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.
Gain access to foreign exchange solutions that provide fast, secure, and cost-effective access to foreign currencies.
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.
Join a community of like-minded women and take charge of your financial future by building goal-based investment plan.
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Integrated Investment Portal Raises the Bar
The new-look Carrick Concierge platform has taken wealth management to a whole new level. It enables your personal financial advisor to be with you every step of the way – and gives you sight of your investment portfolio and financial planning needs at a glance.
As an independent financial advisory firm, Carrick deals with many product providers, fund managers and investment houses. This means responsibility for a large variety of statements and different types of reporting mechanisms. The company’s tradition of providing holistic, integrated and client-centric wealth management, driven by technology and innovation, means the development team never sits still. When Carrick Concierge launched in 2017 the aim was to give clients’ access to live valuations and up-to-date data and pricing of their portfolios. This month sees the updated Concierge platform with added benefits, go live.
Carrick Concierge members have secure access anytime, anywhere, to their personal profile and investment portfolio with real-time market valuations. You are able to edit your profile as well as request service from your dedicated advisor, and have access to the highest levels of service for your financial planning requirements due to Carrick’s partnerships with industry leaders in the fields of foreign exchange, tax, international property, offshore bank accounts, trusts, wills and estate planning. While the new features and benefits are tech enabled, the Carrick service philosophy is what drives the thinking so it had to be a dual approach. “We really wanted to build a great tech platform to allow for seamless integration and to complement the financial advisor role,” explains Makan.
Here’s what to expect from your new Concierge:
While there may be complex data processing behind the scenes, for the clients the benefit is real-time integrated wealth management. “This is just another step in an ongoing process,” says Makan. “We have a dedicated team of developers that is focused on continued enhancements to ensure our clients literally do have a personal advisor at their fingertips.”
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