Carrick Catalyst | Digital Brochure

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A HISTORY OF
CARRICK

CULTURE

We champion respect, integrity, professionalism, mentorship, character development and empowerment, and we seek out those who display the qualities we admire.

EXPERTISE

Our collective knowledge, gained from decades of experience understanding markets, risk, rewards and behaviours, allows us to strategise a plan based on our clients’ specific goals.

INTEGRITY

Integrity is at the heart of Carrick. As one of the leading financial advisory firms on the continent, we fulfil the fiduciary responsibility to always do what is in the best interest of our clients.

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2014

Carrick Wealth is granted FSP licence to operate and Head Office opens doors with 31 team members in Cape Town.

Carrick appoints Signature of Hope Trust as Corporate Social Responsibility Partner.

2015

USD 93 138 113.63 AUM

The Carrick Group of Companies expands with offices launched in Zimbabwe and Mauritius.

Carrick Investment Services opens doors in Mauritius and is awarded three global licenses to operate.

2016

USD 140 610 395.73 AUM

Carrick Wealth South Africa is awarded Excellence in Business Transformation and Investment Planning at the annual International Adviser Best Practice Adviser Awards. Carrick Wealth and Signature of Hope Trust sponsor Ocean Pioneer, Chris Bertish, as he completes the first solo tranatlantic SUP crossing to raise donations for Operation Smile and for The Lunchbox Fund in order to provide free life-changing surgeries for children with cleft lip, cleft palate and other facial deformities throughout Southern and Central Africa.

2017

USD 191 578 198.98 AUM

Carrick Wealth South Africca is awarded Excellence in Client Service and Marketing and Client Engagement at the annual International Adviser Best Practice Adviser Awards. Carrick Wealth proudly commits to a 3-year sponsorship of the annual Schools Water Polo South Africa Inter-Provincial Tournament.

2018

USD 269 803 255.82 AUM

Carrick Wealth is granted license and opens first independent wealth management firm in Blantyre, Malawi. Local Investment division is launched within Carrick Wealth. Carrick Wealth South Africa is awarded Excellence in Business Strategy at the annual International Adviser Best Practice Adviser Awards. Carrick Wealth Zimbabwe sponsors and hosts the prestigious Carrick Ambassadors Polo Cup tournament to raise funds for St Joseph’s home for boys.

2019

USD 349 135 902.54 AUM

Carrick Wealth and CSR partner, Signature of Hope Trust host inaugural annual gala dinner and raise R1 000 000 to rebuild the children’s burn unit at Kimberley’s Robert Mangaliso Sobukwe Hospital. Carrick Wealth South Africa is awarded Excellence in Marketing and Best Adviser Support Team at the annual International Adviser Best Practice Adviser

2020

USD 443 516 940.00 AUM

Carrick Group of companies launch international real estate company, Carrick Property. Carrick Wealth expands fiduciary and financial services offering and launch Consult division.A global of 150 team members providing Carrick clients with integrated wealth management and a euphoric client experience. Carrick Wealth South Africa is announced as the Best Adviser Firm in South Africa and wins Excellence in Business Strategy at the International Adviser Best Practice Awards. The Carrick Group launches new franchise division, Carrick Partners.

2021

USD 500 000 000.00 AUM

Carrick group of companies launch new-look Concierge platform providing clients with secure anytime access to their global investment portfolio with real-time market valuations.

2022

USD 500 000 000.00 AUM

Carrick group of companies launch a new matrix of products saleable only to B2B clients, providing institutions with an instant suite of financial management tools, experts and new business at their fingertips.

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A HISTORY OF CARRICK

CULTURE

EXPERTISE

INTEGRITY

A HISTORY OF
CARRICK