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.
Company Details
- Employees
- 13
- Founded
- -
- Address
- Office 4, Heritage Square, Corner Of Vrede And Gladstone Streets,south Africa
- Phone
- 270219759032
- in****@****h.co.za
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- corewealth.co.za
- Keywords
- Investment management, Financial planning, Estate planning, Life and short term insurance, Medical aids, Group Employee Benefits, Tax, Bookkeeping & Accounting.
- HQ
- DURBANVILLE, Western Cape
Core Wealth Managers Questions
Core Wealth Managers's helpline number is 270219759032
Core Wealth Managers's website is corewealth.co.za
Core Wealth Managers's LinkedIn profile is https://za.linkedin.com/company/core-wealth-managers
Core Wealth Managers has
13 employees.
View email and phone details for 13
employees at Core Wealth Managers.
Core Wealth Managers's industry is
Financial Services
Core Wealth Managers's top competitors are
Core Wealth,
Denker Capital,
Portfolium (Pty) Ltd,
Sterling Private Wealth (Sa),
Integrity Asset Management,
Cornerstone Financial Services Group,
Raise Africa Investments,
Aylett & Co. Fund Managers,
Bluealpha Investment Management,
Umthombo Wealth (Pty) Ltd.
Core Wealth Managers's support email address is info@corewealth.co.za
Core Wealth Managers's categories are Financial Services
Core Wealth Managers's founding year is 2008
