Increase your revenue.
Decrease your risk.
Future proof your practice.

We are committed to increased global access and sustainability of your practice

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 Value Proposition

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 allowing for an efficient exit strategy
  • Access to research and development on product, client trends and industry insights

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