INTERNATIONAL ADVISER BEST PRACTICE ADVISER AWARDS

Carrick Wealth: Best Adviser Firm in South Africa

Carrick Wealth has just been announced as the winner of the prestigious International Adviser Best Practice Adviser Awards 2020 as the Best Adviser Firm in the country.

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Carrick Wealth: The Best Adviser Firm in South Africa

South African wealth management and investment firm Carrick Wealth has just been announced as the winner in the prestigious International Adviser Best Practice Adviser Awards 2020 as the Best Adviser…

Advice & Comments
Forcing a Sale of Shares in a Company

Once a person owns shares in a company it is very difficult under law to force them to sell their shares to either the other shareholders or the company. The…

Advice & Comments
Week in Review: One-Year Anniversary of the Market Bottom

With the one-year anniversary of the market bottom this past week, global stock-market performances over the past 12-months has been exceptionally strong. The market rebound has been powered by expectations…

Advice & Comments
Week in Review: Fed holds rates near zero

The Federal Reserve ramped up its economic expectations for 2021, according to the central bank’s Summary of Economic Projections released Wednesday. The central bank now expects real gross domestic product…

Advice & Comments

The holiday-shortened week capped off a strong first quarter for global equities. The S&P 500 Index hit the 4,000 milestone for the first time on Thursday with U.S. President Biden’s…

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#Budget2021: Budget Highlights

Finance Minister Tito Mboweni tabled the national budget in Parliament on Wednesday, 24 February, outlining South Africa’s spending, tax and borrowing plans for the next three years. There was good…

The Carrick Wealth Investment Philosophy

NO SHORTCUTS TO SUCCESS

The greatest of leaders will attest to the fact that there are no shortcuts to success. Wealth management is never a single step, but a life-long voyage, driven by sound financial principles.

GUIDED BY EXPERTS

Guided by insight, rationalised by market research, and supported by rigorous due diligence, our team of Wealth Specialists help navigate long-term wealth.

UNPARALLELED CODE OF CONDUCT

Trust is the foundation of our client relationships. We cultivate solid, long-term client relationships founded on the sound principles of transparency, honesty, and professionalism.

The proof is in the numbers

Slide the bar along the graph to see Carrick Wealth’s successful track record