The Wealth Debrief Exchange - April 2024Global investment trends indicate financial planners are simplifying their businesses and consolidating client holdings by partnering with expertise in investment management. The big benefit? It allows them to concentrate on their clients’ financial plan and provide exceptional service. In this edition of the Wealth Debrief Exchange, David Veary and Tiaan 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 Wealth, who specialises in bespoke wealth and investment solutions for high-net-worth clients.News & insights

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