I want to begin with a heartfelt thank you to all our investee companies and IFAs who selected the Carmel Wealth Group as their partner in growth and succession.
We would not have succeeded this year without the unwavering support of our respected advisors and loyal clients. Your patience, adaptability and trust have helped us to plot a safe and secure course throughout this important year in our growth as a business.
The financial services industry is one of collaboration and co-operation, and we cannot function without the continuous and professional assistance provided by our product- and service providers.
Despite the obvious challenges we all met in 2024, we have so many reasons to be proud of this year. The resilience and dedication of my colleagues, along with incredibly supportive shareholders have enabled our journey towards becoming the “home that respects advisor choice”.
As we continue to build our capabilities, I want to thank our leadership teams and employees for going the extra mile to boost productivity, innovation and growth. Our business development team has seen major successes in recent months, with the conclusion of new acquisitions and delivering a strong pipeline from which to accelerate growth in 2025 and beyond. The depth of this support allows us to continue leveraging our unique business model to deliver tailored growth and succession solutions for investee companies and IFAs.
Reflecting on an extraordinary 2024, the most important thing for me is the validation of the culture we have built together – rooted in three core values:
- gaining and retaining the trust and respect of our clients,
- working with a quiet determination to always deliver best-in-class, and
- pulling together as a team when the demands placed on us are at their most challenging.
These values have been reflected by our clients, advisors, employees and supplier partners. It is this, above all else, that gives me confidence in our ability to become stronger and better together in future.
I send you our best wishes for the festive season and good health and fortune in the year ahead.
Sincerely,
Hans de Nysschen
Group CEO