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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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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 - Nextracker, Solar powered tech

November, 2023

Braintree: The business payment gateway

Braintree is a popular payment gateway that allows businesses of all sizes to accept payments online and in-app. Read More

Core Asset Wealth Management - News - Nextracker, Solar powered tech

October, 2023

Our Review - Nextracker, Solar powered tech

NEXTracker is a solar tracking technology company that designs, manufactures, and sells solar tracking systems. Read More

Core Asset Wealth Management - News -South American Lithium Market Set for Growth

September, 2023

Why investing in renewable energy is a sound decision

Investing in renewable energy is a sound financial decision that can help investors reduce their risk. Read More

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