Cape Town-based Carrick Wealth has launched a family office service to cater to the needs of ultra high net worth individuals.
Carrick says it "identified the need in the market for ultra high net worth individuals with significant investable assets who require services and offerings that are more sophisticated and bespoke than those of the typical retail adviser, but may be considered too small to qualify for such services offered by the large investment banks."
The new family office service focuses on incorporating a lifestyle management programme within the overall context of Carrick’s established local and offshore wealth management and investment services. The services offered will range from investment management, to fiduciary services, risk analysis and asset protection, property investment and management, lending services, large asset registration, and a lifestyle concierge.
The first Carrick offices to offer these services are its Johannesburg office in South Africa, and its office in Mauritius. Family office services will be extended to Carrick’s other offices in due course.
Headquartered in Cape Town, Carrick Wealth has local offices in Johannesburg and Durban and an international footprint in Botswana, Malawi, Mauritius, Zimbabwe and Kenya.