CONTACT US
We also continuously assess the considerable impact the digital
revolution is having on the way we do business and the needs of
a new generation of investors operating in the fast-paced digital
world. However, we remain very conscious of the ‘human touch’.
We therefore build client relationships by providing professional,
independent and personal advice and not simply by selling a
particular product. Among the many aspects to consider when
structuring a wealth management plan, it is most important to
have access to people who can advise you about the viability and
soundness of your entire investment strategy, short- and long-term.
By utilising today’s revolutionised connectivity, including video
conferencing among others, Carrick Wealth Specialists are able to
maintain regular face-to-face contact with clients wherever they
are based, ensuring that their investments continue to work for
them. Carrick prides itself on matching clients’ mobility with their
investment needs and expectations.
Carrick
is
renowned
for
its
independence,
transparency,
professionalism, and ability to put together dynamic wealth
specialist teams that are there to serve all your financial planning
needs. The Carrick team is also well-travelled and globally
experienced. They have first-hand experience and knowledge of
the needs and concerns of expatriates.
Carrick is here to understand your needs and your goals and provide
financial advice that will grow your wealth, make sure you protect
it, and will ensure you preserve it for your family and their future…
no matter where in the world you are.
For more information on managing your wealth contact
Senior Wealth Specialist Brigitte Rupp at Carrick
Investment Services. Brigitte has more than 30 years’
experience in client management within the hospitality
and financial services industry and an excellent track
record within the wealth management sector advising
and assisting international high net-worth clientele.
She can be reached on +230 (0)58 582 520 or alternatively
at [email protected]
www.carrickis.com
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