South African wealth management and investment firm Carrick Wealth is thrilled to announce that it has been named as the winner of seven awards in the prestigious International Adviser Best Practice Adviser Awards 2022 in partnership with Morningstar Wealth Platform.
Carrick Wealth won in the following categories:
BEST ADVISER FIRM in South Africa
Excellence in BUSINESS STRATEGY
Excellence in PROFESSIONAL DEVELOPMENT
Excellence in MARKETING
Excellence in DIVERSITY
Excellence in DIGITAL INNOVATION
BEST SUPPORT TEAM
A winner at the International Adviser Best Practice Adviser Awards for the sixth time, Carrick has clearly adopted an unbeatable business strategy, one that is rooted in excellence and client “hospitality”, where generating superior client outcomes is the key prerogative. The winners of this year’s awards were announced by International Adviser in London today (13 December).
Carrick’s multiple awards and achievements over the past seven years, coupled with its progress in its Africa expansion and vertical integration plans implemented over the past five years, epitomise its success. To have this repeatedly recognised by what is regarded as the international financial advisory industry’s most significant, peer-judged honours, is an immense source of pride.
In attaining this achievement in seven highly competitive categories, Carrick exceeded all the winning criteria by demonstrating numerous strengths including:
- Resilience in the face of the pandemic;
- Evidence of consistent profitable growth;
- A genuinely customer-centric approach to advice, service and overall best practice;
- Investment in staff training and development;
- Innovation promoting ease of use and enhanced customer service and quality of information delivered digitally
These seven awards add to the other major accolades Carrick has won this year, having recently been named as winners in two categories at the 2022 International Investment Awards, namely: Excellence in Advisory Best Practice for Africa and Excellence in Client Service for Africa.
“I am immensely proud of this remarkable achievement, especially in the ever-changing world in which we operate,” said Craig Featherby, Founder and CEO of Carrick upon learning of the award.
“As we work to change the face of financial services on the African continent, building our global footprint and strong African focus, we are proud to be one of the leading advisory firms in the industry. As we navigate the post-pandemic world – and celebrate the fact that we continued to flourish in the eye of the storm – these awards further illustrates our expertise, adaptability and winning strategies for whatever may lie on the road ahead.”
“I have always believed that the calibre of one’s team is vital,” he added. “As such, I could not be prouder of the tireless dedication shown by both our exemplary advisers and Adviser Support Team whose behind-the-scenes efforts are the foundation on which Carrick is built. I wish to thank them for consistently surpassing expectations on every level of the business.”
The Best Practice Adviser Awards are hosted annually by International Adviser, a global information and research platform serving the financial adviser community. This year’s awards were presented in partnership with Morningstar Wealth Platform. Winners are judged by their industry peers for best practice in six global regions, namely the United Kingdom, Europe, Hong Kong, Singapore, South Africa and the Middle East.