CAPE TOWN 21 May 2018 — Carrick Wealth today announced the appointment of Ben Nevin as Manager - Wealth Management and Advisory – Botswana.

Ben Nevin showed his leadership strengths while working as a Wealth Specialist for Carrick Wealth in the Western Cape, where he was also a member of the company’s internationally recognised award-winning Client Servicing Team in 2017.  

Carrick Chief Executive Officer Craig Featherby said that when he launched Carrick, one of the foundations of the business was to employ the best people they could find.

“From the get-go, Ben was decisive and maintained a high level of accountability,” said Featherby. “That, combined with his natural leadership ability, intelligence, and fortitude, made it an easy choice to head-up the Botswana office.

”Nevin, who holds a Bachelor of Laws degree from the University of South Africa and who attended the Carrick Development Academy (CDA) where he won the Top Wealth Specialist Trainee Award, said he jumped at the opportunity to head the Botswana office, and welcomed the challenge.

“My defining characteristic in the work place is my ability to fit in immediately and to add value fast — analysing situations and providing practical solutions is second nature to me,” he said.

Greg Stockton, Director: Wealth Management and Advisory, and who heads the Carrick International Division, said that Botswana — ranked 12th on the continent for the number of high net-worth individuals — was an important component in Carrick’s expansion in the rest of Africa.

“Botswana has political stability and a strong fiscal regulatory landscape, which makes for a great business environment in our sector,” said Stockton. “Nevin will hit the ground running and ensure we maintain a strong presence in the market.

”Nevin will take up his post with immediate effect.  He said that, “My career at Carrick thus far has reinforced in me the fundamentals of wealth management and creating lasting wealth for our clients. It remains our mission as a company — and my role as a leader — to grow, protect, and preserve our clients’ wealth.”

For more information, please contact:

Lynn Halliday
Marketing Manager
Carrick Wealth Management+27 21 201 1000 - ext. 1100  Or visit: www.carrick-wealth.com 

Note to Editors: Carrick Wealth is a registered financial services provider specialising in international financial planning. Carrick is also licensed in South Africa, Zimbabwe and Malawi, and holds three global licences in Mauritius. Carrick at all times maintains its independence with regard to product providers and asset managers, providing bespoke risk assessment, financial planning and other services to high net worth individuals (HNWI). Through our own qualified and experienced financial advisers, as well as through partnerships with industry leaders in the fields of foreign exchange, tax, international property, offshore bank accounts, trusts, wills and estate planning, Carrick is able to provide the highest levels of service for financial planning and investment requirements, both offshore and domestic.  

Lorge: Ready to make waves at Botswana’s Premier International Exhibition  

~ Global Expo Botswana ~ 2016 ~

04 November 2016
- By Genesis Articles Global

Introduction  

Lorge Consulting Services will be joining a host of key industry stakeholders, international and regional business delegates and strategic role-players gathering in Botswana, from the 23rd to the 26th November 2016. They will be attending the 11th Edition of the country’s premier business-to-business (b2b) and multi-sectoral exposition held in Gaborone and hosted by none other than the Botswana Investment and Trade Centre (BITC). This calendar-highlight event, known as the Global Expo Botswana (2016), will attract thousands of exhibitors and attendees over its four day duration. 

Why is Lorge Participating?  

Responding to a personal invitation, Lorge is strategically positioned to participate at a major trade and investment platform of this nature. As a specialist provider of Business Management (BMS) and Business Intelligence (BI) Solutions for the past 30 years, Lorge continues to enjoy a growing footprint in Southern Africa. The theme of this years Global Expo Botswana, being Unlocking Opportunities for Economic Growth, is one that is firmly endorsed by the dedicated Lorge team. This is reflected in the company’s loyal and expanding client-base, including progressive enterprises operating in various sectors of Botswana’s economy.   

Benefits to Exhibitors and Attendees at Global Expo Botswana  

There are a host of mutual and exhibitor-specific benefits that expo participants and attendees can look forward to. Likewise, there are several positive reasons why Lorge has specifically chosen to be represented at the expo this year:

• Organisations that rely on customised BMS and BI software solutions can personally meet with Lorge representatives and discuss their individual needs. This includes enterprises seeking supply and implementation of Sage X3, Sage 300, Sage CRM, Sage X3 People and Qlikview business and technology solutions.
• Prospective suppliers and organisations with synergistic intentions will also have the unique opportunity to network with company representatives and engage in meaningful discussions over the 4 day period.
• Existing customers, associates and networks in Botswana, already collaborating with Lorge, will also have an opportunity to meet with company representatives at the exhibition.
• Forward-facing local and foreign-based entities already operating in Botswana or those intending on entering the market, will be able to draw on Lorge’s extensive BMS and BI expertise in Southern Africa. Furthermore, Lorge prides itself on providing cutting-edge solutions that are adaptable, scalable as well as industry or business-specific. Again, the expo provides the ideal platform to speak directly with Lorge representatives and make relevant enquiries.

Why Botswana is the Ideal Host  

Lorge is dedicated to offering sustainable software solutions that enable businesses to streamline their processes, maximise their efficiencies and optimise their competitive advantages. In order to achieve this, in an intensely competitive and demanding market, the company strategically aligns with current trends. This approach fosters the accurate delivery of customised solutions, which meet the present-day needs of enterprises in evolving markets.   For organisations that are seeking quality-engineered BMS and BI solutions and would like to expand their footprint in Botswana as well as other markets in SADC, here are a few reasons why Botswana is the perfect location for a multi-industrial expo on this scale:

• The country is ideally situated in Southern Africa, being more or less geographically central in SADC. The location therefore serves as a strong gateway into other parts of the SADC region, while also affording preferential market access into SACU, EU, MERCUSOR and US markets.
• The prospective local market, estimates a substantial populous of around 200 million people.
• The country displays impressive political and economic stability that stands out in the continent of Africa.
• The country has a low tax regime, there are no foreign exchange controls and sovereign credit ratings (Moody’s, Standard & Poor, World Bank ease of Doing Business, Transparency International and so forth) compare favourably to other African nations.

Why choose Lorge?  

There are a host of reasons why Lorge has become the supplier of choice for a growing number of enterprises in Southern Africa. Recently Lorge also participated at the Finance Indaba 2016, where the CFO’s and key stakeholders of thousands of organisations had the opportunity to learn more about the incredible advantages of the software solutions offered. Here are a few more reasons why Lorge has earned an undisputed reputation as a market leader and award-winning specialist in its field:

1. With three decades of specialised experience, the company’s passionate workforce has successfully implemented over 10 000 users across a wide spectrum of industries.
2. Is a trusted Service Provider for more than 250 companies, including multinationals operating in Southern Africa.
3. Provides world-class systems, customised as per clients’ needs.
4. Maintains a strong customer-centric approach, from sales and implementation to technical and ongoing general support, thanks to the Dedicated Client Care Centre.
5. Is resourced with a Dedicated Sage Accredited In-house Training Centre. 

For further information on the Global Expo Botswana or to find out about our exhibition, contact our Marketing and Sales Coordinator, Bronwyn Delport on 010 594 9800. We look forward to meeting you and your delegation at the upcoming expo in Botswana, later this month.    

Media Contact

This Press Release is proudly brought to you by communications specialists Genesis Articles on behalf of Lorge Consulting Services

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Website: www.genesisarticles.co.za
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Cape Town, South Africa – 6 October 2016  

Carrick Wealth, the leading offshore investment advisory in Africa, is celebrating its second anniversary, and, in the same week, has opened an office in Gaborone that is fully compliant and regulated with the relevant authorities in Botswana.

The new Gaborone office in the Masa Centre is headed by Andrew Mhere, who is both the Managing Director of Carrick Wealth Botswana and Carrick Wealth Zimbabwe. He is supported by a team of diverse, highly qualified advisers.

With its headquarters in Cape Town and fully functioning offices in Johannesburg, Durban, Mauritius, Zimbabwe and now in Gaborone, Carrick Wealth is changing the face of the offshore financial services industry for high-net-worth clients and those starting out on their wealth journey.

[photo] Craig Featherby, Group Chief Executive Officer, says: “We’ve experienced extraordinary growth in such a short period of time and we are geared to extend the Carrick formula further into new markets in Africa.” 

In the 24 months that the Carrick Group of Companies has been in business, its growing team of specialist financial advisers is constantly kept abreast of all the changes regarding regulatory matters in the areas in which the Group operates.

A sophisticated technological platform is in place that keeps live-tracking of all activities connected with the industry, and with the business in particular, giving clients the surety that their investments are completely secure and monitored.  

As Carrick Wealth expands its footprint into Africa, it will be offering clients and advisers in each country the opportunity to experience professional, disciplined, innovative solutions and service. The Carrick team is growing, and now has 152 people working for the company – as against seven when Carrick first opened its doors exactly two years ago.

As the company celebrates its second anniversary, it can report that it has an advisory relationship with 787 clients, has over R2,2 million under management and has assisted in 443 QROPS pension transfers out of the United Kingdom into offshore structures.

Carrick Wealth offers clients in South Africa and elsewhere in Africa various financial and estate planning solutions, including the formation of offshore investment structures, portfolio management, private equity and venture capital asset allocations.        

MEDIA CONTACT:

Lynn Halliday (Group Marketing Manager)

CARRICK WEALTH
T: +27 (0)21 201 1000
This email address is being protected from spambots. You need JavaScript enabled to view it.
www.carrick-wealth.com