc Fancy as Sales Director Mauritius office

Marc Fancy - Carrick Wealth

CAPE TOWN Friday, 09 March— Carrick Wealth today announced the appointment of Marc Fancy to the post of Sales Director: Mauritius. Fancy has held numerous senior positions in the high net-worth (HNW) private client and corporate space across three continents over the last 20 years. Carrick Chief Executive Officer Craig Featherby said that Fancy brought…

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Carrick Wealth Management continues its African expansion programme

Malawi Flag - Carrick Wealth

BLANTYRE, 5 March 2018, Carrick Wealth has opened for business in Malawi. This brings to five the number of countries in which it operates, including Botswana, South Africa, Zimbabwe, and Mauritius. Carrick Chief Executive Officer Craig Featherby said Carrick’s Africa 2020 road map also included additional offices in Kenya, Ghana, Tanzania, Mozambique, and the Ivory…

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Discretionary fund managers and your financial strategy

Like almost every industry, financial services is undergoing enormous change. Despite the turbulence, Carrick Wealth continues to place its clients’ needs at the core of its business philosophy and implementing the best practice that ensures the highest levels of financial advice are maintained. A crucial element in negotiating the changes has entailed advising and offering…

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Continued global and domestic uncertainty calls for safeguarding of investments

Ongoing volatility in the South African domestic political theatre, shifting dynamics in other countries of the region and sudden volatility that rattled stocks and investors globally since last Friday, have one consequence in common: continued uncertainty. Uncertainty brings heightened risk that should inspire investors and high net worth individuals everywhere to take appropriate action: reassess,…

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