About the Carrick Group

 

Our proven success in managing clients’ portfolios and investments is built on a high-trust, high-performance culture, and supported by end-to-end processes focusing on exceptional service and solution-driven strategies.

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”.

The Carrick Philosophy

At Carrick, we set our sights on your financial goals. Whether it’s sending your children to a globally recognised university, retiring to a seaside home, or funding an ambitious business idea, we pave the way to your desired financial future.

Our approach is personal and our investment solutions bespoke. We believe you should live a rich, meaningful life.

OFFSHORE EXPERTISE

We are experts in offshore wealth management solutions, with an extensive global network of investment partners.

ESTABLISHED AND EXPANDING

Our business is well-established in Africa and fully licensed in South Africa, Zimbabwe, Malawi and Mauritius, where we hold three global business licenses.

HOLISTIC APPROACH

Our value propositions include a diverse range of financial solutions, including property, fiduciary, offshore and onshore offerings. Our holistic approach addresses all your financial needs.

The Carrick Presence

 

The Carrick Service Offering

 

Our proven success in managing clients’ portfolios and investments is built on a high-trust, high-performance culture, and supported by end-to-end processes focusing on exceptional service and solution-driven strategies.

Secure financial freedom through international property investment across secure and developed property market jurisdictions.

Carrick Consult provides personalised fiduciary and financial services to optimise our clients’ financial portfolios and protect their assets.

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.

Together with trusted currency experts, Carrick FX can can assist our clients with the process of obtaining foreign tax clearance from SARS and facilitate a currency transfer of your funds at preferential exchange rates, ensuring you save money on the exchange rates from your bank.

Award-Winning Advisory

 

2016

  • Excellence in Business Transformation
  • Excellence in Investment Planning

2017

  • Excellence in Client Service
  • Excellence in Marketing and Client Engagement

2018

  • Excellence in Business Strategy

2019

  • Best Adviser Support Team
  • Excellence in Marketing

2020

  • Best Adviser Firm – South Africa
  • Excellence in Investment Planning
  • Excellence in Business Strategy

2019

  • Carrick Wealth ranked in the Wealth Executives Archetype

2020

  • Carrick Wealth ranked No.1 in the Wealth Executives Archetype
  • Carrick Wealth ranked No.4 in the Top Wealth Manager: Boutique Category

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