The perfect way to mark its upcoming 10th anniversary, renowned wealth management and investment firm Carrick Wealth is celebrating wins in five categories in the prestigious International Adviser Best Practice Adviser Awards 2023.
Run by International Adviser, a global information and research platform serving the financial adviser community, in partnership with Morningstar Wealth Platform, the awards recognise and celebrate top advisers who instil best practice within every aspect of their businesses, from front-line advice to back-office support.
Calling Carrick “the stand-out advice business” in South Africa, the International Adviser Best Practice Adviser Awards named the firm as winners in the following categories:
- BEST ADVISER FIRM in South Africa
- Excellence in INVESTMENT PLANNING
- Excellence in BUSINESS STRATEGY
- Excellence in DIVERSITY
- Excellence in PROFESSIONAL DEVELOPMENT
“They have nailed it,” said the judges in naming Carrick the Best Adviser Firm in South Africa. “Always a solid, reliable business but [they] have now moved up to a different level [and] given their competitors something to think about.”
Having taken home awards for the seventh year running in what is regarded as the international financial advisory industry’s most significant, peer-judged honours, Carrick is clearly in a league of its own. Announcing winners on 17 January, International Adviser paid tribute to companies which place priority on best practice especially within the challenging times in which we live.
“I want to extend a heartfelt thank you to every member of our Carrick family. Your passion, expertise, and dedication are the driving forces behind these achievements. It’s your hard work that transforms our vision into reality, making Carrick a leader in the financial advisory sector.
As we celebrate these achievements, we remain focused on our mission – to deliver exceptional service and advice to our clients. These awards are a reminder of what we can achieve and fuel our drive to continue setting new benchmarks in the industry.”
– Craig Featherby, Founder and CEO of Carrick Group of Companies
Firmly placed at the forefront of South African and international wealth-management businesses, Carrick was acknowledged for its ambitious growth strategy built around the core pillars of professionalism and client service underpinned by an innate understanding of client needs. Carrick was also honoured for its commitment to helping all team members reach their potential and for implementing a sustainable plan to improve the gender and race balance at every level of the business.
As Carrick prepares to mark its tenth anniversary in October this month, the firm remains committed to delivering client-centric service rooted in a highly successful hospitality programme. A fully independent advisory firm with significant access to leading products across local, offshore, fiduciary, and alternative investment solutions, Carrick proudly remains at the forefront of investment and wealth management.