Our Core 

We are a group of financial advisers, with a mutual background from big banks, and with a shared passion for a client focused business model, without ties to any financial institution.

_________________________________________________________________________________

Our Mission Statement 

To be the client’s trusted advisor in all aspects of wealth and asset management.

_________________________________________________________________________________

Our Story 

Core Capital was founded together with a highly satisfied client, who sought a “personal CFO”. He trusted us with his wealth because we shared the same philosophy; that money and wealth is, and always will, belong to the client. Since it is not our money, nor the bank's money, the utmost respect and integrity is required when giving advice.

_________________________________________________________________________________

Our Customer Value Proposition 

We help financially successful individuals and families, with investable assets of EUR 2,5 Mio and above, to protect and grow their wealth through our client focused business model.

_________________________________________________________________________________

Our Business Model 

We act as your personal and exclusive financial advisor, who sits on your side of the table in all situations, in order to protect and grow your wealth with the exact same level of security provided by traditional banks.

_________________________________________________________________________________

Our Sweet Spot Clients 

Our clients are very often self-made business people and families who has worked hard for their money and appreciate a business partner that acts in their best interest in all aspects of wealth and asset management.

Core Capital Management S.A.

Org chart

Teams

Offices