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.
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.
We are in the business of building the road to your future wealth.
During the past decade, Carrick has grown from being a handful of colleagues in Cape Town to becoming a multi-divisional international player. The excellence of our work has been recognised through multiple awards. Along the way we have also been privileged to be able to contribute to worthy social causes, making a positive difference not only to the lives of our expanding customer base, but to the community at large.
Giving Back Through Corporate Social Responsibility
Carrick is committed to making a difference in the lives of disadvantaged communities through long-lasting partnerships, community-based delivery and engaging our best asset – Carrick Wealth employees.
We take ownership of our charitable initiatives, offering not only financial support, but hands-on human support and love. We work on projects close to our hearts and are grateful for the opportunity of being in a position to help those who need it most.
CORPORATE SOCIAL RESPONSIBILITY
Signature of Hope Trust
The Signature of Hope Trust is an approved non-profit organisation that coordinates our philanthropic endeavours at Carrick.
The way in which the structure is set up enables outside companies an opportunity to partner with us and make a real and sustainable difference within local communities. The Signature of Hope Trust is committed to the vision of empowering people, building communities, and changing lives.
We believe in giving back and connecting in ways that provide support, knowledge, and structure. We have a long history of supporting our community and we continue to build on this legacy.
From water polo to stand up paddle boarding, to supporting ongoing projects and causes that bring about substantive change, we partner with talent in numerous disciplines and continue to build on this legacy providing education, healthcare, welfare, and sports.
The SUP Crossing
Carrick Wealth was the proud sponsor of Chris Bertish, and his solo 93-day stand up paddle (SUP) board transatlantic crossing. From Morocco to the Caribbean, this SUP Crossing made history, set a new world record, and proved that there are no limits, borders, and boundaries when it comes to believing in yourself.
All for charity, the core goal of this ocean crossing was to create a positive impact and to leave a legacy by changing the lives of millions of children across Africa. All funds raised during the expedition went on to benefit three charities that perform vital work for the welfare of vulnerable children: Operation Smile South Africa (providing free life-changing surgeries for children with facial deformities), The Lunchbox Fund (which provides a daily meal for orphaned and vulnerable school children in townships) and The Signature of Hope Trust (which is committed to the vision of empowering people, through opportunities and the means to secure their futures).
Carrick Ambassadors Cup Polo Tournament
Carrick Wealth is the title sponsor of the Carrick Ambassadors Cup Polo Tournament, an annual A-list event hosted by the Bushman Rock Polo Club in Harare, Zimbabwe.
More than just a hard-fought battle on the field, our support of the event is also part of our on-going corporate social initiative. Every year, a portion of the funds raised by the Carrick Ambassadors Cup Tournament is donated to the St Joseph’s House for Boys in Harare, an orphanage that has been home to orphaned and abandoned boys since 1929.
Schools Water Polo South Africa
We believe in the pursuit of excellence and creating a legacy. Sport, by definition, is a quest for excellence. Following this pursuit, it’s only fitting that we team up and sponsor Schools’ Water Polo South Africa (SWPSA), supporting young athletes in a sport that mirrors Carrick’s values of hard work, commitment, discipline, and determination.
We are working with SWPSA to build and manage a self-sustaining water polo fund. This fund will provide financial support to sustain future water polo teams and for the development of disadvantaged children who strive to be a part of this community.
Stay Up to Date with News from Carrick
We believe in adding value, not spam.