Tell us about how you contribute to the success of Carrick Wealth as an organisation.  

As a private wealth manager, my role is to help individual investors seek the benefits as well as navigate the complexities of financial markets.  I am a part of a very charismatic team with the sole aim of success and growth for our clients.

 

What is the best part about your job?

The thing I like the most about my job is the ability to connect with different individuals from within a diverse industry as well as providing solutions that will ultimately improve their lives.

 

Tell us about your personal and professional growth while working at Carrick.

Being new at Carrick, I’m looking forward to learning and growing.

 

What is a typical day at work like for you? 

I start my day a bit early. I start with 20 minutes of meditation and a cup of coffee; after that I like to catch up with the current financial news. This is followed by a team meeting and the rest of the day is spent engaging with my current clients and also prospecting for new ones.

Tell us about how you contribute to the success of Carrick Wealth as an organization.

I have had a diverse and well-rounded career in the financial services industry, having worked in Business Development, Team Leadership, and Administration. This broad experience has equipped me with a unique skill set that I now bring to my role as a Private Wealth Manager at Carrick Wealth.

The impact I have on the success of Carrick Wealth is significant. By helping our clients achieve their financial goals, I am not only enhancing their economic well-being but also contributing to the success of the organization. The high level of satisfaction our clients experience is a direct reflection of the quality of service and expertise we offer at Carrick Wealth. 

 

What is the best part about your job? 

The best part of my job as a Private Wealth Manager is being able to make a positive impact on the financial wellbeing of my clients. I find it extremely fulfilling to be able to help people achieve their financial goals, whether that’s saving for retirement, protecting their assets, or simply planning for the future. 

Additionally, I enjoy the relationships that I have developed with my clients. I value the trust that they have placed in me and am always striving to exceed their expectations. It’s very rewarding to know that I am playing an important role in their financial lives and helping to secure their financial future. 

Finally, I appreciate the opportunity to continuously learn and grow in my role. The financial services industry is constantly evolving, and I am constantly striving to stay informed of the latest trends and best practices. This helps me to provide my clients with the most up-to-date and effective advice and solutions.

 

Tell us about your personal and professional growth while working at Carrick. 

Working at Carrick Wealth has been an enriching experience, both personally and professionally. Since joining the firm, I have had the opportunity to grow and develop in ways that I never could have imagined. 

Professionally, I have had the chance to work with a talented and experienced team of professionals who are dedicated to providing the best possible service to our clients. I have learned a great deal from my colleagues and have had the opportunity to take on new challenges and responsibilities, which has helped me to develop my skills and expertise further.

On a personal level, working at Carrick has given me the opportunity to make meaningful connections with my clients. I have had the chance to work with a diverse group of individuals, each with their own unique financial needs and goals. This has given me a deeper understanding of the impact that good financial planning can have on people’s lives and has fueled my passion for this work. 

 

What is a typical day at work like for you?

• Meeting with clients to discuss their financial goals and provide advice on investments, insurance, retirement planning, and other financial products and services. 
• Researching and analyzing financial markets, trends, and data to stay up to date with the latest developments and inform their advice to clients. 
• Preparing and delivering presentations to clients, such as retirement projections or investment portfolios. 
• Administering and monitoring client investments, regularly reviewing and adjusting portfolios as needed. 
• Networking and business development activities to expand their client base and find new opportunities for growth. 
• Keeping up with regulatory and compliance requirements and ensuring that all their practices adhere to industry standards and ethical guidelines.

Tell us about how you contribute to the success of Carrick Wealth as an organization.

My new team and I have identified the opportunity to serve clients across Africa. These clients have been left without investment advice for years as most of the big investment houses and banks pulled out of Africa. The opportunity involves working closely with accounting firms and other Carrick partners across Africa to build a long term sustainable new business pipeline and to assist clients in their financial needs.

 

What is the best part about your job? 

I’m in a position to get to know my clients on a very personal level, understand their life goals and aspirations and then build a financial plan to support their goals.

 

Tell us about your personal and professional growth while working at Carrick. 

I believe that being involved with new groundbreaking projects and being allowed to use all my creativity, skills and years of experience to build new financial solutions has contributed the most to my personal and professional growth. I have met the most incredible people along the way that had an impact on this growth. 

 

What is a typical day at work like for you? 

My day will start by getting up to speed with world events and market news, followed by planning for the week and day ahead. Then it is working through my to do lists making sure I don’t miss any details whilst focusing on my client meetings.

Paul has brought to Carrick Investment Services over thirty years of experience in the financial services industry. He 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.   

Focusing on helping African clients protect their wealth by investing in global markets, was too big an opportunity for Paul to miss. His knowledge and experience in the financial services industry will be of great value in helping clients put plans in place to meet their long-term objectives. 

 

Things he’s interested in: 

Paul is a devote father to Alex, Mia and Oscar. He is besotted with his wife and spends every living moment that he is not at work or in the gym with his family. 

Twape holds an MA Degree in Economics and Trade from Zhejiang Normal University, as well as a B.Com in Economics and Business Management from Nelson Mandela University.

He has over 9-years of experience working in the Malawian Financial Sector and has managed multi-million-dollar asset portfolios. Twape has experiencing providing specialist advice on lump sum investments, offshore property investment, offshore trusts, and tax efficient structuring.

While leading the Carrick Malawi team, Twape strives to provide our clients with the highest levels of service and the professional advice that will help enable them to achieve their wealth creation goals, for themselves and future generations.

 

Things he’s interested in: 

Twape enjoys listening to podcasts about football and music and watching Liverpool games on the weekend. Reading autobiographies and keeping up with politics and current affairs.

Carmen was born and raised in Zambia, a country known for its majestic Victoria Falls. Upon finishing school, Carmen moved to Cape Town where she completed her degree in Accounting and Finance and later a Master’s Degree in Development Finance through the University of Cape Town.

With 16 years of experience in the financial services industry, 10 of which at senior levels in international world-renowned banks including Citibank, Standard Chartered Bank and Barclays Bank in Zambia, Carmen brings to the table invaluable skills and experience in sales, trading and settlements, underscored by strong leadership qualities.

Carmen now leads Carrick’s Zambian office where she is focused on helping families in Zambia position themselves and their children for greater financial wellbeing through bespoke offshore wealth solutions.

Things she’s interested in:

Carmen loves the quiet of an early morning ride in the outdoors to clear her mind and to appreciate that the good things in life are actually free.

Samantha was born and raised in Portsmouth, UK and attended school in the English country town of Petersfield. An entrepreneur at heart, Samantha ran her own business for five years before joining the financial services industry in a senior position with an international company.

Samantha emigrated to South Africa and joined an international financial services company where over a six-year period she grew their African footprint in Botswana and Zambia. Under Samantha’s helm, the teams achieved their best performances in 2012 and 2013. Samantha believes in continuous learning and expanding her skills. She has achieved certification from the Milpark Business School for financial planning and the Chartered Institute of Securities & Investment.

Samantha’s success in the industry didn’t go unnoticed and she was headhunted to set up the Cape Town office when Carrick opened its doors. Under Samantha’s leadership, her personal team dominated, achieving numerous awards for performance in 2015 and 2016. Samantha was personally nominated for the Annual Directors Award in 2015 and won the top Associate Award in 2016.

 

Things she’s interested in:

Samantha likes wildlife and landscape photography, and also enjoys exploring the wine estates around Cape Town.

Tell us about how you contribute to the success of Carrick Wealth as an organisation. 

Through my knowledge and experience I look forward to growing the Carrick Wealth team in Durban and to assist all the Wealth Specialists in successfully developing and growing their practices in order to become a ‘trusted  advisor’ and, as such, are indispensable to their clients. 

 

What is the best part about your job?  

The best part is knowing, as a team leader, that I have been able to positively impact on the growth and development of my colleagues and their business. As an advisor, it is ensuring that I have provided my clients with the highest standard of professional advice and service, thus becoming their ‘trusted advisor’ and being indispensable to them.    

 

What is a typical day at work like for you? 

My typical day at work consists of a combination of assisting the Wealth Specialists with the ongoing growth, management and development of their practices as well as ensuring that I am growing, developing, and maintaining my own client base. 

Tell us about how you contribute to the success of Carrick Wealth as an organization.

I contribute to the success of Carrick by adding value for my clients on an ongoing basis and ensuring that their needs and expectations are fully. Furthermore, I also always make sure that I protect the Carrick brand and uphold the organisation’s values of integrity, transparency and professionalism.

 

What is the best part about your job?  

The best part of my work is meeting and conversing with prospective clients from different spheres and different parts of the world. I truly enjoy getting to know their dreams and aspirations and then matching that with the Carrick service offering to turn them into reality. I find true comfort in assisting all my clients.

 

Tell us about your personal and professional growth while working at Carrick. 

I have learnt so much working for Carrick. In my time here, I have sharpened my ability to absorb information, traditions, and cultural norms from around the world; to maintain a global mind-set; and to endlessly think outside the box.

 

What is a typical day at work like for you? 

Typically, a workday involves touching base with all my clients, speaking and meeting with prospective clients, and reading up on international news in order to stay in the know with what is going on in the market.

Tell us about how you contribute to the success of Carrick Wealth as an organization.

I work as a Wealth Specialist and contribute to the success of the company by really pushing the Carrick brand in the best way possible. I do so by being a good brand ambassador on whatever public platform I may be featured on, be it on BBC or Bloomberg, at workshops, or at networking events. I carry myself in a way that will represent the company in the best light possible, because working for Carrick as a Financial Advisor is something that I am very proud of.

 

What is the best part about your job?  

The best part of my job is the fact that I get to sit in front of people such as fathers who are concerned about the wellbeing of their families, mothers who want the best education for their children, or just couples who are serious about their retirement. As such I have the opportunity to help them secure their financial future and gain peace of mind, which is something that I cherish.

 

Tell us about your personal and professional growth while working at Carrick.

Working at Carrick has helped me develop a lot of self-confidence which I have applied in various aspects of my life. And I have learnt to listen, to pay attention, and to actively demonstrate to others that I truly value their opinions and what they have to say, whether they are my clients or my colleagues.  I have also learnt to cut out any distractions that impede my ability to listen.

 

What is a typical day at work like for you?

My day begins early in the morning with me spending at least half of every day pounding the pavement developing a referral network or meeting with prospects in person. I also spend time establishing a strong digital presence and writing articles and posts for my LinkedIn page. As a Financial Advisor, I spend time servicing existing clients and reviewing client portfolios, answering client inquiries, and addressing outstanding issues before moving on to new business. This approach is also the best way to generate new business because clients who receive excellent service are happy clients who will make referrals. So prospecting, meeting clients, closing sales, marketing, customer service, and administration are the order of the day.