Private Clients is a business built around the client, with an approach based on a holistic view of your wealth. Our focus extends beyond just the assets you hold with us, offering a complete picture that considers your needs for today and ambitions for tomorrow.
In this edition of the Wealth Debrief Exchange, David Veary and Tiaan Herselman, CFP® Herselman take a look at how Old Mutual Wealth offers practical investment options for financial planners to do just this, make investment management simple.
They unpack our multi-manager range of funds to discussing our discretionary fund management solution, Tailored Fund Portfolios.
Tiaan also chats about Private Clients by Old Mutual, who specialises in bespoke wealth and investment solutions for high-net-worth clients.
Bespoke portfolios
Our Private Client Portfolio Managers craft and manage personalised, tailored share portfolios, investing directly into high quality companies both locally and globally. Whether your goal is to grow your wealth, generate income or preserve capital, we select the best and most suitable investments.
Treasury and Advisory
Our offering encompasses ranges from call accounts to bespoke structured products.
Our highly specialised treasury team provides a range of cash and liquidity management solutions designed to meet our clients’ investment objectives. We incorporate a combination of third-party products including bank deposits, structured products, collective investment schemes, Shariah-compliant investments and third-party product wrappers. Our Portfolio Managers seek out the most appropriate cash or structured instruments, and negotiate the highest possible rates on your behalf. Then we constantly monitor and manage to ensure that they continue to meet your needs.
Fiduciary
Preserving your wealth for future generations takes careful planning and a long-term financial partnership can be key to helping you build ;
Our Fiduciary Specialists begin by having an honest, in-depth, conversation with you, about your family and your wealth. Then we make sure that your fiduciary structure is properly integrated into your holistic financial plan.
Our services include: the drafting of your last will and testament, professional executorship and administration of your estate; trust formation, professional trusteeship, amendments, administration and audits; and the review of existing estate plans and general fiduciary support.