Jakob Kjelgaard. Managing Partner
Prior to founding Core Capital, Jakob held a position as Managing Director and Chief Investment Officer at a Luxembourg based family office and was previously Director and member of management at Credit Suisse (Luxembourg) S.A. Jakob has been active within wealth management for ultra high net-worth investors since mid 1980’s and brings along a significant experience from his assignments in the Far East, Isle of Man and Spain where he was working until coming to Luxembourg in 1992. Jakob is today a member of Core Capital’s Investment Committee.
Telephone +352 2621 1966
Mobile +352 661 656 600
Stefan Romlin. Senior Partner
Prior to founding Core Capital, Stefan held a position as Head of Asset Management at a Luxembourg based family office and prior to this he was a partner and responsible for an asset management team at H&Q AB in Sweden. Stefan has been active within wealth manage- ment since the beginning of 1990’s and brings along significant in-depth financial research experience specifically on strategic asset allocation. Prior to joining H&Q, Stefan worked for Nordea AB. Stefan is today Chairman of Core Capital’s Investment Committee.
Telephone +352 2621 1969
Mobile +352 661 767 700
Ole Korva. Senior Partner
Prior to joining Core Capital Ole held a position as Senior Investment Adviser at a Luxembourg based family office conducting strategic portfolio management for ultra high net worth families. Prior to this Ole served as Financial Adviser at Prudential Bache Int. and held a number of positions within wealth management at Danske Bank in Denmark and Luxembourg. Ole focuses on our Danish investor relations, where he has an in-depth knowledge of the domestic financial market. Ole is a member of Core Capital’s Investment Committee.
Telephone +352 2621 1968
Mobile +352 661 767 540
Nils Brolund. Managing Partner
Prior to joining Core Capital, Nils held a senior position as Executive Director at Nordea Bank S.A. Luxembourg, and was previously Director at Lloyds TSB Bank, Luxembourg responsible for the bank’s Private Banking activities. Nils has been active within global wealth management for ultra high net-worth investors for more than 25 years and brings along a significant experience from his previous position in Singapore and working experience with private clients in The Far East, Europe and Middle East. Nils has been based in Luxembourg since 1992.
Telephone +352 2621 1954
Mobile +352 691 656 005
Carsten Bjerg-Petersen. Senior Financial Adviser
Prior to joining Core Capital, Carsten held a senior position as Private Banker at Danske Bank International in Luxembourg, and was previously working as Private Banker in both Switzerland and Denmark. Carsten has been active within global wealth management for ultra high net-worth investors for more than 15 years and brings along a significant experience from his previous positions and working experience with private clients.
Carsten has for many years been focusing on complex wealth structures and investments for his clients in order to optimize the wealth of his clients – and in order for them to fulfil their dreams and ambitions for themselves and their families.
He has been based in Luxembourg since 2007.
Telephone +352 2621 1961
Mobile +352 691 656 010
Max Tredal. Senior Financial Adviser
Max joined Core Capital in May 2015. Prior to joining Core Capital Max held a position in client advisory at Ålandsbanken Apb Swedish filial in Stockholm during four years. Max brings strength to the Core team in client advisory, securities valuation and asset management. Max is a member of Core Capital’s Investment Committee and holds a position as Financial Adviser. Max also has international experience from UK and South Korea. Max did his studies at Uppsala University in Sweden with a major in economics.
Telephone +352 2621 1963
Mobile +352 691 656 072
Jesper Hertz. Senior Financial Adviser
Prior to joining Core Capital, Jesper held a position as Chief Representative at Nordea Bank S.A. Luxembourgs representative office in Spain. Jesper has spent the last 28 years in Spain, servicing wealthy Scandinavian individuals living in Spain. This experience has given Jesper a solid background in Cross-Border issues together with his strong local network. Previously Jesper was working for 8 years on Copenhagen Stock Exchange as broker.
Mobile +34 609 507 256
Henrik Vestergaard. Head of Wealth Management Support
Prior to joining Core Capital, Henrik held a position as financial adviser with a Luxembourg based family office. Prior to that he worked several years together with Jakob Kjelgaard at Credit Suisse as Investment Adviser. Henrik is responsible for Asset Management support at Core Capital, as well as managing administrative relations to our selected business partners.
Telephone +352 2621 1967
Mobile +352 661 656 610
Keong Kong. Operations Manager
Prior to joining Core Capital, Keong has been working for the Luxembourg entities of two Brazilian financial institutions where he held the positions of Deputy General Manager and Head of Operations. He has 17 years of experience in the operational areas
of private banking, commercial banking and broker-dealer services gained in Luxembourg and London.
Telephone +352 2621 1958
Mobile +352 691 767 578
Jens Dahlberg. Analyst
Jens joined Core Capital in early 2015 and has since grown within the company. Today Jens is a part of the investment committee managing research and investment analysis. Being shaped by Core Capitals investment philosophy Jens brings a good understanding for the demands of clients. Jens is responsible for research, investment analysis and is the primary point of contact for investments.
Telephone + 352 2621 1957
Mobile +352 691 656 071
Camelia Belab. Wealth Management Support.
Multilingual and seasoned world traveller, Camelia offers a blend of complementary and diversified competences in business relationship, communication and administration. Camelia is Swedish native, and speaks fluent English, French, Greek and Arabic. Constantly driven by the famous “learning by doing”, she decided to settle down in Luxembourg in 2009 after travelling across the world for several years. Prior to joining Core Capital Management S.A., Camelia worked for Gucci. Camelia is currently supporting Core Capital Management S.A. wealth management team.
Telephone + 352 2621 1959
Mobile +352 691 560 565
Massimo Trifilio. Senior Financial Controller
Prior to joining Core Capital as Financial Controller, Massimo held a position in tax and accounting advisory services at PricewaterhouseCoopers in Luxembourg. Massimo brings strength in financial controlling and reporting to Core Capital. Prior to that he achieved his university degree in Italy with a major in economics and business management and has international experience from studying in Spain and Luxembourg. Today Massimo holds a position as Senior Financial Controller at Core Capital Management S.A.
Telephone +352 2621 1956
Mobile +352 691 656 073
Fredrik Holmqvist. Associate
Fredrik joined Core Capital as an Associate in Wealth Management during the summer of 2019. He studied Corporate Finance at Lund University in Sweden and immediately after finishing his studies in 2015 got admitted to Nordea’s graduate programme. At Nordea, Fredrik gained extensive experience from working with clients in the High- and Ultra High Net-Worth segments, and in 2016 he joined the bank’s international branch in Luxembourg. There he initially worked in a client facing role at the Swedish HNWI desk, and thereafter as an analyst in the Portfolio Management Team.
Telephone + 352 2621 1962
Mobile +352 691 656 008
Birk Andersen. Senior Financial Advisor
Prior to joining Core Capital, Birk held several positions within Wealth Management and Investment Advisory for many years in Denmark. In 2020 he relocated to Luxembourg where he has been advising predominantly Danish High Net Worth Individuals. Birk brings strength to our Team in asset management, investment advice and complex wealth structures. Birk has in the past, alongside his job, been training and doing lectures within the investment field, for colleagues in the financial industry. Birk holds a position as Senior Financial Advisor.
Telephone +352 2621 1965
Mobile +352 691 656 019