Strengths

• Competition
• Restorative
• Positivity
• Activator
• Achiever

Kevin French, CFA

MANAGING DIRECTOR

Kevin is the Director at Core Wealth responsible for Investment Strategies and Research with more than 20 years investment experience. In this role, he leads the investment team and advises individuals, retirement funds and also consults to asset managers on different investment related issues.

After completing his BCom degree at the University of Stellenbosch, Kevin began his working career in the accounting field, initially in his own business and then with Engen. At Engen he was able to follow his love for investments and became an analyst responsible for the Engen Retirement Funds’ portfolios of approximately R1bn. His focus was on asset manager analysis and evaluation and the management of a direct property portfolio.

Kevin joined Old Mutual in 1997 as a Fund Manager. In 2000, he was responsible for starting Old Mutual’s multimanager business SYmmETRY. He headed up the Investment Research at SYmmETRY which managed over R37bn of institutional and retail client assets. In July 2008 Kevin left SYmmETRY to form Core Wealth Managers.

Kevin received his charter as a Chartered Financial Analyst (CFA) in 2001 and holds a Diploma in Financial Markets & Instruments (Cum Laude) from the University of Johannesburg.