Carrick Wealth: The Best Adviser Firm in South Africa
South African wealth management and investment firm Carrick Wealth has just been announced as the winner in the prestigious International Adviser Best Practice Adviser Awards 2020 as the Best Adviser…
At the Carrick Virtual Conference held on 14th January 2021, CEO Craig Featherby and his team outlined the strategy behind Carrick 2.0: The Next Chapter. When Carrick Wealth launched in 2014, it set about changing the face…
While cryptocurrencies like Bitcoin are gaining legitimacy among investors, there are still a number of red flags for investors to consider. Cryptocurrencies have gone mainstream. After years of being utilised, for the most part, for…
Trusts have been in existence since the 12th century. They were first established to protect the property of knights leaving England to fight in the Crusades. Today they still serve an…
U.S. stocks strengthened over the week as investors focused on the prospects of a robust economic rebound, improving vaccine supplies and increasing vaccination rates. The technology-heavy Nasdaq Composite Index (+3.12%)…
Once a person owns shares in a company it is very difficult under law to force them to sell their shares to either the other shareholders or the company. The…
For wealthy Africans the value of holding international, hard currency life cover might not seem obvious at first. But dig a little deeper, consider the rollercoaster nature of African currencies and legacy planning considerations, and the picture shifts. For anyone…
Most people have heard about the power of compound interest. Even world-renowned physicist, Albert Einstein had something to say on the matter. He called it the eighth wonder of the world.…
The holiday-shortened week capped off a strong first quarter for global equities. The S&P 500 Index hit the 4,000 milestone for the first time on Thursday with U.S. President Biden’s…
In an unprecedented low-interest-rate environment, international residential property has become an increasingly attractive investment prospect. This is even more true for African investors who seek consistent and predictable global income…
Carrick is in the business of looking after people’s wealth – helping clients achieve the best possible investment outcomes and realising their financial life goals. To this end, trust and integrity are key. Carrick partners with…
Automation, artificial intelligence and robotics are all around us. There are self-driving trains, self-parking cars, flying bots that identify and eradicate weeds on farms in Switzerland, and robotic librarians in…
With the one-year anniversary of the market bottom this past week, global stock-market performances over the past 12-months has been exceptionally strong. The market rebound has been powered by expectations…
Like a squirrel methodically stashes its nuts away for the winter, so can you ‘store’ your capital gains each year as part of a broader tax-management plan. Known as capital gains tax harvesting,…
