Strategic Investment Partners - Carrick Wealth, Property and Consulting

Harnessing the Power of Expertise and Innovative Solutions

At Carrick Wealth, we are proud to introduce our investment partners, who have been strategically chosen to empower your financial journey. Through strategic collaborations with leading investment managers and specialists, we bring you unparalleled opportunities to optimise your investments and achieve your long-term financial goals.

About LNKD Investment Managers

LNKD Investment Managers is an approved category II y investment manager based in Cape Town, South Africa.

They believe that staying focused on long-term goal achievement versus short-term performance offers the best opportunities for investors. They use a combination of quantitative and qualitative tools in their rigorous portfolio construction process seeking the optimal balance between risk and reward. They believe their collaborative investment approach of blending active and passive investment strategies allows them to optimally construct portfolios, adapting and reacting to ever-evolving market conditions.

Their strategic investing approach looks to determine what proportion of a portfolio should be allocated to Growth Assets, Defensive Assets and Uncorrelated Assets. The approach provides for the long-term, inflation adjusted spending needs of investors. The strategy is a disciplined, value-conscious, historically informed, risk-managed and a full-cycle approach to long-term investing.

About the Marlborough Group

Founded in 1985, Marlborough are a leading integrated investment management and fund solutions group.

They manage over £10bn of assets and provide exceptional investment solutions for individual, intermediary and institutional investors around the world. They are active investment management specialist and have been working with Carrick for over 9 years.

Carrick utilize Marlborough’s Irish domiciled UCITS funds which are multi asset and multi managed funds across the risk spectrum, utilizing both active and passive building blocks.

Why LNKD Investment Managers and Marlborough Group as your chosen active managers?

Assume responsibility for managing client’s assets and rapidly react to changing market conditions Follow an unconstrained, high conviction approach which generates additional returns in the long-term

Able to optimally construct cost and tax effective portfolios that consist of multiple asset classes across multiple geographies ranging from fixed income to property to equities

Ability to understand and access highly specialised funds. Unconstrained access to specialist investment professionals, institutional funds and fee classes not readily available to retail investors