Partners in Wealth

Our proven success in managing our client’s wealth is built on a high-trust,
high performance culture.

Our proven success in managing our client’s wealth is built on a high-trust, high performance culture.

At Carrick, we know there are no shortcuts to lasting financial success. Wealth is not the goal, but a means to live a longer, fuller life. Our Private Wealth Management team focuses on financial planning, diversification, and active portfolio management to help clients build and protect their wealth. We earn trust through expert, ethical advice and a commitment to capital preservation. By building strong, long-term relationships and leveraging our global partnerships, we offer an exceptional service and investment solutions that have places us as a leading provider in Africa.

The Carrick Group of Companies

Together, our group of companies extends this commitment even further. Carrick Wealth South Africa anchors our presence on the continent, while Carrick Catalyst in Mauritius is licenced to offer solutions to clients across the globe. Our fiduciary arm, Carrick Consult, provides expert guidance on estate and succession planning, and our specialist division, Carrick Athena, delivers tailored solutions for women. This breadth of expertise allows us to meet our clients’ needs at every stage of their financial journey, ensuring that no matter where they are or what their goals may be, Carrick has the right solution to help them succeed.

Our Leadership


Craig Featherby

Group Chief Executive Officer


Bryan Austen

Chief Operating Officer


Fred Van Niekerk

General Manager

Our Values

We are in the business of building the road to your future wealth.

Carrick’s History

During the past decade, Carrick has grown from being a handful of colleagues in Cape Town to becoming a multi-divisional international player. The excellence of our work has been recognised through multiple awards. Along the way we have also been privileged to be able to contribute to worthy social causes, making a positive difference not only to the lives of our expanding customer base, but to the community at large.

2014

The start

Granted an FSP licence to operate, the head office opens in Cape Town with 31 team members, alongside new offices in Durban and Johannesburg. 

The Signature of Hope Trust is appointed as Corporate Social Responsibility Partner. 

2015

USD 93 million assets under management

Expansion into Harare, Zimbabwe, with the opening of a new office. 

Carrick Investment Services begins operations in Grand Baie, Mauritius, after being awarded three global licences. 

2016

USD 141 million assets under management

In partnership with Signature of Hope Trust, sponsors Ocean Pioneer Chris Bertish in completing the first solo transatlantic SUP crossing, raising funds for Operation Smile and The Lunchbox Fund. 

Assets under management surpass USD 100 million 

Receives first industry recognition at the International Adviser Best Practice Awards, winning Excellence in Business Transformation and Investment Planning. 

Opens a third international office in Gaborone, Botswana. 

2017

USD 192 million assets under management

July marks the 1 000 day of operations milestone. 

Launches the Carrick Development Academy with 28 university graduates. 

Wins Excellence in Client Service and Marketing and Client Engagement at the International Adviser Best Practice Adviser Awards. 

Commits to a three-year sponsorship of the annual South African Inter-Provincial Water Polo Tournament. 

2018

USD 270 million assets under management

Granted licence to operate in Blantyre, Malawi, and introduces local investments division in South Africa. 

Assets under management surpass USD 250 million. 

The Zimbabwe office sponsors and hosts the Carrick Ambassadors Polo Cup to raise funds for St Joseph’s Home for Boys. 

Wins Excellence in Business Strategy at the International Adviser Best Practice Adviser Awards. 

CEO Craig Featherby ranked in International Adviser’s Top 100 Industry’s Most Influential list. 

2019

USD 339 million assets under management

Together with Signature of Hope Trust, hosts a gala dinner to raise funds to rebuild the children’s burn unit at Kimberley’s Robert Mangaliso Sobukwe Hospital. 

Wins Excellence in Marketing and Best Adviser Support Team at the International Adviser Best Practice Adviser Awards. 

CEO Craig Featherby ranked in International Adviser’s Top 100 Industry’s Most Influential list. 

Assets under management surpass USD 300 million. 

2020

USD 444 million assets under management

Launches international real estate company, Carrick Property, and expands its fiduciary and financial services with the creation of the Consult division. 

Named Best Adviser Firm in South Africa and winner of Excellence in Business Strategy at the International Adviser Best Practice Awards. 

Assets under management exceed USD 400 million. 

2021

USD 500 million assets under management

Unveils redesigned Concierge platform, offering clients secure, anytime access to their global investment portfolio with real-time market valuations. 

2022

USD 564 million assets under management

Launches Carrick Athena, a Private Wealth Management division for women, by women. 

Awarded a licence to operate and opens an office in Lusaka, Zambia. 

Assets under management surpass USD 500 million. 

2023

THE CARRICK GROUP  |  OUR HISTORY 

Carrick Wealth debuts a new and improved corporate website. 

Is recognised for excellence in the industry with 7 awards from the International Adviser Best Practice Adviser Awards and Investment International Awards. 

Assets under management surpass USD 600 million. 

2024

THE CARRICK GROUP  |  OUR HISTORY 

Partners with leading integrated investment management and fund solutions provider, the Marlborough Group. 

Opens a new office in Pretoria, South Africa, and expands into Windhoek, Namibia. 

Sponsors Amber Fillary in her successful Guinness World Record attempt for the longest under-ice swim in a single breath. 

Mauritius-based operations are rebranded as Carrick Catalyst, delivering B2C and B2B solutions to a global market. 

Our Offices

Zimbabwe

From diversifying investments to securing your child’s education, Carrick delivers offshore wealth strategies, global property access, and trusted guidance.

Nigeria

Looking to optimise your portfolio, fund international education, or preserve wealth? Partner with Carrick for expert advice, offshore solutions, and global property.

Zambia

Whether you’re growing your wealth, funding education, or planning for the next generation, Carrick offers offshore solutions, international property, and expert advice.

Namibia

Carrick helps you invest wisely—whether it’s building wealth, planning for education, or creating a legacy—with offshore investments, property, and expert consulting.

Connect with our Team

We will connect you with a Private Wealth Manager to get your journey to financial freedom started.