Old Mutual offers various investment managers to oversee your portfolios and create tailored strategies.
With decades of experience, we partner with specialists to offer integrated plans for investments, wealth structuring, tax planning, and more, adapting as your life evolves. We offer bespoke investment management for high-net-worth individuals, families, trusts and companies.
- A dedicated Private Client Portfolio Manager
- Tailored portfoliosInvesting in high quality companies, both local and global
- Full spectrum of asset classes with wrapped & direct options
- Investment-backed loans
- Complete transparency and very competitive fees
We also offer fiduciary, and treasury & advisory services.
Holistic, tailored solutions with a single point of contact, ensuring seamless wealth management.
The funds are diversified across local and global asset classes, and blend together the best of the South African and offshore asset managers.
We offer:
- SA Strategy Funds
- Global Funds
- Life Funds
- Specialist Funds
- Tailored fund portfolios
Symmetry offer individual investors a range of funds – some that target inflation plus returns, and others that target absolute returns and capital protection.
We cater to the liquidity needs of institutional and corporate investors. We offer solutions that provide fixed-deposit-type yields but with same-day access, giving investors the flexibility to manage short-term funds with no lock-in periods or early termination penalties.
