Directors

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Craig Featherby

Group Managing Director

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

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Michael Potts Carrick Investment Services

Michael Potts

Director: Retail Sales

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

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Mike Fannin Carrick Investment Services

Mike Fannin

Director: Corporate Sales

Mike Fannin is an expert in designing tax-efficient solutions for high-net-worth clients, and is dedicated to the craft of creating sustainable retirement solutions. He holds a B.Comm degree from the University of Port Elizabeth, as well as various diplomas in Equities and Risk Management. Moreover, his expertise was honed over the course of twelve years in the crucible of London’s financial district.

There he co-founded and built Principia Group – a holistic Financial Services company that incorporated Financial Advice, Mortgage Procurement, Corporate Finance, Venture Capital, Tax, and Estate Planning divisions. The successful sale of the business to Montpelier Group in 2007 brought this chapter of Mike’s journey to a close.  He returned to South Africa in 2010 to work for one of the industry’s largest financial consultancies.

Mike joined Carrick Wealth as a founding member and heads the Corporate Sales division where his team provides a variety of solutions to companies in order to enhance their product offerings to their clients.  The team work to develop solutions that enhance a company’s current product offerings, delivering bespoke solutions that compliment business offerings.

Mike is a co-founder of Signature of Hope Trust. Through the activities of the trust, he is actively involved in the drive to raise funds that benefit its beneficiaries to make a real sustainable difference in the communities they serve.

Things he’s interested in:

Mike has a competitive spirit which drives him to compete in challenging multi-sport endurance events. He’s completed in Ironman 70.3 (2014) and Ironman South Africa (2014).

His favourite quote:

I am the master of my fate, I am the captain of my soul” ~ William Ernest Henley

How you can get hold of him:

mike.fannin@carrickfs.com

LinkedIn

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Marco Floreale Carrick Investment Services

Marco Floreale

Managing Director

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, working his way up through the ranks to Managing Director, where he is passionate about leading and driving the international arm of Carrick in Mauritius. 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.

His favourite quote:

“I will persist until I succeed. I was not delivered into this world into defeat, nor does failure course my veins. I am not a sheep waiting to be prodded by my shepherd. I am a lion, and I refuse to talk, walk and sleep with the sheep. I will persist until I succeed.” ~ Og Mandino

How you can get hold of him:

00 44 203 1399 013

marco.floreale@carrickis.com

LinkedIn

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