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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…

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Advice & Comments
Building Greatness

At the Carrick Virtual Conference held on 14th January 2021, CEO Craig Featherby and his team outlined the strategy behind Carrick 2.0: The Next Chapter. When Carrick Wealth launched in 2014, it set about changing the face…

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Advice & Comments
Week in Review: Energy Prices Soar

Rising energy prices are fast becoming a global problem with soaring demand driven by the robust economic recovery following the pandemic. This week global oil prices jumped to a three-year…

Advice & Comments
Week in Review: Crisis Temporary Averted

Equity markets rebounded this week following a tough September month. A temporary deal to raise the debt ceiling until December boosted investor optimism, but volatility remained elevated amid a surge…

Advice & Comments
Carrick Wealth Wins Award For Excellence in Advisory Best Practice For Africa

South African wealth management and investment firm Carrick Wealth has been announced as the winner of the Excellence in Advisory Best Practice for Africa at the prestigious International Investment Awards…

Advice & Comments
Week in Review: Interest Rate and Inflation Fears Caution Market

The U.S. managed to avoid a partial government shutdown this week, after the Senate and the House of Representatives passed a short-term spending bill. This bill will fund the government’s…

Advice & Comments
Situs Tax: What Is It? And Why Does It Matter?

Word on the street is that South Africans have around R3 trillion invested in offshore equities currently, with foreign flows continuing at a marked rate as wealthy South Africans look…

Advice & Comments
Is A Remote-Working Wealth Manager Better For You?

The global wealth management industry, like many knowledge-economy sectors, was quick to shift to a remote-working model with the outbreak of Covid-19 in 2020.   Technology helped to ease the pain of the rapid…

Advice & Comments
Are you ready to Invest in Property Offshore?

South African investors are becoming more amenable to investing in property overseas as they recognise the need to move money offshore. While it’s certainly a key investment strategy as part of a diversified…

Advice & Comments
Week in Review: Markets Rebound in Volatile Week

In a volatile week major U.S. indices overcame an early sell-off on Monday to end the week modestly higher. The Dow ended the week 0.6% higher, the S&P 500 ended…

Advice & Comments
Personalising Your Financial Portfolio

It makes sense to consider personal preferences when building a financial portfolio, but certain biases may affect your wealth creation outcomes negatively. Anthony Palmer, Group Commercial Director at Carrick Wealth, explains what to look…

Advice & Comments
Property Management During Changing Times

London, New York, Hong Kong, Dubai. Africa’s super-wealthy have long chosen to make high-end property investments in major global cities which are prized for their quality infrastructure, stability and long-term investment credentials.   Property is a firm favourite with African…

Advice & Comments
8 Reasons to Invest in Property Now

Purchasing and renting out residential property is one of the biggest global wealth generators. Here are some sound reasons to consider property as part of your investment strategy.   1. Property has a high tangible…

Advice & Comments
Week in Review: U.S. Inflation Front-of-mind

U.S. inflation was front-of-mind amongst investors this week, with the hope that the August data release would provide some insight into the Federal Reserve’s policy meeting next week. Key to…