Sustainable solutions for advisors and advisory firms.
Gain access to our market-leading global product suite as well as compliance and administrative support.
About Carrick Partners
Carrick Partners assist existing advisors and financial advisory firms in growing their advisory practice via Carrick’s global wealth management offering, inclusive of financial planning, asset management, property, foreign exchange and fiduciary services. In addition, Carrick Partners offers enhanced operational support in the form of dedicated compliance, commissions, human resources, marketing and administrative functions. The Carrick Partners solution has been established to increase revenue and assets under management whilst reducing risk and complexity.
Our Fundamental Pillars
Increase Revenue, Assets Under Management and Client Experience
- Access to Carrick’s global wealth management offering and financial planning solutions, inclusive of offshore and onshore solutions
- Lead generation with defined return on investment parameters
- Market-leading, marketing and brand building support
- Bespoke training and development programs
Decrease Costs, Risk and Complexity
- Enhanced compliance support focused on practice management solution
- Access to Carrick Prime, a complete enterprise management software solution for advisors and clients
- Dedicated paraplanners and business administration support
Future-Proof Both You and Your Clients’ Future
- Client servicing structures ensuring your clients always receive best advice
- Carrick book buy back option to allow for an efficient exit strategy
- Access to research and development on product, client trends and industry insights
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The Carrick Group is a financial services provider specialising in financial planning, integrated wealth management and investment solutions for high-net-worth (HNW) clients in South Africa, across the African sub-continent and internationally. Carrick has its head office in Cape Town and additional offices in Johannesburg and Durban.
We are also licensed in Zimbabwe and Malawi and hold three global licences in Mauritius. For the past four years Carrick has won a string of prestigious international best practice awards as a financial and investment advisory, more recently the team won “Best Adviser Support Team” and “Excellence in Marketing”.