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Directors

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Craig Featherby Carrick Investment Services

Craig Featherby

Founder

Craig believes that building a culture of leadership starts with those at the top – the drivers of the vision. Over a span of fourteen years in the financial services industry, Craig has concentrated on the craft of management, coupled with a passion for the financial services industry. He draws on a career that has taken him to the apex of the international finance industry, as far as the Middle East and Asia, and to some of the top positions in the financial world.

Born in Zimbabwe, junior-schooled in Melbourne, Australia, and educated at Kwazulu Natal’s Michaelhouse, throughout his journey Craig has carried with him the principles of leadership. From his early days at Ernst & Young and at ABSA Bank Limited, his career has taken him to the Middle East as a Financial Adviser and to the Far East, where he was involved in Wealth Management and Offshore Investments, eventually becoming Regional Manager for Africa (Financial Advisory/Wealth Management) for one of the largest independent offshore financial consultancies.

A philanthropist at heart, Craig believes that leadership should be translated into action to uplift the community. In this respect, he is a co-founder of Signature of Hope Trust and a generous donor to various NGOs.

Things he's interested in:

Craig and his wife Di enjoy living life to the full. At weekends you'll often find them indulging in their love of nature, wildlife and fishing.

His favourite quote:

"The consequences of failure are simply too great." -Adam Smith

How you can get hold of him:

craig.featherby@carrickfs.com

LinkedIn

Marc Fancy - Carrick Wealth

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

Mike Potts Carrick Investment Services

Michael Potts

Director

Michael brings with him a wealth of experience in the financial services industry, including senior positions as a secured lending manager, sales manager and marketing manager.
Born in the UK, Michael holds qualifications from the Chartered Institute for Securities & Investment (CISI) as well as certification in regulatory examinations with the Financial Services Board.

Prior to joining Carrick Wealth, Michael was area manager for an international offshore brokerage in Johannesburg, where he was responsible, over a period of four years, for team recruitment and development. During his tenure, Michael created their Business Development Team and the Johannesburg branch to the 5th position in the group. Having been a financial advisor himself, achieving top 5 consultant globally in 2013, he is passionate about creating and developing high performance teams.

Michael is a member of the Carrick Investment Committee which meets once a month to ensure that all the underlying managers are still operating within their mandates and that their risk-adjusted returns are in line with Carrick's expectations.

Things he's interested in:

Michael has a young family which keeps him very busy. In his free time, he relaxes by taking his dogs for long walks. This, he believes, helps him to clear his mind and re-focus on what is important.

His favourite quote:

"If you can keep your head when all about you are losing theirs … you’ll be a Man, my son." -'If' by Rudyard Kipling

How you can get hold of him:

mike.potts@carrick-wealth.com

LinkedIn

Greg Stockton

Director

Hailing from Stoke-on-Trent in the UK, Greg is widely travelled and highly experienced in the financial services industry. He has held positions in Hong Kong, Shanghai, Tokyo, Singapore, Qatar, Dubai and of course South Africa, where he's found his true 'home'.

His vast experience in wealth and asset management combined with his business development and leadership skills serve him well in spearheading the Carrick 20/20 expansion strategy into Africa alongside Mike Potts, Director: Retail Sales. With a track record of developing some of the most successful advisers and managers globally, Greg is an inspirational leader. He has received numerous leadership awards, including being named one of the top senior managers in the industry.

Greg thoroughly enjoys financial services; however, his passion lies in the development of people and business. "Seeing people succeed because of the direct input I had into that person's life, is what inspires me as a leader every day", he says.

Things he's interested in:

Greg loves spending time with his family; his daughter, Gracie-Rose, is the apple of his eye. He enjoys any activities he can spend with his family, such as football, hiking and music.

His favourite quote:

"If your presence doesn't make an impact, your absence won't make a difference."

And

"Obsessed is a word that lazy use to describe the dedicated."

How you can get hold of him:

greg.stockton@carrick-wealth.com

LinkedIn

Carrick lives by the creed that none of us is as great as all of us.