Core Capital Management S.A. Information

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.