Mike Preston
Private Wealth Manager
Mike began his career in the City of London in 1978 and has over 46 years of experience in the financial services sector. Drawing on his extensive experience, Mike develops personalised strategies to address complex clients needs with substantial wealth at the crossroads of transitions or significant life events. Mike’s approach is holistic in nature and addresses needs and questions of multi-generational families and their wealth.
Mike dedicates significant time to create a better client experience to enhance and foster client relationships via his highly personalised approach to the clients he serves while channelling the resources and capabilities of the firm to craft detailed, integrated strategies prioritising his clients' needs. Mike is particularly skilled in helping clients with concentrated wealth enact investment advisory and estate planning strategies to facilitate preserving wealth across multiple generations while enhancing diversification so that it can have the greatest positive impact today and for generations to come.
A PROMISE TO MY CLIENTS
I promise to be intentional in every aspect of my service, crafting tailored strategies that prioritise my clients' unique goals and aspirations. With a relentless focus on customer experience, I pledge to deliver personalised solutions that inspire confidence and peace of mind. I always approach my clients with respect, listening more than I speak and treating their concerns as though they were my own blood. In every interaction, I commit to upholding the age-old principle of the stewarding of wealth, guided by principles of integrity, diligence, and prudence. I vow to prioritise my client's financial well-being above all else, striving to preserve and grow their wealth with the utmost care and expertise. I pledge to act in their best interests, maintaining confidentiality, and upholding the highest ethical standards in all my dealings. With humility and respect, I commit to continuous learning and professional development to better serve those who entrust me with their financial future. This oath I take, with unwavering dedication, as a guardian of prosperity and trust.
A WORD OF RECOMMENDATION
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.
METICULOUS ONBOARDING
Our team of onboarding experts work around the clock ensuring the review of your KYC & AML application to the highest standards to give you the advantage of our service as soon as possible.
PERMISSION-BASED INFRASTRUCTURE
We understand that each customer is unique. Therefore, we have created an online platform which allows flexibility with accessibility levels.
PROTECTION & SECURITY
The protection of funds is of paramount importance to us ensuring that our processes are integrated with two-factor authentication and multi-level authorisation capabilities.
BEYOND BORDERS
There is no price tag on freedom
Please select a date from my calendar that suits you.
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