Core Wealth Managers

Core Wealth Managers

Financial-Services

DURBANVILLE, Western...
South Africa
Industry Category
Financial-Services
Company Description

Core Wealth Managers is a leading financial services business dedicated to providing comprehensive solutions to both individuals and corporate clients. With a strong focus on protecting, organizing, and growing wealth, Core Wealth offers independent financial advice and expert asset management services. Located at Office 4, Heritage Square, Corner of Vrede and Gladstone Streets, DURBANVILLE, Western Cape 7551, ZA, as well as 187 Terrace Lane West, Crossways Farm Village, Crossways, Thornhill, Eastern Cape 6375, ZA, Core Wealth Managers leverages its deep industry knowledge to deliver exceptional value.

Core Wealth Managers operates with two key divisions: Core Wealth Advisory Services and Core Wealth Managers. Core Wealth Advisory Services specializes in delivering independent financial counsel to individuals and corporations, ensuring their financial well-being. Core Wealth Managers, a FSCA Category 2 registered asset manager, is responsible for the strategic investment management of all Core Wealth clients. This dual approach allows Core Wealth Managers to provide tailored and effective financial strategies.

Committed to excellence, Core Wealth Managers also extends its expertise to local and international asset managers, offering advisory services on product development, business development, and process review. Core Wealth Managers stands ready to enhance your financial future. We invite the manager of Core Wealth Managers to create a customized and exclusive company showcase and product listing on our platform to further highlight your offerings.

Core Wealth Managers is 'n toonaangewende finansiële dienste-onderneming wat toegewy is aan die verskaffing van omvattende oplossings aan beide individue en korporatiewe kliënte. Met 'n sterk fokus op die beskerming, organisering en groei van rykdom, bied Core Wealth onafhanklike finansiële advies en kundige batebestuursdienste. Gevestig te Office 4, Heritage Square, Corner of Vrede and Gladstone Streets, DURBANVILLE, Western Cape 7551, ZA, asook 187 Terrace Lane West, Crossways Farm Village, Crossways, Thornhill, Eastern Cape 6375, ZA, benut Core Wealth Managers sy diepgaande bedryfskennis om uitsonderlike waarde te lewer.

Core Wealth Managers funksioneer met twee sleutelafdelings: Core Wealth Advisory Services en Core Wealth Managers. Core Wealth Advisory Services spesialiseer in die lewering van onafhanklike finansiële raad aan individue en korporasies, wat hul finansiële welstand verseker. Core Wealth Managers, 'n FSCA Kategorie 2 geregistreerde batebestuurder, is verantwoordelik vir die strategiese beleggingsbestuur van alle Core Wealth-kliënte. Hierdie dubbele benadering stel Core Wealth Managers in staat om pasgemaakte en effektiewe finansiële strategieë te verskaf.

Core Wealth Managers is toegewy aan uitnemendheid en brei ook sy kundigheid uit na plaaslike en internasionale batebestuurders, en bied adviesdienste oor produkontwikkeling, sake-ontwikkeling en prosesoorsig. Core Wealth Managers staan gereed om jou finansiële toekoms te verbeter. Ons nooi die bestuurder van Core Wealth Managers uit om 'n pasgemaakte en eksklusiewe maatskappy-vertoning en produklys op ons platform te skep om jou aanbiedinge verder uit te lig.

Key Personnel / Employees
Pauline van Zyl Matthew Beelders CFA Kevin French Justin Williams

Compare Companies Side by Side

Compare Core Wealth Managers with 3 companies in Financial-Services

4 Companies
Comparison Field
Core Wealth Managers
Core Wealth Managers
Main Company
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Founded Year
2019 2013
Company Size
51-200 501-1,000 2-10
City
DURBANVILLE, Western Cape Toronto, Ontario Tonbridge , Kent
Country
South Africa Canada
Skills & Keywords Comparing with main company
15 Total Skills
Financial Services Wealth Management Asset Management Financial Advisory Investment Management Financial Planning Corporate Finance Investment management Life & short term insurance Group Employee Benefits Tax Financial planning Medical aids Bookkeeping & Accounting Estate planning
12 Total 12 Unique
Unique Skills:
Alternative investments Assets Family office Finances Financial growth Hedge funds +6
11 Total 11 Unique
Unique Skills:
Alternative investing Business succession Family Office Insurance Legacy planning Philanthropy planning +5
12 Total 12 Unique
Unique Skills:
Corporate pensions Corporate planning Defined benefit pensions Final salary pensions Financial management Financial services +6
4
Total Companies
2013
Oldest Founded
2
Countries
49
Unique Skills

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Alternative Company Names

This company is also known as

Core Wealth Managers 核心财富管理公司 कोर वेल्थ मैनेजर्स مدراء الثروة الأساسية Основные менеджеры по богатству