Craig Featherby, Group CEO of Carrick, is pleased to announce the promotion of Samantha Taylor-Bowen to Group Director of Training and Development for the Carrick Group of companies, where she will sit on the Board of both the South African and International divisions.

[PHOTO] Sam is the first woman to be appointed to the Board, in an industry that is largely dominated by men.

Her role as Group Director of Training & Development will largely be focused on developing, implementing and monitoring training programmes within the organisation; mentoring new and existing Associates in skills development so that they can continue to excel in the industry, and assisting with development of strategic training for the Group. Her leadership in this area is viewed as being vital to the growth of the business and the professional development of the various teams.

Samantha joined Carrick at inception (8th October 2014), and assumed a management role in Cape Town, having spent seven successful years as a senior Financial Adviser and manager for a large international brokerage. In the two years that she has been with Carrick, her track record as a Senior Adviser has been without par, with the highest income production level in the company. While the Sales division will be minus their most lucrative team member as a result of this promotion, the Group will profit from her leadership and direction in the continued maturation of the various business units, and in the organisation’s expansion plans.

She sees her role on the board as an exemplar to others within the company: that it is possible to work your way to the most senior levels through tenacity, skill, knowledge, experience and self-development. Her promotion is evidence of Craig Featherby’s belief that hard work and personal accomplishment should be rewarded with promotion where deserved, and her appointment to the Board of Directors is the first from within the ranks at company level. Taylor-Bowen will report directly to the Group CEO from 1 January 2017.

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
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www.carrick-wealth.com