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.

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.

CULTURE

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

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.

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
  • Carrick Wealth is granted FSP licence to operate and Head Office opens doors with 31 team members in Cape Town.

  • Carrick appoints Signature of Hope Trust as Corporate Social Responsibility Partner.