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.

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ABOUT US

Southern Africa’s leading wealth and investment advisory

Our proven success in managing clients’ portfolios and investments is built on a high-trust, high-performance culture, and supported by end-to-end processes focusing on exceptional service and solution-driven strategies.

 
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We are in the business of building the road
to your future wealth.

Partners in wealth

In all of the things that matter, there are no shortcuts to success. Wealth management is a life-long dedication to sound financial principles and sensible decision-making. Wealth is not an end in itself, but an enabler for people to live longer and fuller lives. Carrick’s advisory team employs financial diversification and active portfolio management to prepare our clients for a prosperous future. Guided by an understanding of your financial situation, we build the road to your future wealth through careful financial planning, strategic implementation and ongoing management.

We earn our clients’ trust through expertise and advice delivered to the highest ethical standards in accordance with a rigid code of conduct. As champions of your financial destiny, capital protection is the central pillar in our success. We respect the assets that our highly successful clients have spent their lives accumulating.

We believe in building strong relationships with our clients and partners. As a result, we are consistently ranked among the top advisory firms in South Africa, and we are able to provide an unmatched offshore investment offering through our global partners.

 
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CULTURE

We champion respect, integrity, professionalism, mentorship, character development and empowerment, and we seek out those who display the qualities we admire.

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EXPERTISE

Our collective knowledge, gained from decades of experience understanding markets, risk, rewards and behaviours, allows us to strategise a plan based on our clients’ specific goals.

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INTEGRITY

Integrity is at the heart of Carrick. As one of the leading financial advisory firms on the continent, we fulfil the fiduciary responsibility to always do what is in the best interest of our clients.

History

  • 2014
  • 2015
  • 2016
  • 2017
  • 2018
  • 2019
  • 2020
  • 2021

2014

  • Carrick Wealth is granted FSP license to operate and head office opens door with 31 team members in Cape Town.

    Carrick appoints Signature of Hope Trust as Corporate Social Responsibility Partner

2014 1

93 138 113,63 USD

Assets Under Management

  • The Carrick Group of Companies expands with offices launched in Zimbabwe and Mauritius.
  • Carrick Investment Services opens door in Mauritius and is awarded three global licenses to operate.
2015

140 610 395,73 USD

Assets Under Management

  • Carrick Wealth South Africa is awarded Excellence in Business Transformation and Investment Planning at the annual International Adviser Best Practice Adviser Awards.
  • Carrick Wealth and Signature of Hope Trust Sponsor Ocean Pioneer, Chris Bertish, as he completes the first solo transatlantic SUP crossing to raise donations for Operation Smile and for The Lunchbox Fund in order to provide free life-changing surgeries for children with cleft lip, cleft palate and other facial deformities throughout Southern and Central Africa

191 578 198,98 USD

Assets Under Management

  • Carrick Wealth South Africa is awarded Excellence in Client Services and Marketing and Client Engagement at the annual International Adviser Best Practice Adviser Awards.
  • Carrick Wealth proudly commits to a 3-year sponsorship of the annual Schools Water Polo South Africa Inter-Provincial Tournament

269 803 255,82 USD

Assets Under Management

  • Carrick Wealth is granted license and opens first independent wealth
    management firm in Blantyre,Malawi
  • Local Investment division is launched within Carrick Wealth
  • Carrick Wealth South Africa is awarded Excellence in Business Strategy at
    the annuaL International Adviser Best Practise Adviser Awards
  • Carrick Wealth Zimbabwe sponsors and host the prestigios Carrick
    Ambassadors Polo Cup tournament to raise fund for St joserph’s home for
    boys

339 135 902,54 USD

Offshore Assets Under Management

  • Carrick Wealth and CSR partner Signature of Hope trust host inaugural
    annual gala dinner and raise R1 000 000 to rebuild the children’s burn unit at
    Kimberley’s Robert Managaliso Sobukwe Hospital
  • Carrick wealth South Africa is awarded Excellence in Marketing and best
    Adviser Support Team at the annual International Adviser Best Practise
    Adviser Awards
2019

443 516 940 USD

Offshore Assests Under Management

  • Carrick Group of companies launch international real estate company
    Carrick Property
  • Carrick Wealth expands fiduciary and financial services offering and launch
    Consult division
  • A gloabal of 150 team members providing Carrick clients with integrated
    wealth management and a euphoric client experience
  • Carrick Wealth South Africa is announced as the Best Adviser Firm in South
    Africa and wins Excellence in Business Staregy at the International Adviser
    Best practise Awards
  • The Carrick Group launches new franchise division, Carrick Partners

500 000 000 USD

Offshore Assests under Management

  • Carrick group of companies launch new-look Cocierge platform providing clients with secure anytime access to their global investment portfolio with real-time market valuations.

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