About the Carrick Group
Our proven success in managing clients’ portfolios and investments is built on a high-trust, high-performance culture, and supported by end-to-end processes focusing on exceptional service and solution-driven strategies.
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. Carrick has its head office in Cape Town and additional offices in Johannesburg and Durban.
We are licensed in the UK, Zimbabwe and Malawi and hold three global licences in Mauritius. For the past four 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 Support Team” and “Excellence in Marketing”.
Carrick Group Service Offering
We offer the full spectrum of wealth management solutions and financial services for UK citizens as well as domiciled persons, with a focus on assisting clients with financial strategy inclusive of financial planning, asset management, foreign exchange, fiduciary services and tax liabilities.
Our South Africa based operation has proven success in managing clients’ portfolios and investments and is built on a high-trust, high-performance culture, focusing on exceptional service and solution-driven strategies. The South African team is able to assist South Africans living abroad with management of their local assets.
Secure financial freedom for our African clients through international property investment across secure and developed property market jurisdictions.
Carrick Consult provides personalised fiduciary and financial services to optimise our clients’ financial portfolios and protect their assets.
Assists existing advisors and financial advisory firms in growing their advisory practice inclusive of financial planning, asset management, property, foreign exchange and fiduciary services.
Assists clients with the process of obtaining foreign tax clearance from the South African Revenue Service (SARS) and facilitates a currency transfer of your funds at preferential exchange rates, ensuring you save money on the exchange rates from your bank.
The Carrick Philosophy
At Carrick, we set our sights on your financial goals. Whether it’s sending your children to a globally recognised university, retiring to a seaside home, or funding an ambitious business idea, we pave the way to your desired financial future. Our approach is personal and our investment solutions all-encompassing.
We are experts in offshore wealth management solutions, with an extensive global network of investment partners.
ESTABLISHED AND EXPANDING
Our business is well-established in Africa and fully licensed in South Africa, Zimbabwe, Malawi, the UK and Mauritius, where we hold three global business licenses.
Our value propositions include a diverse range of financial solutions, including fiduciary, offshore and onshore offerings. Our holistic approach addresses all your financial needs.