CONTACTCONACT

Wealth Specialists

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Marc Fancy - Carrick Wealth

Marc Fancy

Sales Director: Mauritius

Marc has considerable experience in the financial services sector having worked with some of the world’s largest financial institutions, fund managers, and trust companies, mostly in the Far East (including Hong Kong, Shanghai, and Beijing). He has opened and run offices in numerous regulated and licensed jurisdictions, and has been directly involved in the recruitment and development of many financial professionals globally. In so doing, Marc has demonstrated his ability in fulfilling corporate objectives regarding adherence to and the management of regulatory and compliance driven requirements in all these markets. He joined Carrick because he welcomed the opportunity to work with some of the best minds in financial services business, and in a fast growing company that was determined to place the clients’ needs at the forefront of its strategy.

Things he's interested in:

Marc enjoys travelling and experiencing new cultures. He also has an interest in global economics and speaks English as well as German.

His favourite quote:
“The Pessimist complains about the wind. The optimist expects it to change. The leader adjusts the sails." -John Maxwell

How you can get hold of him:

+230 (0)58 582 768

marc.fancy@carrickis.com

LinkedIn

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Mike Preston - Carrick Wealth

Mike Preston

Senior Wealth Specialist

Mike Preston is a highly experienced Independent Financial Adviser with over 35 years’ experience.

He was educated in North Wales and Scotland, and his UK family home is in Buckinghamshire.

Mike began his career in Financial Services in 1978 in the City of London.

He has, over many years, provided full-spectrum financial advice to clients at all levels, including ultra-high-net-worth individuals.

After nearly 30 years based in London, he has been advising clients overseas for the past six years, while based, variously, in South Africa, in Africa and, more recently, in Mauritius.

His qualifications include FPC (Levels 1, 2 and 3), Certificate of Mortgage Advice and Practice (CF6) and Member of the Life Insurance Association by Diploma - MLIA (Dip).

Based now in Mauritius, Mike is licensed by the Board of Investment to give advice globally.

He is passionate about the countryside and its stewardship.

Mike is married and has three adult children.

Things he’s interested in:
Fishing, skiing, sailing, politics, and culinary pursuits

His favourite quote:
“Failure cannot withstand persistence.” ~ Napoleon Hill

How you can get hold of him:

+230 (0)58 587 659

mike.preston@carrickis.com

LinkedIn

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Brigitte Rupp - Carrick Investment Services

Brigitte Rupp

Senior Wealth Specialist

Brigitte was born in Vienna, Austria, and attended the Vienna University of Economics and Business where she did her Bachelor’s in Business, Economics, and Social Sciences, graduating in 1985. She also has an International Certificate in Wealth Management from the Chartered Institute of Securities & Investments (CISI) and certificate in Business English from St. Giles College, London. Brigitte has more than 30 year’s experience in client management within the hospitality and financial services industry and an excellent track record within wealth management sector advising and assisting international high net-worth clientele. Brigitte prides herself on her market knowledge and substantial analytical skills as well as her self-motivated “can-do” attitude and pursuit of excellence in all her endeavours.

Things she's interested in:
Brigitte loves scuba diving, playing golf, and travelling. She is also committed to assisting organisations that are involved in the protection and preservation of the sea and maritime environment.

Her favourite quote:

"Behind me is infinite power. Before me is endless possibility. Around me is boundless opportunity. Why should I fear?" -Stella Stuart

How you can get hold of her:

+230 (0)58 582 520

brigitte.rupp@carrickis.com

LinkedIn

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Marco Floreale Carrick Investment Services

Marco Floreale

Senior Wealth Specialist

Born and raised in Essex, in the United Kingdom, Marco qualified as a Fellow of the Institute of Legal Executives in 2005 and was admitted as a Solicitor in February 2009. After working in the legal field for a number of years, the pull of his managing client’s financial expectations in the international arena was too great an opportunity to pass up, making it the ideal time for Marco to move from law to financial services.

After exploring a number of roles in his new field. Marco joined Carrick Wealth as an Associate in 2015. Highly ambitious and results-driven, Marco is committed to achieving the best possible returns for his clients, while focusing on enhancing the profile of the company on a global scale.

Things he's interested in:
Working in a highly pressurised environment can be a challenge - which is why Marco makes the most of his personal time by indulging his love for running, football, art, reading and music.

How you can get hold of him:

+230 (0)57 328 518

marco.floreale@carrickis.com

LinkedIn

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Justin Beckwith Carrick Investment Services

Justin Beckwith

Wealth Specialist

Justin has more than 13 years of experience in the financial services sector, ranging across the retail-banking sector to wealth management for ultra high net-worth individuals. From his early beginnings as an intern with Alexander Forbes in London, he has gone to work for numerous internationally acclaimed financial companies in seven cities across the globe, culminating in Geneva where he held the post of Vice President of Wealth Management. Justin is now a Wealth Specialist with Carrick, and is based in Mauritius. Justin has proved to be a highly reliable team player delivering the highest levels of client service and driven by an exceptional work ethic. He has an Investment Management Certificate (Chartered Financial Analyst Institute), an Award in Financial Planning (Chartered Insurance Institute), and an International Certificate in Wealth and Investment Management (Chartered Institute for Securities and Investment).

Things he's interested in:
Justin loves classical music, looking after his health, and staying fit.

His favourite quote:
"Wealth is the ability to fully experience life." -Henry David Thoreau.

How you can get hold of him:

+230 (0)58 349 085

justin.beckwith@carrickis.com

LinkedIn

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Jarryd Jacklin Carrick Investment Services

Jarryd Jacklin

Wealth Specialist

Born in Durban, and educated at Maritzburg College, Jarryd completed his tertiary education at Varsity College with qualifications in Financial Management and Planning. Having known from an early age that a financial services career would be in his future, Jarryd joined the Carrick Durban office for two years as an Assistant Associate, gaining experience in his chosen field, and developing his communication skills.

Today, as an Associate in the Mauritius office, Jarryd continues to explore his passion for finance and to reaffirm his commitment to hard work and learning.

Things he's interested in:
A keen sportsman and a competitive one at that, Jarryd has played a number of sports at provincial level and has played Polocrosse as part of the national team. He believes in a healthy lifestyle and makes a point of experiencing new things wherever he goes.

His favourite quote:

"Whether you think you can, or you think you can't - you're right." Henry Ford

How you can get hold of him:

+230 (0) 44 203 1399 013

jarryd.jacklin@carrickis.com

LinkedIn

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