Cape Town, 29 September 2015: Carrick Wealth announced the appointment of new associate director, David Morgan.
Carrick Wealth, one of the fastest growing comprehensive independent financial planning companies in Southern Africa, with branches in Cape Town, Johannesburg, Zimbabwe and Mauritius, specialises in retirement planning, fiduciary and estate planning, off-shore and local investments and QROPS.
“Bringing David Morgan into the Carrick fold is a win for our clients and the team,” says Mike Potts, Sales Director at Carrick, “as he brings with him a wealth of experience and in-depth knowledge of investments, as well as strong leadership and vision.”
David Morgan – previously MD and VP for International Pensions of Holborn Management Services, as well as CEO of CEMCORP Commodities – will be opening the Mauritius operation in the New Year as Managing Director of Carrick Investment Services.
David’s extensive experience in independent financial services gained in the UK will stand him in good stead, offering Carrick’s world class products and services to a global base, thanks to the three global licences that they hold in Mauritius.
“I am excited about what lies ahead with the Carrick family,” says David, “and look forward to bringing my best to this new endeavour.”
Until Mauritius is launched, David will be focusing on the Garden Route where he has an extensive base of clients who already know and trust his financial expertise, thus ensuring that the future of Carrick’s client’s wealth is in good hands.
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