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From time immemorial, lions have always depicted strength, skill, protection and strategy. We went back in history, through the ages of mankind, through many cultures and many nations and found that in days of old, legend has it that lion statues were built at ports and at the entrances to cities as a symbol of majesty and awe to ‘protect’ their health, wealth and honour.

Fast forward seven centuries and we look to a new kind of vanguard; one of financial destiny, capital investment, growth and preservation. The cornerstone of Carrick's success is to serve as your vanguard. This is the significance of our vanguard lion; protecting and preserving growth. 

We took it one step further, when Carrick Catalyst was born; we aspired to more than your average wealth advisory firm. We had a wildly important goal... to be a catalyst in the very essence of the word.

To change the world, one legacy at a time.


We serve a special kind of client. One who is different. One who is driven by an other worldly force with a need to thrive, to reach the highest heights, be it the moon or Everest. Here’s to the ones who think they can change the world. Because those are the ones who do.


History of Carrick





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.

Image by eberhard 🖐 grossgasteiger
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Carrick Catalyst is an award-winning luxury boutique wealth management firm with three global licences exclusively serving Africa. As an independent firm, our commitment to impartial advice and regulatory compliance ensures your wealth, privacy and interests are protected. ​Our tailor-made financial solutions prioritise your unique needs, and our expertise in wealth management drives the growth of your wealth with a dedication to excellence that sets us apart. With more than 400 years of experience between our advisers combined, we understand that as your wealth grows, so do the intricacies of managing it. Tracking every moving piece no longer takes all of your time. We work with you to quarterback everything from a single point of contact.

We work with successful individuals who aspire to a long-lasting financial legacy, and as a leader in wealth management, we understand that knowledge is wealth, and we speak the language of leadership. We build a robust partnership with our clients offering the expertise and guidance needed to achieve all your financial goals. Our client-centric model prioritises you above all else. We are here for you with a dedicated team you can access at all times so that you can spend more time on the things that matter.


We promise to be intentional in every aspect of our service, crafting tailored strategies that prioritise our clients' unique goals and aspirations. With a relentless focus on customer experience, we pledge to deliver personalised solutions that inspire confidence and peace of mind. We always approach our clients with respect, listening more than we speak and treating their concerns as though they're of our own blood. In every interaction, we commit to upholding the age-old principle of the stewarding of wealth, guided by principles of integrity, diligence, and prudence. We vow to prioritise our clients' financial well-being above all else, striving to preserve and grow their wealth with the utmost care and expertise. We pledge to act in their best interests, maintaining confidentiality, and upholding the highest ethical standards in all our dealings. With humility and respect, we commit to continuous learning and professional development to better serve those who entrust us with their financial future. This oath we take, with unwavering dedication, as a guardian of prosperity and trust.

Our Promise
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