Welcome to our Planner Stories
At Private Clients by Old Mutual Wealth, we believe that exceptional wealth and investment management is a collaborative art. And, just as master craftsmen rely on quality tools to shape and perfect their creations, we partner with financial planners to help deliver distinctly made solutions to clients.
Contact us so that we can help you take your wealth further.
Visit our website to explore how we can collaborate.
Learn how you can partner with us to help grow your business.
Showcasing the Power of Partnership
In our "Planner Stories" you'll find a collection of testimonial videos from financial planners who have leveraged our bespoke solutions, sophisticated strategies and global insights to deliver exceptional results to their clients.
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Why watch our Planner Stories?
An Ethos of Partnership
- See the Impact: Hear success stories directly from planners we partner with.
- Discover the art of Collaboration: Understand how our role integrates seamlessly with your expertise to forge carefully shaped wealth and investment management solutions.
- Gain Insight: Discover how our partnership helps you to navigate complex global wealth management landscapes, providing you with the precision and support needed to thrive in any environment.
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An Ethos of Partnership: Introducing Our Planner Stories Series
Learn how you can partner with us to help grow your business.
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Elevate your business to compete with anyone, anywhere
Like many of our partners, Yaseen Gani appreciates the depth of knowledge that our Portfolio Managers bring to the table. Watch Yaseen’s story to find out how his practice is competing more confidently in partnership with Private Clients.
"The confidence and the opportunity to compete with bigger businesses"
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Elevate your business to compete with anyone, anywhere
Learn how you can partner with us to help grow your business.
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Provide your clients with a formidable offshore offering
High net worth clients are often focussed on externalising their assets, making the Private Clients offshore offering – which is easy to access, as well as tax and fee efficient – particularly attractive to Galit Fluxman’s practice. Watch Galit’s story to hear how she meets her clients’ offshore requirements in partnership with Private Clients.
"The collaborative nature of the team allows us to speak directly to Portfolio Managers"
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Provide your clients with a formidable offshore offering
Learn how you can partner with us to help grow your business.
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Provide true multi-generational wealth planning
"Allows us to offer our clients a truly holistic wealth management solution"
As an adviser to ultra-high net worth individuals and families, Johan Malan knows that it is important to consider wealth management as a plan that not only meets today’s needs, but also those of the next generation. Watch Johan’s story to see how his business is helping clients to create not just wealth but legacies in partnership with Private Clients.
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Provide true multi-generational wealth planning
Learn how you can partner with us to help grow your business.
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Grow your business through more confident conversations
Lesego Monareng believes that her partnership with us has allowed her to unlock different opportunities in new and different sectors for her clients. Watch Lesego’ s story to hear how she is growing her business in partnership with Private Clients.
"An economist, asset manager and psychologist on speed-dial"
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Grow your business through more confident conversations
Learn how you can partner with us to help grow your business.
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Offer your clients crafted, bespoke portfolios like never before
"Private Clients makes it so easy to offer a truly bespoke offering in a diversified portfolio"
Glen Mukheibir has been working with us since our inception in 2014 and tells us that perhaps the most valuable benefit of the partnership to his practice is the opportunity to craft bespoke investment portfolios. Watch Glen’s story and discover how his team is crafting bespoke solutions in partnership with Private Clients.
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Offer your clients crafted, bespoke portfolios like never before
Learn how you can partner with us to help grow your business.
Join us in Crafting Excellence
As you explore these stories, consider how we can complement and grow your practice. Helping you to achieve your vision through the right tools and knowledge sharing. Our team is here to support you with unparalleled expertise and tailored solutions, ensuring every detail of your clients’ wealth and investment management solutions are distinctly made.
Visit our website to explore how we can collaborate.
Learn how you can partner with us to help grow your business.