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.

We understand that managing wealth is a deeply personal and emotional decision, and that is why we take the time to get to know each client on a personal level. Our goal is to provide our clients with the knowledge and resources they need to make informed financial decisions and achieve their financial goals with confidence.

Our Core

Our passion for delivering personalized and client-centered financial advice has driven us to establish an independent business model that is free from the constraints and biases of any financial institution. This independence allows us to provide impartial and objective financial advice, tailored to the unique needs and goals of each client.

We believe that our background in big banks combined with our commitment to a client-focused business model sets us apart from traditional wealth managers and provides added value to our clients. Our mission is to empower our clients with the knowledge and resources they need to make informed financial decisions and to help them achieve their financial goals with confidence.

Onboarding Process

Becoming a client with Core Capital Management is a straightforward, efficient, and transparent process that involves switching to one of our preferred business partners. Our experienced team is dedicated to ensuring that your on-boarding experience is seamless and stress-free.

At Core Capital Management, we take the time to understand your specific needs and help you determine which custodian bank best meets those needs. We provide clear and concise information about the benefits, drawbacks, and conditions of each option, so you are fully informed and comfortable with your decision.


Business Model

At Core Capital Management, we understand the importance of having a trusted and experienced financial advisor who has your best interests at heart. That is why we strive to be your personal and exclusive financial advisor, always sitting on your side of the table in all financial situations.

Our team of seasoned financial advisors has a deep understanding of the financial industry and the inner workings of traditional banks. We use this knowledge to provide our clients with the exact same level of security and protection that they would receive from a traditional bank, while also delivering personalized and objective financial advice tailored to their unique needs and goals.

Sweet Spot Clients

At Core Capital Management we help high net worth families and individuals who are looking for a comprehensive, customized and confidential wealth management solution. Our clients come from diverse backgrounds, but they all share a common desire to simplify their financial lives, optimize their wealth, and pass on their legacy to future generations.

We specialize in wealthy individuals and entities within the European Union with over 2,5M EUR in free assets. Our clients are often self-made business people and families who understand the importance of working with a trusted and experienced financial advisor.

Our Price Model

At our firm, we believe in a transparent and performance-based pricing model that aligns our interests with those of our clients. Our fees are directly tied to the financial results that we generate for you, ensuring that we are fully committed to delivering exceptional value and performance.

Our pricing consists of two components: a management fee and a performance fee. The management fee covers the cost of providing ongoing investment management, administration, and support services, and is charged as a percentage of your assets under management. The performance fee, on the other hand, is a percentage of the incremental gains generated above a predetermined benchmark. 

Customer Value Proposition

As a shared family office, we are dedicated to providing unparalleled wealth management services to high-net-worth individuals, families and entities. Our mission is to help you protect, grow, and transfer your wealth from one generation to the next, with the utmost professionalism, transparency, and integrity.

We understand that managing wealth can be complex and time-consuming, which is why we provide a one-stop solution for all your wealth management needs. Our services range from investment management, tax planning and estate planning, to lifestyle management. We bring together a team of experts with a wealth of experience in the financial industry, who are dedicated to delivering customized solutions that are tailored to your unique needs and goals.

Employer Value Proposition

At Core Capital Management, we understand the importance of hard work and dedication in achieving success. That’s why we attract and retain top talent by fostering a supportive and dynamic work environment. Our employees are highly qualified professionals with a passion for finance and an entrepreneurial mind-set.

We believe in providing our team members with opportunities to grow both personally and professionally. This includes a stimulating work environment, ongoing professional development and training, and access to innovative technology and tools. Our goal is to help our employees build fulfilling and successful careers, and to empower them to deliver the highest level of service to our clients.