Professional Investment Management

At Core Private Wealth, our investment management services centres on delivering institutional-grade investment capabilities to our private clients. For each unique household we craft portfolios that align with your wealth preservation and growth objectives while providing access to exclusive deal-flow that aims to enhance your long-term returns.

Our approach combines proven investment excellence with carefully selected opportunities that extend beyond traditional asset classes and listed markets. We understand that true wealth preservation and growth require a comprehensive investment strategy that considers both traditional and alternative investments to build resilient portfolios designed to perform across market cycles.

Our investment process is built on several key pillars:

  • We construct portfolios that reflect your specific circumstances, combining investments to create truly diversified portfolios. Our investment team carefully considers factors such as liquidity requirements, tax efficiency, and risk tolerance to ensure your portfolio aligns with both your immediate needs and long-term objectives.

  • Through our extensive network, we provide access to a broad range of investment opportunities. Our focus remains on identifying and selecting investments that complement your core portfolio while maintaining alignment with your overall wealth strategy.

  • Our investment team continuously monitors and adjusts portfolios in
    response to changing market conditions and emerging opportunities. This dynamic approach ensures your portfolio remains aligned with your objectives while capitalizing on market opportunities across asset classes.

  • Our investment decisions are supported by rigorous research and due diligence processes. We also maintain relationships with leading global investment managers and research providers to ensure our clients benefit from institutional-quality insights and opportunities.

  • While traditional asset classes form the foundation of our portfolios,
    our deep relationships and extensive network enable us to provide access to select institutional-quality private market investments and alternatives that can enhance portfolio diversification. This measured approach to portfolio construction aims to provide additional sources of return while managing overall portfolio risk.

By combining sophisticated portfolio construction with access to carefully selected investment opportunities, we aim to preserve and grow your wealth across market cycles. Our commitment to excellence in investment management means you can focus on what matters most - living the life you envision while knowing your wealth is being managed with the utmost care and expertise.

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Asset Structuring 
and Protection

Having a skilled adviser who deeply understands tax and estate planning is indispensable for High-Net-Worth families.

Strategic Financial Advice

At Core Private Wealth, we specialise in delivering measured, intelligent advice tailored to the needs of high-net-worth individuals and complex households.

Wealth Administration

We understand that time is one of your most valuable assets. Whether you manage multiple entities, investments, or complex structures, we ensure that every detail is handled efficiently .

Intergenerational 
Wealth Planning

Legacy is more than inheritance – it's about creating lasting impact across generations.

Bespoke Needs

At Core Private Wealth, we understand that certain financial challenges require tailored solutions that go beyond conventional advice.

Philanthropy

Many of our clients at Core Private Wealth reach a pivotal point in their lives where they have secured more than enough wealth for their lifetime and future generations.