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British Desk

Carrick specialises in integrated wealth management. Whether you are navigating the complex currents of pension plans, ensuring your children are prepared for tomorrow’s world or want to achieve greater tax investment efficiencies, contact a Carrick Wealth Specialist to work with you to grow, protect, and preserve your wealth.

International Pension Planning

Education Fee Planning

Tax Efficient Investments

Estate Planning (Trusts)

Structured Products

Life Assurance

Marc Fancy - Carrick Investment Services

Marc Fancy

Managing Director

UK born, Marc has over 20 years of experience in the financial services sector, having worked with some of the world’s largest financial institutions, fund management groups and trust companies spanning three continents. He has opened offices, recruited and developed financial professionals in numerous regulated and licensed jurisdictions globally, including London, Hong Kong, Shanghai, Beijing, Shenzhen and Johannesburg.

Whilst working in the UHNW private client and corporate space he has put the clients’ needs at the forefront of his strategy whilst ensuring strict adherence to and management of regulatory and compliance driven requirements. His qualifications include SFA, FPC 1, 2, & 3, & regulatory exams in Hong Kong and South Africa.

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

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.

Marco joined Carrick Wealth in 2015. Highly ambitious and results-driven, Marco is committed to achieving the best possible returns for his clients.

Things he's interested in:

Marco makes the most of his personal time by indulging his love for running, football, art, reading and music.

His favourite quote:

"Failure will never overtake me if my determination to succeed is strong enough." -Og Mandino

How you can get hold of him:

+230 (0)57 328 518

marco.floreale@carrickis.com

LinkedIn

Mike Preston - Carrick Investment Services

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 eight 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.

Things he's interested in:

Mike is married and has three adult children. In his spare time Mike enjoys 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)57 328 510

mike.preston@carrickis.com

LinkedIn

Chris Hassall - Carrick Investment Services

Chris Hassall

Senior Wealth Specialist

Chris Hassall was born in Stoke-on-Trent in the United Kingdom and remains a huge Stoke City FC fan. He describes himself as ambitious, dedicated and self motivated. Chris has more than 20 years’ experience as a sales adviser/manager mainly within the financial services and telecom industries and prides himself on his analytical approach to solving problems and his ability to remain calm and focused even under pressure. He is an attentive listener and a lateral thinker who communicates effectively and responds professionally to clients’ needs. Chris is a flexible and ethical worker who has the drive and desire to succeed in all tasks and who relishes the opportunity to mentor and train new recruits.

Things he's interested in:

Chris loves the outdoors and recently climbed Mount Kilimanjaro for a charity benefit. He competes in half marathons, loves tennis, and socialising.

His favourite quote:

"It ain't about how hard you hit. It's about how hard you can get hit and keep moving forward; how much you can take and keep moving forward. That's how winning is done!” -Rocky Balboa

How you can get hold of him:

+230 (0)54 811 256

chris.hassall@carrickis.com

LinkedIn

Evie Paglarulo - Carrick Investment Services

Evie Pagliarulo

Wealth Specialist

Evie's career has spanned over 12 years of wealth management and advisory roles internationally. Having grown up as an expat living in Libya, Iraq and the UK to name but a few, she prides herself in being able to fully understand her clients international and financial needs whilst working with them holistically and ethically in providing the most appropriate and necessary requirements for their wealth management. Evie has also gained considerable experience working within real estate investment and equity raising sectors implementing innovative growth strategies underpinned by a decade in an advisory capacity at a Singapore-based provider of international wealth management solutions.

Things she's interested in:

Evie loves to travel to new and far flung places but her main focus is children's welfare programs in India with I-India in Jaipur and SOS Children’s Village in Mauritius to provide children with the possibility of a future through education, safety, medical care and above all loving homes away from danger.

Her favourite quote:

"Change your thoughts and you change your world.” -Norman Vincent Peale

How you can get hold of her:

+230 (0)54 822 814

evie.pagliarulo@carrickis.com

LinkedIn

Justin Beckwith - Carrick Investment Services

Justin Beckwith

Wealth Specialist

Justin has more than 15 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)59 825 111

justin.beckwith@carrickis.com

LinkedIn

South African Desk

Carrick specialises in integrated wealth management. Whether you are navigating the complex currents of pension plans, ensuring your children are prepared for tomorrow’s world or want to achieve greater tax investment efficiencies, contact a Carrick Wealth Specialist to work with you to grow, protect, and preserve your wealth.

International Pension Planning

Education Fee Planning

Tax Efficient Investments

Estate Planning (Trusts)

Structured Products

Life Assurance

Mark Fancy - Carric Investment Services

Marc Fancy

Managing Director

UK born, Marc has over 20 years of experience in the financial services sector, having worked with some of the world’s largest financial institutions, fund management groups and trust companies spanning three continents. He has opened offices, recruited and developed financial professionals in numerous regulated and licensed jurisdictions globally, including London, Hong Kong, Shanghai, Beijing, Shenzhen and Johannesburg.

Whilst working in the UHNW private client and corporate space he has put the clients’ needs at the forefront of his strategy whilst ensuring strict adherence to and management of regulatory and compliance driven requirements. His qualifications include SFA, FPC 1, 2, & 3, & regulatory exams in Hong Kong and South Africa.

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

Jarryd Jacklin - Carric 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 before joining the Mauritius team as an International Wealth Specialist.
Jarryd believes in continuous personal development and is committed to providing his clients with the highest level of professional advice.

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)58 587 660

jarryd.jacklin@carrickis.com

LinkedIn

Dominic Fry - Carric Investment Services

Dominic Fry

Wealth Specialist

Dominic is an experienced wealth manager fully compliant in South Africa and Mauritius and holds an International Wealth Management Certificate from Chartered Institute of Securities and Investment (CISI) which allows him to give financial advice globally. He is also furthering his knowledge by studying advanced wealth management through CISI. Dominic is driven by the challenges and complexities of each client’s individual situation, having gained extensive knowledge over the last 9 years throughout Africa on how to grow, protect and preserve personal wealth in high risk environments enabling him to provide safe, secure international investment solutions tailored to meet their individual needs.

Things he's interested in

Dominic is an outgoing and active person who loves sport, especially water sports. He enjoys socialising, meeting people from different cultures and backgrounds however, he also enjoys peace, quiet and a good book. Dominic is a lover of photography and memorialises his global travels through the lens. He is a lateral thinker, focused and ambitious and sets high standards of achievement for himself.

His favourite quote:

"A man’s worth is no greater than his ambitions." -Marcus Aurelius

How you can get hold of him:

+230 (0)54 822 813

dominic.fry@carrickis.com

LinkedIn

Sean Leary - Carric Investment Services

Sean Leary

Wealth Specialist

Sean has a Diploma in Business Management and Administration from Varsity College and a Certificate in Financial Planning (NQF Level 5). He is a positive and hardworking individual, capable of working in a team or on his own. He has the ability to learn quickly and adapts to change easily. Sean is self-motivated and has worked in the financial planning sector for the past 13 years as a private wealth manager. He also has experience in the construction and catering industries.

Things he's interested in

Sean is passionate about music — for ten years he played in a successful band that released two albums and performed at major music festivals. He also practices bhakti yoga and enjoys golf.

His favourite quote:

"Challenges are what makes life interesting and overcoming them is what makes life meaningful." -Joshua J. Marine

How you can get hold of him:

sean.leary@carrickis.com

LinkedIn

Mark du Preez - Carric Investment Services

Mark du Preez

Wealth Specialist

Mark is a graduate from the University of KwaZulu-Natal and a qualified attorney with considerable experience in the private banking sector. He says he welcomes the opportunity to work in a challenging environment and one that would provide an opportunity of being able to assist people in meeting their financial goals and realising their dreams. Mark’s immediate objective is to assimilate Carrick’s customer-centric culture and business practices in order to play an active role in the company’s future success.

Things he's interested in:

He is an avid reader of the Sherlock Holmes series, loves sport, especially rugby, and enjoys playing bass guitar and chess.

His favourite quote:

"If you can force your heart and nerve and sinew to serve your turn long after they are gone, and so hold on when there is nothing in you except the will which says to them: 'Hold on!" -Rudyard Kipling

How you can get hold of him:

mark.dupreez@carrickis.com

LinkedIn

Anwesenheit in Deutsch

Carrick ist spezialisiert in integrierter Vermögensverwaltung. Egal ob sie die komplexen Strömungen von Pensionsplänen navigieren, sicher stellen wollen das ihre Kinder auf die Welt von Morgen vorbereitet sind, oder sie bessere Steuer effiziente Investitionen erreichen wollen, kontaktieren sie einen Carrick Vermögens Spezialisten, um mit ihnen zusammenzuarbeiten und ihren Wohlstand zu vergrößern, zu beschützen und zu erhalten.

Internationale Pensionsplanung

Bildungskosten Planung

Steuer effiziente Investitionen

Nachlass Planung (Trusts / Treuhand)

Strukturierte Produkte

Product no. 6

Marc Fancy - Carrick Investment Services

Marc Fancy

Geschäftsführer

Marc wurde im, Vereinigtem Königreich" (UK) geboren und verfügt über eine mehr als 20-jährige Erfahrung im Finanzdienstleistungssektor. Er hat auf drei Kontinenten mit einigen der größten Finanzinstitutionen, Investmentfonds Gruppen und Treuhandgesellschaften gearbeitet. Er hat weltweit unter anderem in London, Hong Kong, Shanghai, Peking, Shenzhen und Johannesburg Büros eröffnet und Finanzexperten rekrutiert und ausgebildet. Während er mit UNHW Privatklienten und dem Großunternehmenssektor arbeitet stehen die Bedürfnisse seiner Klienten im Mittelpunkt seiner Strategie, während er sicherstellt das gesetzlich Auflagen und die Compliance getriebenen Anforderungen strikt eingehalten und verwaltet werden. Seine Qualifikationen beinhalten SFA, FPC 1, 2 & 3 und behördliche Examen in Hong Kong und Südafrika.

Ses intérêts:

Marc genießt es zu reisen und neue Kulturen kennenzulernen. Er interessiert sich ebenfalls für die Weltwirtschaft und spricht Englisch und Deutsch.

Sa citation préférée:

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

Comment la contacter:

+230 (0)58 582 768

marc.fancy@carrickis.com

Atendimento em Português

A Carrick concentra-se em gestão integrada de património. Independentemente de você estar a navegar nas complexas correntes dos planos de pensão, garantir que os seus filhos estejam preparados para o mundo de amanhã ou caso deseje alcançar maiores eficiências de investimentos fiscais, entre em contato com um especialista em investimento e estruturação da Carrick para trabalhar consigo para crescer, proteger e preservar a sua riqueza.

Planejamento Internacional de Pensões

Planejamento de taxas de educação no exterior

Investimentos Eficientes em Impostos

Planejamento Patrimonial (Trusts)

Gestão Discrecionaria

Seguro de vida

Jorge Ochagavia - Carrick Investment Services

Jorge Ochagavia

Especialista em Gestão de Património

Depois de passar mais de vinte anos no lado corporativo de grandes instituições financeiras na cidade de Nova York, Jorge mudou-se para a Europa, mais recentemente para a Suíça, onde se especializou em Gestão de Fortunas, fundos de investimentos offshore e estruturas fiduciárias “Trusts” para clientes de elevado património líquido (HNW).

O seu compromisso é ajudar os clientes a criar valor e riqueza, ao sugerir os produtos financeiros adequados às suas necessidades. Jorge acredita que cada cliente tem uma meta financeira diferente e específica e, portanto, requer aconselhamento especializado, informativo e imparcial.

Jorge juntou-se à Carrick para fazer parte de uma empresa que assumirá o comando da indústria de Gestão de Capital e Riqueza com respeito, integridade e profissionalismo.

Coisas nas quais ele está interessado:

Ávido kite-surfista e entusiasta de navegar à vela, Jorge também é voluntário no Comité Internacional da Cruz Vermelha, CICV-Desastre e Ajuda Humanitária como manipulador de cães para busca e resgate, tendo participado em varias operações de busca e salvamento em desastres na Ásia e na América.

A sua frase favorita:

Tell me and I forget, teach me and I remember, involve me and I learn -Benjamin Franklin

Como pode contact-lo:

+230 (0)57 49 0151

jorge.ochagavia@carrickis.com

Atendimiento en Español

Carrick se especializa en la administración integral de su patrimonio. Ya sea en la decisión de elegir el mejor plan de pensiones, asegurándose de que sus hijos estén preparados para el futuro o desee mayores beneficios de inversión tributaria, comuníquese con un Especialista en Gestion de Patrimonio de Carrick para trabajar con usted para cultivar, proteger y preservar su patrimonio.

Planificación internacional de pensiones

Planificación para gastos de estudios en el exterior

Inversiones eficientes en impuestos

Fondos Fiduciarios (Trusts)

Productos estructurados

Seguro de vida

Jorge Ochagavia - Carrick Investment Services

Jorge Ochagavia

Especialista en Gestión de Patrimonio

Después de pasar más de veinte años en el lado corporativo de grandes instituciones financieras en la ciudad de Nueva York, Jorge se mudó a Europa, más concretamente a Suiza, donde se especializó en Gestión Patrimonial , Inversiones Offshore y “Trusts” para clientes de patrimonio neto elevado (HNW).

Su compromiso es ayudar a los clientes a crear valor y riqueza al sugerir que productos financieros se adaptan mejor a sus necesidades. Jorge cree que cada cliente tiene un objetivo financiero diferente y específico, y por lo tanto requiere asesoramiento experto, informado e imparcial.

Jorge se unió a Carrick para formar parte de una empresa que tomará el timón de la industria de la Gestión de la Riqueza y el capital con respeto, integridad y profesionalismo.

Sus aficiones:

Ávido kite-surfista y entusiasta de la navegación, también es voluntario en el Comité Internacional de la Cruz Roja, CICR, Auxilio en Desastres y Ayuda Humanitaria como guía canino de perros de búsqueda y rescate, habiendo participado en operaciones de búsqueda y rescate en desastres en Asia y América.

A sua frase favorita:

Tell me and I forget, teach me and I remember, involve me and I learn -Benjamin Franklin

Como pode contact-lo:

+230 (0)57 49 0151

jorge.ochagavia@carrickis.com