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

I contribute 28 years’ experience in International Wealth Management and bring in new high-net-worth clients that will remain with Carrick for the long term. I serve as an ambassador for the brand wherever I go, either in professional environments or social interactions.

 

What is the best part about your job?

Building long-term relationships with my clients and their families and helping them build and implement robust plans for their financial future

 

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

I came into Carrick with an extensive background in International Wealth Management. In the time that I have been in South Africa, I have studied and worked to become proficient in local financial planning so that I can now build fully integrated financial plans for my clients, in which their local and offshore investments work together to meet their long-term goals.

 

What is a typical day at work like for you?

A typical day at the office involves meeting new clients, building financial solutions for them, and meeting my existing clients to review and make any necessary adjustments to their current plans

Nazreen has been with Carrick since its inception in July 2014. She has held positions as New Business Administrator, Compliance Administrator, Senior Compliance Administrator and currently as Compliance Manager. Born and bred in Cape Town and mother to two girls, Nazreen completed courses in Compliance Management and Commercial and Contract Law.

She was also selected as one of the winners of Carrick’s Reunion Island Incentive in 2016.

In her current role she is the internal Compliance Officer for Carrick Wealth in South Africa; the liaison for the external Compliance Office of Carrick Investment Services; and she deals with all risk-related policies and procedures. Nazreen is also a member of the Group Risk and Governance Committee.

 

Things she is interested in:

Her interests and passions cover health and fitness, travelling, walking along the beach, and watching murder mystery documentaries and stand-up comedy shows. However, family is everything to her, she says

Lyness brings over 30 years’ experience in the financial services industry to his role in Carrick as the New Business Manager for Onshore. He oversees this process from start to finish, ensuring its smooth running. He views as a major career achievement his having had to start with a completely blank canvas at Carrick and setting up and developing the processes that are now in place. Lyness strongly believes in the future of Onshore as a major business entity within the Carrick family.

 

Things he is interested in: 

Lyness says he loves all forms of sport, both watching and participating. He has been playing cricket for most of his life and has taken many wickets as a fast bowler. Paragliding is another favourite.

Bryan is responsible for the overall financial functioning of the Carrick group. He plays a key role in guiding the board with strategic investment decisions and ensuring the security of the company’s assets. Born and raised in Cape Town, he is an entrepreneur at heart and has always had a passion for numbers and financial markets. He has spent the last ten years in the financial services industry heading up finance teams and overseeing operations across the African region.

Bryan completed his Bachelor of Commerce degree majoring in Economics and Finance and has also completed numerous industry-related qualifications from UCT, CISI and the FSCA regulatory examinations. He sits on several of Carrick’s executive committees and currently heads up the Audit and Remuneration Committee.

 

Things he is interested in: 

Bryan is an extreme sports enthusiast, a triathlete, mountain biker, and water sports fanatic. He enjoys spending time with his wife Roxanne and children, Maverick and Mackenzie, in nature, on the beach, and in the water.

Fred van Niekerk is an accomplished wealth management executive with over two decades of experience spanning international markets.

He grew up on a farm in the Breede River Valley in the Western Cape, was schooled at Paarl Boys High and then completed a Bcomm degree at Stellenbosch University.

Fred began his career in 2001 as a Private Wealth Manager in the United Kingdom, he rapidly distinguished himself through exceptional performance, consistently ranking among the top advisors for 11 consecutive years. His remarkable leadership abilities led to his appointment as Area Manager for Southern England—the youngest professional to hold this position in the company’s history.

Upon returning to South Africa, Fred leveraged his extensive international expertise to establish himself as a thought leader in global wealth management. In his current role as GM for Carrick International, he drives strategic initiatives while cultivating a high-performing team culture focused on delivering sophisticated, objectives-aligned financial solutions for high-net-worth clients.

Fred brings a dynamic combination of strategic vision, proven leadership, and deep technical expertise to his role.

 

Things he’s interested in:

Fred lives in Somerset West, Cape Town, with his wife Nicki and two sons. He loves to spend time fishing with his boys, watching rugby and carpentry.

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

As a Wealth Specialist at Carrick, I am part of the Sales team. My role is to find prospective clients, introduce them to Carrick and convert them into clients, and thus contribute to the success of Carrick.

 

What is the best part about your job?

The best part of my job is meeting and interacting with new people every day and offering them offshore investment solutions. I also enjoy the day-to-day challenges that the role brings, and that each day is always different.

 

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

I have grown immensely since joining Carrick three years ago because of the very high standards we hold at Carrick. You are expected to grow in knowledge and professionalism.

 

What is a typical day at work like for you? 

I arrive at work around 7:30 am (pre-lockdown) and spend my morning attending to current clients’ needs, arranging meetings with them, and spend my afternoons contacting new prospective clients and going to meetings.

Paul is a highly experienced and knowledgeable investment specialist. He joined Carrick Wealth in November 2015, having worked in various capacities for some of the major investment and product houses in South Africa.

Most of his schooling was spent at prestigious Grey College in Bloemfontein before his family moved to Cape Town.

He has spent 11 years thus far in the financial services industry, and holds a Higher Certificate in Wealth Management (NQF5 and RE5) and passed the Key Individual examination, which qualifies him to manage a financial services company. He is currently working towards CFP® certification.

His experience covers financial property investment, investment specialisation with Discovery, and life assurance and investments with Liberty, and ACS Financial Services. At both Liberty and Discovery, he was awarded various certificates as a Top 10 Consultant.

Paul specialises in investment solutions and financial planning including business assurance, estate and retirement planning, and risk.

 

Things he’s interested in:

By nature, Paul is a natural sportsman and holds Free State colours in cricket and soccer. Nowadays, he enjoys golf, mountain biking, reading and cooking. He has travelled extensively both for work and for pleasure, and enjoys cultural experiences, especially when it comes to food tasting.

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

I was extremely fortunate to have originally been hired to start up the Carrick Concierge division in 2017. My impact within that department allowed the team to grow to where it is today. Since my departure from the servicing division, I joined team Cape Town, where I feel I have provided a positive and good attitude towards the team’s success.

 

What is the best part about your job?

The best part of my job is adding value for the clients that I meet and seeing them happy and satisfied as a result.

 

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

I feel that my time at Carrick has allowed me to develop into a better professional in my industry. This includes providing full and holistic advice to local clients.

 

What is a typical day at work like for you?

Having a good laugh with colleagues and clients but at the same time making sure my diary is full and I am having productive meetings, so that I can meet my obligations as a Wealth Specialist.

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

I believe that everyone should have access to tailored advice and service; something that grows with you, rather than something that you must fit into. Giving the highest levels of care and attention to clients throughout their financial journey, with the support of my team, means that we build long-lasting relationships which add true value to people’s lives. My clients are part of the Carrick family and are treated with the highest levels of care as such. This all encompasses the Carrick vision and values.

 

What is the best part about your job? 

The best part of my job is making a real impact in people’s futures and creating a legacy for their families.

 

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

I have been involved in building, coaching and working with a team of hard-working and caring individuals. As such we have grown an amazing ecosystem of shared values that we drive together. It pushes us to go beyond obstacles we may face in finding ways of achieving the shared goals of ourselves and our clients. The ability to adapt to change has also been a strong area of growth on a personal and professional level for me. If you pair all of this with our positivity, our focus, and an insatiable appetite to constantly raise the bar, it gives one a recipe for success all round. These are all things I am truly grateful for.

 

What is a typical day at work like for you?

First, my day is usually structured around ensuring that my team and I have a solid plan for the day. I provide coaching and ensure that we are maximizing every hour to add value in as many ways as possible. When I am not actually travelling to meet with them, I get to catch up with some amazing clients all over the world with the help of the modern technology that we are so fortunate to have. Client servicing is also a huge part of my day-to-day activities, as is being there for clients who reach out for support. My door is always open; physically and virtually.

Seanagh was raised in South Africa’s Eastern Cape and matriculated from Kingswood College. She completed a degree in BCompt Accounting Science and holds International certificates in Securities & Investments and Wealth & Investments. Whilst in London, she worked with some of the world’s largest financial institutions and has been with Carrick since its inception in 2014.​

Seanagh’s journey to Carrick saw her running her own company for fifteen years and focusing on placing clients’ needs and goals at the forefront of all strategies. With a keen sense of problem-solving and a refreshing appetite for innovation, tempered with risk management, Seanagh has been in training to launch Carrick Athena her whole life. She has combined her interest in psychology and technology to build a platform to service women’s financial needs in a personalized, bespoke way.​

With a sincere passion for the female need to nurture and change lives, she ran the gauntlet of the political minefield around women, finance & power, only to come out on the other side with a strong, sincere, and fearless brand that equals financial freedom.​