HER WEALTH. HER WAY.
Wealth Advisory for Women by Women.
At Carrick Athena, we help women navigate their wealth journey with considered financial advice built around their lives, ambitions and priorities.
Because wealth is not simply about what you have.
It is about what it allows you to do next.
FOR THE LIFE YOU WANT TO LEAD.
As life evolves, so do your priorities, ambitions and the decisions you make about your wealth. From new opportunities and growing investments to planning for retirement, family and future generations, every woman’s journey is different.
At Carrick Athena, we take the time to understand what matters to you, providing experienced, personalised advice to help you make informed financial decisions with clarity and confidence.
Because your wealth should support the life you want to lead.
Where are you today?
There is no single Athena woman. Where are you on your journey?
Navigating change
Creating your wealth
Planning a legacy
How we help
Financial confidence for every chapter of your life.
A personalised wealth plan to create the life you want.
Investment Strategy
A wealth strategy that evolves with you, adapting as your life and priorities change.
Offshore Diversification
Creating a thoughtfully structured approach to global investing
Impact Investing
Growing your wealth while supporting the change you want to see.
Beyond Traditional Investments
Access to exclusive international investment strategies.
Every plan is lead by
Samantha Yates-Bowen
Managing Director at Carrick Athena.
Your next chapter
is worth planning for.
Women-first advice.
Backed by the strength of the Carrick Group.
Carrick Athena brings together a dedicated women-led advisory team with the experience, global reach and established financial expertise of the Carrick group.
10+ YEARS
of established wealth expertise
£500M+
assets under management
2,500+
high-net-worth clients
34+
industry awards
CONTACT
+27 (0) 21 201 1000
info@carrick-athena.com
Suite 1002, The Colosseum,
26 Century Boulevard,
Century City, Cape Town,
7441
@2026 Carrick Athena. All rights reserved. Carrick Athena (Pty) Ltd is a juristic representative of Carrick Wealth (Pty) Ltd (FSP 45621), an authorised Financial Services Provider. All financial advice is rendered by representatives of Carrick Wealth.