OLD MUTUAL WEALTH

Financial Mail - Investors Monthly - - Cover Story -

Over­all

Old Mutual Wealth op­er­ates through two pri­mary en­ti­ties, Old Mutual Wealth Pri­vate Client Se­cu­ri­ties and Old Mutual Pri­vate Wealth Man­age­ment, sup­ported by the wider group’s vast in­vest­ment ca­pa­bil­i­ties. The former of­fers be­spoke port­fo­lio man­age­ment on a full or lim­ited dis­cre­tionary ba­sis with full ac­cess to global mar­kets, model port­fo­lios and a wide range of in­vest­ment ve­hi­cles. The lat­ter, through its own­er­ship of Ac­sis, is fo­cused on be­com­ing a fee-based, ad­vice-led busi­ness. The group prides it­self on be­ing a part­ner to its clients, us­ing its re­sources and ex­pe­ri­ence to guide and ad­vise clients on ar­tic­u­lat­ing goals and to man­age life­style is­sues as much as wealth man­age­ment. It is fully ca­pa­ble of ser­vic­ing clients across all archetypes.

What we say

Un­for­tu­nately, this is the first year Old Mutual has par­tic­i­pated in our sur­vey, and it pro­vided only cur­sory archetype re­sponses. We there­fore did not score it in the archetype cat­e­gories. Client rank­ings were mostly pos­i­tive, but it ap­pears there is room for im­prove­ment. We do ex­pect Old Mutual to be com­pet­ing strongly for the top rank­ings in fu­ture sur­veys.

El­i­gi­bil­ity

R480,000/year or in­vestable as­sets of R1m.

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