INVESTMENT COMMITTEE

Setting our sights on your financial goals

The Carrick Investment Committee conducts a full due diligence on investment firms and organisations. Our vetting process ensures we only offer investment options that meet our exceedingly high standards.

Carrick Investment Committee

Carrick’s Investment Committee exists to protect our firm’s integrity and ensure our investment decisions and partnerships are in line with the highest possible regulatory and ethical standards.

Whilst we are approached by many investment houses from across the globe, we select only a handful to explore a relationship, and conduct a detailed analysis of every aspect of their business and investment offerings. Our Investment Committee ensures that all investment houses meet Carrick’s high standards of transparency, successful track record, consistency in business and excellent reputation.

Why have an Investment Committee?

As an investor, you are likely to ask yourself these critical questions: 1. Have I chosen the right investment? 2. How do I know if my portfolio is in good hands? 3. Does my financial adviser have motives that could affect the success of my investment? To ensure consistently premium service and investment advice to our clients, we have handpicked a committee that analyses all potential investment options and houses. The Investment Committee is a Carrick initiative that was created to guarantee the transparency of investment houses we consider for our clients. There are currently six committee members, comprising of members from Carrick and external members.

Carrick’s rigorous standards

The Investment Committee meets once a month to conduct thorough investment reviews and approve a list of investment options to make available to Carrick Specialists. Advisers then select the appropriate strategy that fits their client’s risk profile. When reviewing investment houses, we consider any potential conflicts of interest, and debate the merits of their pedigree, performance and reputation. We consider how long they have been in business, review their past performances and look at the value of their assets, along with fees and expense ratios. Most importantly, we discuss their philosophy, sentiment and mandate and explore the extent to which these align with Carrick’s values. In addition, the committee regularly reviews existing relationships to ensure investment houses are operating within their mandates, and that their risk-adjusted returns are in line with our expectations.

Investment Committee Members