Who We Are
Big-firm expertise with boutique-level service
Core Wealth opened its doors in 2008 when founders Kevin French and Stephen Cole left large financial firms with a shared vision: to offer clients genuine support and protection during challenging times. They believed that guiding clients through difficult moments would build long-term partnerships where both client and advisor could flourish together.
From the beginning, Core Wealth was built on relationships, not advertising. Our growth has come through trust, referrals, and word-of-mouth, never through paid marketing, shortcuts, or incentive-driven sales. These traditional values, combined with our innovative approach to technology and our in-house investment research capabilities, have shaped us into one of the leading boutique wealth managers in the industry.
At the end of the day, clients want a wealth manager who is trustworthy and firmly in their corner. That is the standard we hold ourselves to. Our mission is simple – to help you protect, organise, and grow your wealth by putting you at the core of everything we do.
Our approach starts with you
Protect
We protect you from confusing advertising, complicated products, and poor financial decisions. We protect your wealth from unnecessary risks and excessive fees. We protect your family and assets through financial solutions that genuinely meet your needs.
Organise
We consolidate your investments to remove the hassle from managing your financial life and to ensure you're not paying unnecessary fees. We reduce your tax burden by structuring your portfolio efficiently and avoiding avoidable taxes. We balance your risk by optimising your asset allocation in line with your risk profile and long-term goals.
Grow
We help you grow your wealth by investing in ways that are aligned with your needs, your goals, and your timeline - always at a fair and transparent cost.
Our Investment philosophy
As stewards of our clients’ capital, we are committed to constructing and managing independently researched, long-term focused, valuation-driven, and well-diversified portfolios. Our singular purpose is to help our clients achieve their investment objectives in a risk-efficient and disciplined manner.
Our systems and technology enable continuous scanning of global investment opportunities, assessing more than 350,000 securities across funds, ETFs, and shares. This allows us to evaluate each investment against competing opportunities, providing essential context and helping us distinguish true value from potential underperformers.
We work deliberately to filter out the noise that does not contribute to sound decision-making. By focusing on fundamentals and maintaining a long-term perspective, we aim to capture the drivers of sustainable returns while avoiding unnecessary risk.