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Financial Analysis
& Consulting

Core Asset Wealth Management provide financial analysis & consulting to a broad range of retail clients and businesses. With a highly skilled expert team of advisors, together we can make your future a successful one.

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Account
& Management

Core Asset Wealth Management provide each client with an online account in which they can view, edit & create trades. We offer full support and provide professional customer support online and offline.

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Knowledge thats easily accessible

Market Analysis
& Media

Core Asset Wealth Management have a full website section that is dedicated to the latest news & insights in the market. With a mixture of global markets and our own press releases, we ensure you are kept up to date.

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Use our integrated client login portal to access your information, view your trades, follow the latest markets and much more.

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Services We Offer

Core Asset Wealth Management offer a wide range of expert financial services.

Equities

Equities are the same as stocks, which are shares in a company. That means if you buy stocks, you’re buying equities. That means you’re a partial owner of shares in your company.

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Cryptocurrency

Cryptocurrencies are digital assets people use as investments and for online purchases. You exchange currency, like dollars, to buy “coins” or “tokens” of a certain kind of cryptocurrency.

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Offshore Funds

Offshore funds are mutual fund schemes investing in international markets. These funds invest in international markets either directly or have the option to invest in other funds in those markets.

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Fund Management

Funds management is the overseeing and handling of a financial institution's cash flow. The fund manager ensures that the maturity schedules of the deposits coincide with demand for loans.

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Asset Management

Asset management is the practice of increasing total wealth over time by acquiring, maintaining, and trading investments that have the potential to grow in value.

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Wealth Management

Wealth management is an investment advisory service that combines financial services such as investment advice & estate planning to meet the needs of clients.

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Who we are

Get to know about
Core Asset Wealth Management

As a global investment firm we work together to create long-term value for our investors, companies, shareholders, people and communities.

We manage $7.1 billion in assets, spanning 3 business segments and 415 investment vehicles, investing wisely and responsibly over the long-term.

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For more information on the services we provide contact us

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Featured News & Insights

Media from Core Asset Wealth Management
Core Asset Wealth Management - News - Porsche AG is brimming with analyst favor a little over a month after its landmark initial public offering.

November 21st, 2022

Porsche Stock Is a Wall Street Darling

The Porsche AG stock is brimming with analyst favor a little over a month after its landmark initial public offering. Read More

Core Asset Wealth Management - News - The Swedish BNPL fintech company Klarna, has raised $800 million in funding recently that adjusted their valuation from $45.6 billion a year ago to a $6.7 billion valuation now.

October 3rd, 2022

Klarna valuation drop reduces risk.

The Swedish BNPL fintech company Klarna, has raised $800 million in funding recently that adjusted their valuation from $45.6 billion a year ago to a $6.7 billion valuation now. Read More

Core Asset Wealth Management - News - Core Asset Wealth Management is a financial advisory. The company has recently expanded its services by launching new features to cater to trading assets.

September 28th, 2022

Core Asset Service review

Core Asset Wealth Management is a financial advisory. The company has recently expanded its services by launching new features to cater to trading assets.Read More

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