Core Capital was initially founded by 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.
It's not our money and not the bank's money.
We are a group of financial advisors with a mutual background from big banks with a shared passion for an independent and client focused business model with no ties to any financial institutions.
Our Customer Value Proposition
We help financially successful business people and families with investable assets of EUR 2,5 Mio and above to protect and grow their wealth due to our independent and client focused business model.
Our Business Model
We act as your personal, independent and exclusive financial advisor sitting on your side of the table in order to protect and grow your wealth with the exact same amount of security provided by traditional big banks.
Our Sweet Spot Clients
Very often self-made business people and families who worked hard for their money who appreciate that we communicate and negotiate in their best interest in all aspects of financial planning and asset management.
Our Price Model
Our price model is directly correlated to the financial results that we generate for you as a client divided into a management fee and a performance fee.
Our On Boarding Process
Our on boarding process involves a switch to one of four highly reputable global banks due to specific reasons; speed of execution, responsiveness, attractive price structure and IT integration.
Our Employer Value Proposition
We are a partner driven, independent asset management company founded by a highly satisfied client. Just like our clients we work hard for our money. We are a great and highly successful place to work for entrepreneurial souls, who don’t need to be nursed to succeed.