Posts Tagged ‘investment’

The Power of Income Notes in an Investment Portfolio

For me as head of Carrick Wealth’s Investment Strategy, it is really satisfying when a key building block in our portfolio construction performs as planned during a market selloff. This building block is called an income note which is a subset of the broader category of structured notes. Historically used by ultra-high-net-worth individuals and family…

Read More

Carrick Wealth wins prestigious International Adviser Best Practice Adviser Awards

Local wealth management and investment advisory firm Carrick Wealth continues to excel among its peers, having just won two more International Adviser Best Practice Adviser Awards. This is the fourth consecutive year in which the Cape Town-based firm has won what is regarded as the international financial advisory industry’s most prestigious honours. This year Carrick…

Read More

Ten Crucial Lessons on Investing in South Africa

Investing is serious business and can be fraught with pitfalls for part-time novices and professionals alike. Mistakes are sometimes made, but those of us who learn from them are better equipped going forward.  Steve Brooks, Director at South African investment and wealth management firm Carrick Wealth, has over 25 years’ experience in the wealth management…

Read More

Setting goals that will make you financially independent

If you haven’t reviewed and set your financial goals for 2019 yet, you may be missing the boat to your personal financial success and well-being! Now would be a great time to get on board and do so. Financial goal-setting is vitally important for anyone’s peace of mind – it’s simple and doesn’t take much…

Read More

Q&A with Anthony Palmer CA (SA) – Equities versus Fixed Income

In these uncertain times, many people are anxious about the markets and wrestle with deciding what their best investment options may be, especially when it comes to a choice between equities and income funds. Anthony Palmer, Director: Corporate and Client Solutions at Carrick Wealth, shares with us his views on the issue. It should, however,…

Read More

Carrick Wealth wins another prestigious International Adviser Best Practice Adviser Award

Carrick Wealth has done it again. For the third consecutive year, the Cape Town-based wealth management and investment advisory firm has won a prestigious International Adviser Best Practice Adviser Award, this time in the category for Excellence in Business Strategy. The annual awards are recognised as one of the international financial advisory industry’s most outstanding…

Read More

Another exclusive issue from Carrick and Absa – capital protected, fixed return, plus global growth

Great opportunities rarely repeat themselves. But there are exceptions. Following the outstanding success last month of an exclusive investment offering by Carrick Wealth in association with Absa Bank, another note has just been issued offering the same superb investment opportunity: invest in rands with your capital fully protected, receive a fixed return and benefit from…

Read More

For COVID-19 updates, visit the South African Government's official portal www.sacoronavirus.co.za