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Core Wealth Advisory Services

Financial Services

Specialities :
Financial planning
Investment management
Estate planning
Group employee benefits
Tax services

+3

revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50

Frequently Asked Questions About Core Wealth Advisory Services

What does Core wealth advisory services do?+

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 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...

What are Core wealth advisory services's specialties? +

Financial planning,investment management,estate planning,group employee benefits,tax services,bookkeeping and accounting services,life and short-term insurance,and medical aids and gap cover

What is Core wealth advisory services's industry? +

Core wealth advisory services operates in the Financial services industry.

What is Core wealth advisory services's revenue? +

Core wealth advisory services's revenue is 11m - 100m

What is Core wealth advisory services's company size? +

Core wealth advisory services has 11 - 50 employees.

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