Carrick Wealth is delighted to announce that we have won Best Practice Adviser Awards (2016) in the following two categories: Excellence in Business Transformation and Excellence in Investment Planning.
The Best Practice Adviser Awards are held under the auspices of Old Mutual International in partnership with International Adviser, and are judged in six regions – Europe, Hong Kong, Dubai, Singapore, South Africa and the United Kingdom.
As is said: The difference between who you are and who you want to be is what you do. (Bill Phillips)
Our win in these categories highlights the fact that who we set out to be as a company, and what we have achieved, is because of what we have done – and will continue doing.
Below is an abridged summary of our winning entry in each of the categories:
Winning the category EXCELLENCE IN BUSINESS TRANSFORMATION is recognition of our young company’s leadership of the new model in financial services as well as our determination to positively impact the lives of all who invest with us, and who work with us, to achieve our business transformation goals.
Factors taken into consideration for assessment in this category were Carrick’s integrated approach, our business development strategy, the workings of the Carrick Investment Committee, our adherence to risk management and compliance, our attention to client service and administration, and our plans for expansion.
Carrick is poised to go from strength to strength, and this particular win adds a much-deserved arrow to our quiver.
Our win in the category EXCELLENCE IN INVESTMENT PLANNING is testimony to our belief in being a truly independent, privately owned brokerage, with an Investment Committee that regularly and rigorously assesses the risk-adjusted returns of our investment partners, and which conducts due diligence on the markets and business models of our issuing counterparties.
Carrick’s core investment strategy, being that of diversification, insulates our clients’ portfolios from market fluctuation, geographic variables and currency dips. Our blended approach in using a mix of extremely reputable providers provides our clients with the highest certainty of ensuring profits and/or protecting against losses.
The fact that we have won in this category is endorsement of the judges’ vote of confidence in our strategy and actions in investment planning.
Craig Featherby wishes to thank his directors and all who work for the Carrick Group of Companies for contributing to our combined record of success and making us award winners. Thank you, too, to the judging panel for your vote of confidence in Carrick.