Define your world, your wayMeaningful wealth management is about much more than just money.
It’s about how you see yourself. The impact you want to make. The legacy you want to leave. Your priorities for today and tomorrow.
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. Once we know your priorities, we model a strategy around your specific needs supported by a multi-skilled team dedicated to taking your wealth further.
Old Mutual Wealth is the first Linked Investment Service Provider (LISP) in the South African investment industry to publish the Environmental, Social and Governance (ESG) rating of its own locally domiciled unit trusts. The Old Mutual Wealth ESG Ratings was formed through collaborating with MSCI, a global leader in investment research.
Whatever your life stage, our advisers work with you to structure a customised financial plan that speaks to your unique needs today, while still looking to the future you envision.
Get in touch with a financial planner to find out more 0860 99 91 99
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