Samantha Bowen
Private Wealth Manager
Samantha was born and raised in Portsmouth, UK and attended school in the English country town of Petersfield. An entrepreneur at heart, Samantha ran her own business for five years before joining the financial services industry in a senior position with an international company.
Samantha emigrated to South Africa and joined an international financial services company where over a six-year period she grew their African footprint in Botswana and Zambia. Under Samantha’s helm, the teams achieved their best performances in 2012 and 2013. Samantha believes in continuous learning and expanding her skills. She has achieved certification from the Milpark Business School for financial planning and the Chartered Institute of Securities & Investment.
Samantha’s success in the industry didn’t go unnoticed and she was headhunted to set up the Cape Town office when Carrick opened its doors. Under Samantha’s leadership, her personal team dominated, achieving numerous awards for performance in 2015 and 2016. Samantha was personally nominated for the Annual Directors Award in 2015 and won the top Associate Award in 2016.
Things she’s interested in:
Samantha likes wildlife and landscape photography, and also enjoys exploring the wine estates around Cape Town.
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
I first met Sam in 2018 and was taken back by her enthusiasm for her job and for helping her clients. It comes as no surprise to me that Sam is one of the most successful advisers in the off-shore market and her passion for creating tax planning solutions for her clients is second to none. She is a pleasure to work with and she is always willing to help other advisers with their clients as well as her own.
- Stephen Neil Brooks | Wealth Manager Trainer - Coach - Mentor
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
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