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VerifiedFinancial Services· Founded 2008

Core Wealth Managers

Core Wealth is an independent financial services business providing services to individuals and corporates. The business has two operational legs, namely Core Wealth Advisory Services and Core Wealth Managers. Core Wealth Advisory Services provides independent financial advise to individuals and corporates ensuring the protection, organisation and growth of their wealth. Core Wealth Managers is a FSCA Category 2 registered asset manager and is responsible for the investment management of all Core Wealth clients. Core Wealth Managers also provides advice and service to local and international asset managers on product development, business development and process review. Core Wealth Managers has provided this service to Old Mutual Private Equity, a leading South Africa private manager and Sparinvest, a global value equity and bond manager based in Denmark.

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Employees12(11 to 50)Founded year2008Websitecorewealth.co.zaLinkedIn profileLinkedIn

Verified contacts

11

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LinkedIn employees

12

11 to 50 range

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11

indexed titles

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Top roles at Core Wealth Managers

11 distinct titles indexed · top 10 shown.

  • 1associate advisor
  • 1certified financial planner
  • 1investment administrator
  • 1junior financial analyst
  • 1lead financial advisor
  • 1managing director
  • 1office administrator
  • 1partner - employee benefits
  • 1personal assistant
  • 1portfolio manager
  • +1more titles

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