The Carrick Group is a financial services provider specialising in financial planning, integrated wealth management and investment solutions for high-net-worth (HNW) clients in South Africa, across the African sub-continent and internationally.
We are also licensed in Zimbabwe, Zambia, and Malawi and hold three global licenses in Mauritius. For the past eight years, Carrick has won a string of prestigious international best practice awards as a financial and investment advisory, more recently the team won “Best Adviser Firm in South Africa” and “Excellence in Advisory Best Practice for Africa”.
The MyLnd Programme Brochure
Wealth exists within a historical context and understanding the generational momentum is critical to our advisory process.
People often see wealth as a largely two-dimensional snapshot. Carrick understands the three-dimensional perspective of a broader family group and a historic reality.
To enable us to provide a proposal that is considerate of this more complex environment, we research and understand the history of the family we are advising and their wealth.
A deeper analysis is critical to enable an advisor to provide thoughtful advice.
At the same time, we believe in finding simplicity, but the simplicity we need to find sits at the other end of complexity. We will need to work through the complexity of the family, the wealth, and the desired succession outcomes, prior to arriving at solutions that are simple to present and understand.
The higher the continued contribution of family members to their own wealth and sustenance, the lower consumption. The lower the consumption, the higher the ability to invest against the effect of inflation, and the higher the ability to grow the assets faster than the dilution that is inevitable with every added generation.
To get this right is therefore absolutely critical and must be done at the highest hierarchical level.
Regarded as one of the fastest-growing financial services organizations in Africa, since its inception in October 2014, Carrick is placed firmly at the forefront of international wealth-management businesses.
Our leadership are all African’s, with deep international experience. We know what it means to live on this beautiful continent and the challenges that need to be planned for. Our business is all about relationships and solutions. We work with clients to analyse their current situation, then design and build specialised bespoke structures and international investment solutions to effectively manage our clients and their family’s risk. We understand what it takes to build wealth and what is needed to preserve, protect, and efficiently grow that wealth seamlessly to pave the road for future generations.
We believe independence is of paramount importance in an environment that can be complicated and opaque. Our complete independence gives Carrick unrestricted access to the best global players in the market, allowing us to provide completely objective advice, across structures and investments, with no conflict of interest.
Our business has grown by building trust and exceeding expectations. Our proven success is supported by end-to-end processes focusing on exceptional service and solution-driven strategies. We understand that investors, given their focus on expanding their investment portfolios, may sometimes divert their attention from effectively overseeing their existing assets. This can potentially result in the undertaking of substantial, unforeseen risks.
This is where Carrick Consult comes in as an important part of your overall financial planning. Carrick Consult, a subsidiary of Carrick Wealth, provides independent professional services to assist clients with personalised fiduciary and financial solutions. We assist HNW (High-net-worth) clients, families, and businesses with comprehensive strategies to optimise their financial portfolios and protect their assets.
Carrick Consult provides fiduciary and financial services with the greatest care and professionalism through a team of specialist attorneys, accountants, and tax practitioners. We believe in comprehensive estate planning to preserve your wealth for future generations with attention to detail and a complete understanding of our client’s unique business and family circumstances.
Divisions of The Carrick Group of Companies
Carrick Consult
Carrick Consult provides independent professional services to assist clients with personalised fiduciary and financial solutions. We assist HNW (High-net-worth) clients, families, and businesses with comprehensive strategies to optimize their financial portfolios and protect their assets. The Carrick Investment Committee conducts full due diligence on all partners and products to ensure that they meet Carrick’s high standards of transparency, track record, consistency, and reputation. While Carrick forges beneficial partnerships with industry leaders in the fiduciary and financial services field, we also always maintain our full independence for our clients to benefit from the best objective and professional advice.
Carrick Wealth
Carrick Wealth is an independent financial services provider specialising in financial planning, integrated wealth management and investment solutions. By building trust and exceeding expectations, we’ve become Southern Africa’s leading independent financial service provider.
Carrick International Property
Carrick International Property offers independent professional services to assist clients who wish to diversify their investment portfolios into property. We assist HNW (High-net-worth) clients and families invest in property across secure, high-growth and developed property market jurisdictions.
Carrick Athena
Carrick Athena is a community of like-minded women who are taking charge of their financial future by talking openly and freely about their relationship with money. We know that women think differently about money. So do our Private Wealth Managers. Our women-led team understands that building trust is what matters most if you want a relationship to thrive.
LNKD Investment Managers
LNKD Investment Managers is an approved category II investment manager, focused on the delivery of personalised investment management services.
Carrick Catalyst
Our alliance program, Carrick Catalyst, is designed to pair our skills, experience, and solutions with those of select specialist providers who are leaders in their fields, to better serve clients.
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In this edition of Estate Livings ExpertInsight webinar series, we discuss Carrick Consult innovative programme that has launched to streamline estate planning and execution.
The MyLnD™ Programme will give your estate plan a ‘dry run.’ By simulating the execution of your estate plan, you can identify any errors that might have gone unnoticed, while at the same time making improvements.
