At Carrick Wealth, our offering extends beyond investment. We strive to provide additional essential solutions to diversify and grow your portfolio.

CARRICK INTERNATIONAL PROPERTY

Diversify your portfolio and explore investing in international property with access to secure, high-growth and developed property jurisdictions.

CARRICK FX

Gain access to foreign exchange solutions that provide fast, secure, and cost-effective access to foreign currencies.

CARRICK CONSULT

Optimise and grow your investments with Private Wealth Managers dedicated to helping you get the most out of your wealth.

CARRICK GLOBAL WEALTH LIMITED

Comprehensive wealth management and financial advisory services, for British citizens and others currently working or residing in the UK.

CARRICK ATHENA

Join a community of like-minded women and take charge of your financial future by building goal-based investment plan. 

Now is the time: Lunch and Learn Investment Seminars

 

You are invited to exclusive Lunch & Learn ‪‎Investment Seminars with Carrick Wealth in partnership with Overseas Trust & Pension and WH Ireland.

 

 

Why Now is the Time…

 

 
Political Problems • Local Economic Problems • Global Emerging Market Slow Down • Pending Water Shortage • Upcoming S.A Elections • Hardening TAX Environment

 

Hear valuable insights from key speakers Rex Cowley, Co-Founder of Overseas Trust and Pensions, and David Bushe, Director of WH Ireland (IOM) Limited, including:

 

  • SA Tax Environment 2016 and Implications for Wealth
  • Global Tax Transparency & Reporting to SARS
  • Why Discretionary Fund Management over Mutual Funds

 

The seminars will take place in:

 

  • Cape Town | 8th February 2016
  • Knysna | 9th February 2016
  • Durban | 10th February 2016
  • Johannesburg | 12th February 2016

 

 

Please RSVP by 29 January to natalie.philander@carrickfs.com. See images below for more information.

 

 

About the Speakers

 

Rex Cowley | MCIM, MCSI, MSc | Co-Founder of Overseas Trust and Pensions

Rex has over 21 years’ experience in the wealth management industry and is recognised as a thought leader in the sector, having helped shape the international pension and retirement industries through the creation of award-winning, market leading and tax efficient products. Rex is a published author and regularly quoted in the press and is seen as an expert on a range of specialist financial topics. He has chaired industry master classes, contributes to government consultation papers, is published in various journal articles and has presented at investment and retirement seminars around the world.

 

David Bushe | Chartered FCSI | Director of WH Ireland (IOM) Limited

David has over 21 years’ experience in the asset management industry and is a well-known face in the international asset management industry. He has worked in many of the worlds’ leading international financial centres including Jersey, South Africa, the Caribbean and the Isle of Man. He is responsible for the management of institutional and private client assets and is a key member of WH Ireland’s Group Asset Allocation Committee. David is a graduate of the University of Central Lancashire and also a Chartered Fellow of the Chartered Institute for Securities and Investment.

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