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Personal
Wealth
Home
For Clients
For Clients
Investment planning & advice
Plan for your retirement or career transition
Build generational wealth
For Financial Planners
For Financial Planners
Planning & Investment Advice
Practice Wellness
Ultra-High Networth Client Solutions
Discretionary Fund Managers
Estate planning Solutions
Investing
INVEST WITH US
Local investment products
Offshore investment products
Investment funds
Bespoke Investment Solutions
Investment Backed Lending
EQT
Responsible Investing
INVESTMENT MANAGERS
Private Clients
Symmetry
Cash and Liquidity
Private Clients
Private Clients
Home
Our Services
Why choose us?
Insights
Investment Research Library
Contact Us
EQT
About Us
About Wealth
Who we are
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Business
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Unique asset allocation approach reduces costs and risk
The market is embracing discretionary fund managers (DFMs). Roland Gräbe, Head of Tailored Fund Portfolios, talks about the current trend in the DFM space to look at two evolving parts of the business – the model portfolio management side and the creation of single funds comprising different asset managers – and explains Old Mutual Wealth’s unique approach to creating a model portfolio, which starts with asset allocation research.
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