Core Wealth

Core Wealth is an independent financial services business providing tailored solutions to individuals and corporates. The business operates through three key divisions: Core Wealth Advisory Services, Core Wealth Managers, and Core Wealth Accounting and Consulting. Core Wealth Advisory Services delivers independent financial advice to individuals and corporates, focusing on the protection, organisation, and growth of their wealth through holistic financial planning. Core Wealth Managers is a Category II FSCA-registered asset manager responsible for managing all Core Wealth client portfolios. The division also provides strategic advice to local and international asset managers in areas such as product development, business growth, and process optimisation. Notable engagements include partnerships with Old Mutual Private Equity, a leading South African private equity firm, and Sparinvest, a global value equity and bond manager based in Denmark. Core Wealth Accounting and Consulting offers a full suite of accounting and tax consulting services, supporting individuals, entrepreneurs, and small to medium-sized businesses with compliant, efficient, and forward-thinking financial solutions.