The Wealth Debrief Exchange - July 2024The rise and rise of Discretionary Fund ManagersAt Old Mutual Wealth we have seen a significant shift in both local and global markets over the years to outsourcing by financial planners. What does this mean? Well, it means that financial planners outsource the investment capability to experts in their field so they can concentrate on managing their practices and developing rich client relationships. In this edition of the Wealth Debrief Exchange, David Veary and Tiaan Herselman, CFP® discuss the world class “in-house” Old Mutual Wealth discretionary fund manager capability called Tailored Fund Portfolios and how Tailored Fund Portfolios can help financial planners: 1. Save time 2. Reduce risk 3. Grow their financial planning practicesNews & insights

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