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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…

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Advice & Comments
Building Greatness

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…

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Advice & Comments
Personalising Your Financial Portfolio

It makes sense to consider personal preferences when building a financial portfolio, but certain biases may affect your wealth creation outcomes negatively. Anthony Palmer, Group Commercial Director at Carrick Wealth, explains what to look…

Advice & Comments
Property Management During Changing Times

London, New York, Hong Kong, Dubai. Africa’s super-wealthy have long chosen to make high-end property investments in major global cities which are prized for their quality infrastructure, stability and long-term investment credentials.   Property is a firm favourite with African…

Advice & Comments
8 Reasons to Invest in Property Now

Purchasing and renting out residential property is one of the biggest global wealth generators. Here are some sound reasons to consider property as part of your investment strategy.   1. Property has a high tangible…

Advice & Comments
Week in Review: U.S. Inflation Front-of-mind

U.S. inflation was front-of-mind amongst investors this week, with the hope that the August data release would provide some insight into the Federal Reserve’s policy meeting next week. Key to…

Advice & Comments
The Psychology Of Wealth

Everybody thinks they want to be rich but what most people are really after is wealth. The main difference between being rich and wealthy is how sustainable your wealth is.    A rich person might only have…

Advice & Comments
Making Your Money Last During Retirement

Your golden years are the time when you want to do all the things you didn’t do when you were younger, travel, learn a new skill, play golf, fish, or simply spoil your grandchildren.   However, to ensure that your investments and retirement savings can stretch, for potentially 20…

Advice & Comments
Emigration: What Are Your Options?

An ancestral visa isn’t your only ticket to emigration. South Africans who are looking to relocate overseas can also seek residency – and possibly citizenship – through investment.   “It is a sad…

Advice & Comments
Week in Review: Growth vs Inflation Weighs on Sentiment

The August producer prices index released on Friday, had its biggest advance on record since 2010, with wholesale costs for businesses rising by 8.3% on an annualised basis and 0.7%…

Advice & Comments
When It Comes To Wealth Management, Is Bigger Better?

A mega wealth management firm with a value of about US$4.3 billion – roughly the same amount that Portuguese football star Ronaldo wiped off Coca-Cola’s value when he snubbed the drink during a press conference…

Advice & Comments
The First Steps Of Your Wealth Journey

Ready to invest, but don’t know where or how to start? Cover these basics first.   You don’t have to be an MBA graduate or a financial wiz to start investing.…

Advice & Comments
Factor Investing: What Do You Need To Know?

When you invest with a particular goal in mind, you require a strategy that fits your expectations. Like any good recipe, the best place to start is by assembling the ingredients and…

Advice & Comments
Week in Review: US Hiring Slows

Major US indices retreated on Friday after the August jobs report came in short of expectations with the U.S. economy creating 235,000 jobs in August, a sharp deceleration from previous…