Old Mutual Wealth Information

Old Mutual Wealth is 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. Our wealth management and investment solutions offer bespoke integrated wealth management solutions shifting the focus from only the assets you hold with us to a complete picture that considers your wealth today, and your ambitions for tomorrow. 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. Together with your financial planner we: • Co-create a financial plan that is meaningful to you considering all facets of your life. • Select the best investments based on extensive research and collective insights from our industry-leading analysts. • Design an appropriate asset allocation and diversification plan in line with your investment strategy. • Actively manage your investments to take advantage of the best opportunities both locally and globally. • Ensure that fiduciary structures are integrated into your consolidated action plan. We believe that a partnership philosophy is central to delivering on your wealth management needs and are committed to building a long-term relationship with you based on trust and integrity.