Carrick is pleased to welcome Paul Jeffreys as our new Regional Manager: Carrick Investment Services, effective from 01 November.
Armed with over 30 years of experience of advising international clients, Paul began his financial services career at a young age, working for a business in which his family owned a stake. After his father retired and sold his shares, Paul took up a role at Lloyds TSB Private Bank in Malaysia as Vice President. He later helped the business relocate to Singapore, where he too established a new home.
Shortly thereafter, he joined Coutts Bank Schweiz as a senior private banker. In 2004, Paul obtained a license via the Monetary Authority of Singapore to establish Jigsaw Wealth Management, which ultimately became one of the largest expat-focused accredited investor-based businesses in Singapore. He simultaneously established international wealth management services provider, Pearl River Capital in Hong Kong and Tokyo.
After over 20 years spent working in the Far East, Paul relocated to his hometown of Guernsey where he branched back into banking for two years. Looking to create opportunities to re-enter the wealth management space, he moved his family over to Mauritius in April 2022.
Soon afterwards Carrick Investment Services offered him a challenge he couldn’t resist. “The opportunity to focus on helping African clients protect their wealth by investing in global markets, is too big to miss,” he says. “I am excited to help clients put plans in place to meet their long-term objectives while adding as much value as I can to them along the way.”
Carrick expanded and opened its Mauritius office in 2015 and was awarded three global licenses to operate, which provided the Group with a strong global footprint. Since then, our Mauritius office has achieved substantial success for the Group. With Paul’s recent appointment, the office is likely to continue to form a critical part of both Carrick’s global and African footprint.