OLD MUTUAL WEALTH

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.