For Women,
by Women.
Finance, but made personal;
Finance, but made powerful.
Carrick Athena wealth management and financial planning services optimized for women — and personalized for you.
We built Carrick Athena to amplify the wealth that women hold within themselves. To build wealth, to build legacy and to reframe. We wanted to create a platform that gives you the pen to build a financial strategy for your new story. Making financial empowerment a source of pride, not pressure.
Meet Seanagh, our Founder.
Our founder, Seanagh Fannin, has built a bridge between the old way of financial advising to an inclusive life goal model bound for greatness and, with an affinity to hear and see each one of her clients for who they really are, what makes her stand out is the assurance that she’s an active part of reaching their dreams and goals.
Where did Athena come from?
Carrick Athena was established by the Carrick Group of Companies to offer a focused offering to a specific audience – women like you. Its leadership team has over 100 years of wealth experience. Find out about Carrick’s notable history below.
The start
- Carrick appoints Signature of Hope Trust as Corporate Social Responsibility Partner.
USD 93 million assets under management
- Carrick Investment Services opens its doors in Mauritius and is awarded three global licenses to operate.
USD 141 million assets under management
- Carrick Wealth sponsors Chris Bertish as he completes the first solo transatlantic SUP crossing to raise donations for Operation Smile, providing free life-changing surgeries for children.
USD 192 million assets under management
- Carrick Wealth proudly commits to a 3-year sponsorship of the annual Schools Water Polo South Africa Inter-Provincial Tournament.
USD 270 million assets under management
- Carrick's local investment division is launched.
- Carrick Wealth South Africa is awarded Excellence in Business Strategy at the annual International Best Practice Adviser Awards.
- Carrick Wealth Zimbabwe hosts the prestigious Carrick Ambassadors Polo Cup tournament to raise funds for St Joseph’s home for boys.
USD 339 million assets under management
- Carrick Wealth South Africa is awarded Excellence in Marketing and Best Adviser Support Team at the annual International Best Practice Adviser Awards.
USD 444 million assets under management
- Carrick Wealth expands fiduciary and financial services offering and launches Consult division.
- A global team of 150 members provide Carrick clients with integrated wealth management and a euphoric client experience.
- Carrick Wealth South Africa is announced as the Best Adviser Firm in South Africa and wins Excellence in Business Strategy at the International Best Practice Adviser Awards.
- The Carrick Group launches a new franchise division; Carrick Partners.
USD 500 million assets under management
USD 564 million assets under management
- Carrick Wealth Malawi opens its doors in the city of Lilongwe.
- Carrick Wealth launches and opens an office in Lusaka, Zambia.
- Carrick Wealth South Africa has been awarded 7 awards at the International Adviser Best Practice Adviser Awards and won two categories at the International Investment Awards.
USD 564 million assets under management
- Carrick Wealth South Africa is awarded 5 awards at the International Adviser Best Practice Adviser Awards and won two categories at the International Investment Awards.
Join the Community and be Empowered
Carrick Athena is a community of like-minded women who are taking charge of their financial future by talking openly and freely about their relationship with money. Learn, be inspired and get connected at our events and seminars.