Gain unrivalled access to our global product suite
Carrick Partners offers sustainable solutions for advisors and advisory firms
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
News
Become a Carrick partner and grow your business
If you’re looking to increase your revenue and grow your business, one thing you should consider...
Don’t skip your advisory business succession plan
Haven't quite managed to set up your advisory business succession plan? If so, you're not alone. ...
How to become a better financial adviser
Constantly looking how to become a better financial adviser and improve your offering? You’re in...
Future-proof your financial advisory business
The recent pandemic has thrown many people into the deep end, and it has become essential to...
Carrick Prime: Our enterprise management software solution
By becoming a Carrick Partner, you will also receive exclusive access to Carrick Prime. This...
Supporting your clients during a crisis
With South Africa moving to adjusted level four on June 28th, it's time to refocus on supporting...
Strategies for finding financial management leads
Finding financial management leads is never always an easy feat. Being as hyper-connected as we...
Independent financial advisor? Always remember these two things
As an independent financial advisor, it's essential to fully understand a client's current...
How to build success in the long term
Advice for younger advisors: Here’s how to build success in the long term As a 20, 30 and even...
Elevate your independent advisor business
As we enter June and officially hit the six-month mark of 2021, the feeling amongst our Carrick...
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”.