Why meaningful wealth management is about much more than money

At Old Mutual Wealth we offer no generalist solutions. Together with your financial planner, our team of experienced specialists go to great lengths to understand what really drives you.

We are a wealth management business that is built around you. We partner with individuals, families, trusts and corporates and our investment approach is based on a holistic view of your wealth. Not only the assets you hold with us but a complete picture that considers your wealth today, and your ambitions for tomorrow.

A WORLD CLASS INVESTMENT DESTINATION
In addition to our wide range of funds and inflation-targeting investment strategies, we offer a range of specialist wealth management solutions:

Old Mutual Wealth Private Client Securities
Specialising in crafting tailored investment portfolios, your highly-skilled Private Client Portfolio Manager will work with you to select the best and most suitable investments (locally and offshore) based on your strategy, our extensive research and collective insights. This level of individual attention and interaction is a defining standard in the personal service we provide to each of our clients.

Old Mutual Wealth Treasury And Advisory Services
Our experienced team finds the most appropriate cash and guaranteed rate instruments and expertly negotiates preferential interest rates with various financial institutions on your behalf.

Why meaningful wealth management is about much more than money 1

Old Mutual International
Locally–based offshore specialists provide you with access to a wide range of international assets and investment funds from some of the biggest and most reputable portfolio managers in the world.

Old Mutual Wealth Fiduciary
Making sure your wealth is secure for the next generation by providing advice and implementation on estate planning, wills, estate administration, professional trusteeship and trust administration. We help you to simplify complexities and technical elements relating to legislative, regulatory and compliance requirements, and commit to help you build a lasting legacy.

WEALTH IS NOT STATIC; IT IS A JOURNEY OF CHOICES, RISKS, AND SUCCESSES
We take the time to understand your personal situation, financial objectives and attitudes towards risk and return. Together with your financial planner, we help you to achieve more successful outcomes by focusing on planning for you rather than planning for your money. The bigger picture is considered whether you are adopting an all-inclusive, integrated investment approach, or simply creating a niche investment strategy to deliver on a specific outcome.

We believe that a partnership philosophy is central to delivering on your wealth management needs. We are committed to building a long-term relationship with you based on trust and integrity. Whether your goal is to grow your wealth, generate income or preserve and pass on capital, we’re here to partner with you on this journey .

Old Mutual Wealth is an advice-led wealth management business, aimed at providing financial planners and their clients with a full suite of industry-leading strategies and services. For more information please visit our website: https://www.oldmutual.co.za/wealth

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