The financial planner transfers day-to-day asset management responsibility to focus on strengthening client relationships and growing their business. Discretionary Fund Managers (DFM’s) actively manage a portfolio, identifying the appropriate asset classes and time frames, and selecting underlying funds or investments.

Our wide range of solutions offer a consistent approach to investment through asset allocation, manager selection, and investment philosophy. As one of South Africa's first Centre for Fiduciary Excellence (CEFEX)-certified Investment Managers, we emphasize responsible investing and fiduciary care.

Our Core Range provides offers comprehensive range of investment solutions designed to meet the following client objectives: 

• Targeting inflation 
• Diversifying offshore 
• Sustaining an income for life after retirement   
  

Benefits: 

• Scalable, cost-effective solutions with reduced admin. 
• Enhanced client acquisition and retention. 
• Compliance management, asset manager due diligence, and broad platform access. 

Or choose an external DFM

Old Mutual Wealth also offers access to certain discretionary fund managers, offering you more flexibility and more choice.  Alternatively, should you require your own model portfolio range linked to your advice and investment process, speak to us to arrange a consultation.