Bespoke Wealth Solutions
For True Financial Peace of Mind
When partnering with Carrick to manage and grow your portfolio, you have access to bespoke, best in-class onshore and offshore wealth management solutions that have been driven by data and your unique investment needs.
Overview of Our Wealth Solutions
Click on the solution you are most interested in to find out more, or scroll down to explore them.
South African Wealth Solutions
Establish the pillars of your financial wellbeing in South Africa to maximise growth, preservation and protection.
We have partnered with leading onshore providers to bring you a comprehensive range of local solutions; from managing your personal or business risk to investment and retirement planning.
Offshore Wealth Solutions
Expand your financial portfolio to benefit from offshore investments and enjoy returns on foreign currencies. At Carrick we have deep collective experience, an international footprint and global partnerships which enable clients like yourself to reap the rewards of offshore diversification.
Solutions include state-of-the-art internationally regulated platforms, offshore endowments, trusts as investment vehicles, offshore companies as well as pensions in hard currencies and secure jurisdictions.
Secure your financial freedom by investing in international property within secure and developed property markets. The wealth benefits are numerous, with currency exposure and protection from local economic and political stability at the fore.
Our offshore property division not only brings these high-growth property investment opportunities to your door, but also manages the process seamlessly; from research, through to purchasing and after-exchange support.
Foreign Tax And Currency
Carrick clients have access to foreign tax clearance and currency transfer services, maximising their savings on exchange rates without having to deal with the headache of regulation compliance.
We assist by liaising with SARS on your behalf, securing the tax clearance certificates required to move your funds offshore and we offer preferential exchange rates to help you save.
Investing For Impact
Carrick Impact is a philanthropic investment solution, which allows you to have a positive impact while you make a return.
Our results-driven mechanism connects you directly with the impact you are making on people, the youth and the planet in Africa specifically. We strive to ensure that in one, five, or ten years from now, you can be confident that the investments we’ve made have contributed not just to feelings of generosity, but quantifiable progress and impact.
Fiduciary and Financial Consulting
Our team of highly experienced consultants offer personalised fiduciary and financial services to help optimise your financial portfolio and protect your assets.
With a strong relationship orientation, grounded in integrity and transparency, our consultants walk the journey with you to ensure your financial success.
Speak to a Carrick Private Wealth Manager
Our team of Private Wealth Managers are here to guide you through your investment journey with expert advice and unrivalled experience.