British Desk

When talking about important matters such as your wealth management as an UK expat living abroad, you’d want to talk to an expert who fully understands where you are coming from. Talk to our team of highly experienced financial planning experts.


Click here

South African Desk

When talking about important matters such as your wealth management as a South African expat living abroad, you’d want to talk to an expert who fully understands where you are coming from. Talk to our team of highly experienced financial planning experts.


Click here

Anwesenheit in Deutsch

Sprechen Sie mit uns in ihrer Sprache
Wenn sie über wichtige Themen wie zum Beispiel ihre Vermögensverwaltung sprechen möchten Sie das in ihrer Muttersprache tun oder in der Sprache in der Sie sich am wohlsten fühlen. Wenn sie Deutsch sprechend sind, dann wählen sie unseren professionellen Vermögensexperten, der ihre Sprache spricht.


Hier klicken

Integrated Wealth Management

icon2

At Carrick, we’re committed to helping you get the most from your wealth.

Understanding the power of money and how to turn it into lasting wealth requires specific strengths and skills. Successfully growing, protecting, and preserving wealth is the true test of any strong financial character.

We understand how hard you’ve worked for your money and as leaders in wealth and capital management, we see our role as a guide leading you towards achieving your financial goals. There is no one-size-fits-all and by truly understanding your dreams, ambitions, and goals we are able to provide you with a bespoke wealth plan to see you safely through life’s journey.

As an independent financial services advisory, we take our role of financial advisers seriously: to ensure your wealth grows, is protected, and is preserved.

GROW

Your wealth needs to work hard simply to retain its value.

Your financial plan should take into account the return you require from your investment portfolio to provide for the future needs of you and your family. Just as you are unique, with Carrick your financial plan will be tailor-made with strategies that meet your individual circumstances.

Protect

Is your wealth protected from the unpredictability of unexpected life events?

Planning for these situations mitigates risk and alleviates uncertainty. Being prepared will protect your investments and income by insuring against unpredictable circumstances.

Preserve

You have dreamed, planned, invested, and grown your wealth. You have taken steps to protect it in order that it may continue to grow. Now you need to preserve your wealth for the long term.

By developing the right structures, you will preserve and pass on a legacy of personal and family wealth, and business assets.

Latest News

icon2

Week in Review: Recession Fears Fade

Global equity markets extended their recent gains, with positive signs of progress on trade negotiations, better-than-expected U.S. corporate earnings, helping to soothe recession fears and boost investor confidence. With roughly 90% of S&P 500 companies having reported results, the third-quarter earnings season is near its end.  Approximately 75% of companies have exceeded consensus earnings expectations,…

Read More