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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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6 Insights into Sustainable Investing 

Luis Levy, CEO of StrategiQ Capital, a trusted investment partner of Carrick Wealth, answers clients’ questions about value-based investment options.   1. Is investing in sustainable funds riskier?  Firstly, sustainability is here to stay. Investors are recognising the importance of…

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Men and Women – Different Investment Universes

A number of surveys across the world have found that men and women have different priorities when it comes to managing their money. Understanding these differences will impact how a person will…

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6 Things to Consider When Planning for Retirement

Planning for retirement is a fundamental part of your personal financial plan and should be a long-term goal. In order to ensure you have the funds you need when you reach retirement…

Advice & Comments
Scott Irving Joins the Carrick Group as General Manager: Carrick Property

The Carrick Group is pleased to announce the appointment of Scott Irving as General Manager: Carrick Property effective 14 June 2021. Scott brings experience and innovation to this leadership role.…

Advice & Comments
Week in Review: G7 Leaders Meet to Discuss Vaccines and Climate Change

The 47th G7 (Group of Seven) summit is currently taking place from 11–13 June 2021 in Cornwall in the United Kingdom. The G7 is an organisation of the world’s seven…

Advice & Comments
Interest Rates and What They Mean for the Investor

As wealthy African investors are doubtless aware, interest rates on the continent are, in many cases, at near-record lows as governments try to stimulate economies hard hit by the pandemic and its aftermath. We expect…

Advice & Comments
The Golden Triangle

The UK property market has another great offering for smart investors – this time it’s a brand-new development in Kent’s number one business location.  Carrick Property, in association with our highly experienced and approved partners and developers, has a new…

Advice & Comments
Your Pension Is Not Enough

Too many people believe that their pension fund is sufficient to be financially secure into the future. This, however, is an erroneous assumption. Given longevity due to medical advances, inflation and the volatility of markets, your pension planning is no longer something you can…

Advice & Comments
Week in Review: Stocks up, Dollar down on Jobs Report

The U.S. jobs report remained in the spotlight this week, with Friday bringing the closely watched monthly nonfarm payrolls report. The U.S. added 559,000 jobs in May, below consensus forecasts…

Advice & Comments
New Investors: Steps to Realise Your Financial Goals

Starting out on your financial journey can be daunting. By breaking it down into simple steps, it becomes easier to understand how to protect your income while building wealth and working towards long-term financial freedom. …

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Active and Passive Funds – Pros and Cons

It’s an age-old debate among investors and investment professionals. Should you opt for active or passive funds, and what are the pros and cons of both?  The great Warren Buffett, philanthropist, business tycoon and…

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Life Cover – Underpinning African Wealth

African economies are some of the fastest growing economies in the world. And with economic growth comes wealth. Today, more than ever, Africa’s wealthy want to ensure their wealth works…