Planners Solutions for your Clients

Solutions for your Clients

Integrated Wealth Planning

We believe wealth creation is best achieved through an integrated approach to investment planning. It means planning for more than just a single goal – planning for a lifetime of goals. We support you as you take your client along this journey. However, where they need to plan for a single goal, we offer this option too.

Single-Goal Planning

Would your client prefer to isolate their investing to a single goal? For example, investing for a trip around the world or a deposit for their holiday home? While Integrated Wealth Planning is generally a wise option, we also support you in offering them advice and investment options for single-goal planning.

Private Client Securities

Old Mutual Wealth Private Client Securities specialises in personalised investment management for private clients, offering portfolio management, global investments, investment advice and online trading.

Fiduciary Services

In addition to providing investment advice and implementing investment strategies, we support you in offering your clients advice on matters relating to estate planning, wills, trusts and tax.

Tailored Fund Portfolios

Old Mutual Wealth Tailored Fund Portfolios offers you the opportunity to create investment strategies that are tailored to best meet the needs of the clients that you advise.

Read more about our new Tailored Fund Portfolios capability.

What we do

Tailored Fund Portfolios partners with you to develop investment strategies that meet your clients’ objectives in an efficient and optimised way. We leverage our expertise and capabilities to deliver quality solutions tailored for you and your clients.

Why choose model portfolios?

Improve client outcomes
The research and portfolio construction process ensures that your clients benefit through enhanced returns and improved risk management.
Detailed investment reviews
Investment strategies can be reviewed regularly to evaluate the appropriateness of the asset allocation and manager selection of your model portfolios.
Fee transparency
The new Effective Annual Cost (EAC) is a standard industry measure ensuring that all costs associated with investments are clear and fully disclosed. This enables you and your clients to compare the cost of our investment funds and their impact on investment returns with similar offerings in the market.
Ease of administration
Model portfolios help you to implement the same investment solution across a group of similar clients. Each client group is then managed as a single investment solution. You are able to do bulk switching including, bulk and automatic rebalancing of your individual clients.

What makes us unique?

  • Standardised investment solutions for your clients to invest in so that you can spend less time dealing with administration.
  • Actively managed portfolio constructed from high-quality funds.
  • Customised and branded reporting specific to the strategies we co-create with you, adding a personalised touch to your practice.
  • A stable and highly-experienced team of talented investment specialists.
  • Daily monitoring of your investment strategies. You have the option to join the investment committee and participate in discussions and decision-making to ensure that investment strategies are managed effectively and reviewed in detail.
  • Access to top-quality managers through our multi-managed specialist fund of funds, while your clients benefit from very competitive pricing.

Old Mutual Wealth offers many other services designed to enhance the value of your practice. We can support you in your advice process as well as in managing your practice and will engage with you to identify areas where we believe our support can be of value.

Your role in our partnership approach

Portfolio design
We engage with you to understand your process and investment implementation which feeds into the design of the model portfolios.
Bespoke solutions
We create the number of customised model portfolios you require based on your advice process matching all your clients’ needs.
Investment goals
Your client objectives and risk tolerance are translated into investment goals.
Appropriate recommendations
We make recommendations to ensure that the appropriate asset allocation and a robust management selection process are in place for your model portfolios.
Customised reporting
Our co-branded reports provide you with a platform to facilitate meaningful engagements with your clients.

Contact details

For more information on how Tailored Fund Portfolios can take your practice to new heights, please contact Maseabi Marageni