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For Women,
by Women.

Discover our purpose and meet the founder behind Carrick Athena.

After almost a year of research, we know that women think
differently about money.

So do our wealth specialists. The financial industry does not cater for women in the same way it caters for men, hence the very real investment gap which we strive to close. Our women-led team works closely with our clients to understand their personal wealth needs, because we also understand that building trust is what matters most if you want a relationship to thrive. We aim to inspire you to take your power back, embodying Athena, the Greek goddess of wisdom and the warrior spirit.

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.

Meet Seanagh at our Next Event

No shortcuts to success

The greatest of leaders will attest to the fact that there are no shortcuts to success. Wealth management is never a single step, but a life-long voyage, driven by sound financial principles.

Guided by experts

Guided by insight, rationalised by market research, and supported by rigorous due diligence, our team of Private Wealth Managers help navigate long-term wealth.

Unparalleled code of conduct

Trust is the foundation of our client relationships. We cultivate solid, long-term client relationships founded on the sound principles of transparency, honesty, and professionalism.

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.

Visit Carrick Wealth
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
The start
- Carrick Wealth is granted an FSP license to operate and head office opens door with 31 team members in Cape Town.
- Carrick appoints Signature of Hope Trust as Corporate Social Responsibility Partner.
USD 93 million assets under management
- The Carrick Group of Companies expands with offices launched in Zimbabwe and Mauritius.
- Carrick Investment Services opens its doors in Mauritius and is awarded three global licenses to operate.
USD 141 million assets under management
- Carrick Wealth South Africa is awarded Excellence in Business Transformation and Investment Planning at the annual International Best Practice Adviser Awards.
- 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 South Africa is awarded Excellence in Client Services and Marketing and Client Engagement at the annual International Best Practice Adviser Awards.
- 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 Wealth is granted its license and opens the first independent wealth management firm in Blantyre, Malawi.
- 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 and CSR partner Signature of Hope host inaugural annual gala dinner and raise R1 000 000 to rebuild the children’s burn unit at Kimberley’s Robert Managaliso Sobukwe Hospital.
- 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 group of companies launches international real estate company Carrick Property.
- 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
- Carrick group of companies launches new-look Concierge platform providing clients with secure anytime access to their global investment portfolio with real-time market valuations.
USD 564 million assets under management
- Carrick Group of Companies launches Carrick Athena, a wealth advisory division for women, by women.
- 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 International Property undergoes a rebrand.
- 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.