• SK +822 3782 6980
  • HK +852 5808 7009

About Us

Professional advisors with expert advice
Our solid background on finance

About Core Asset Wealth Management

Core Asset Wealth Management are a group of investment advisors that formed in 2012 to serve institutional and private clients globally. If you’ve worked hard and saved throughout your life, we can help you retire comfortably and confidently through tailored money management, industry-leading client service, illuminating insights and a fee structure aligned with your success.

Your goals and needs are unique, and we believe your portfolio should reflect that. We build portfolios tailored to each individual client. Our disciplined approach to building portfolios allows us to analyze the entire investment universe and find what we believe will lead markets moving forward.

Our Company Philosophy

Our primary objective is investment in high quality, high return assets in partnership with our clients, with a focus on asset class diversification in order to spread their exposure. Our unrivaled access to assets and managers, that are not widely available, allow us to offer superior terms and increased market responsiveness for the benefit of our clients.These partnerships attain our goal of an Investor First model for our clientele while diversifying them beyond just a Stock and Bond portfolio.

Our wealth management service strikes the perfect balance between a focus on stable returns and liquid cash flow for new assets. This helps to reduce the risk of exposure to market forces and creates and maintains profitable gains for our clients. At Core Asset Wealth Management, we work with our clients in identifying financial services options which are based on each individual’s specific needs. When it comes to investment and portfolio management solutions, we have established a referral arrangement with a select few portfolio managers whereby we introduce our clients to the benefits of having a fully discretionary managed account.

Our Company Ethics

The diversity of Core Asset Wealth Management’s employees is a tremendous asset. Core Asset Wealth Management is firmly committed to providing equal opportunity in all aspects of employment and will not tolerate any illegal discrimination or harassment of any kind.

In particular, it is Core Asset Wealth Management’s policy to afford equal opportunity to all qualified applicants and existing employees without regard to race, religion, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, citizenship status, genetic information, employment status, or protected veteran status or any other basis that would be in violation of any applicable ordinance or law.

More information on our company code of conduct

For more information on the services we provide contact us

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Our team members

An expert collection of financial professionals

William Smith

Co-Founder

wsmith@acg-wealth.com

Timothy Houston

Chief Marketing Officer

thouston@acg-wealth.com

Sally Millen

Director

smillen@acg-wealth.com

Paul Walton

Head of Private Equity

pwalton@acg-wealth.com

David Goldstein

Head of Venture Capital

dgoldstein@acg-wealth.com

Ha-rin Son

Financial Analyst

hrin@acg-wealth.com

Ari Jihon

Financial Advisor

ajihon@acg-wealth.com

Kim Yaiho

Financial Advisor

kyaiho@acg-wealth.com

Careers

Join our Global Team

As a growing company we are always on the lookout for exceptional financial talent to join the team

We are looking for the forward thinking people in the financial services sector. We have a very competative recruitment process that filters out the skills we look for. Every hire is important to us because we expect every person to make a difference.

  • Job Title: Senior Financial Advisor - Location: Hong Kong
    Job Description: We are looking for an individual with at least 10 years experience within a top tier financial institution.
    Join Us
  • Job Title: Senior Financial Analyst - Location: Seoul, Korea
    Job Description: We are looking for an individual with at least 10 years experience within a top tier financial institution.
    Join Us

Our Company Details

An expert collection of financial professionals

Phone

For more information please give us a call and one of our agents will respond

+822 3782 6980

Email

Send us an email with your thought or any questions you may have.

info@acg-wealth.com

Headquarters

Seoul Finance Center, 136 Sejong-daero, Jung-gu, Seoul, South Korea

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Trading Floor

International Commerce Centre, 1 Austin Road West, Kowloon, Hong Kong

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