Strengths

• Learner
• Achiever
• Harmony
• Input
• Adaptability

Jacques Lubbe, CFA

PORTFOLIO MANAGER

Jacques joined Core Wealth in 2020 as an Investment Analyst. He holds both the CFP® and CFA designations. He started his career as a Financial Planner in 2013 focusing on investment management and retirement planning.

Upon deciding to specialise further in investments in 2017, he completed the CFA charter and pivoted into Discretionary Fund Management at Core Wealth Managers (CWM). His responsibilities include designing and maintaining the various risk-profiled model portfolios CWM offers together with the rest of the investment team.

Outside of work, Jacques enjoys spending time with friends, sports and learning new things.