What we do
Private Client Securities, a division of Old Mutual Wealth, specialises in bespoke investment management for high net worth individuals, trusts and companies. Our Private Client Portfolio Managers craft and manage tailored share portfolios, investing directly into high quality companies, both locally and globally. We partner with financial planners to ensure that clients achieve their financial goals with peace of mind.
We believe that there is no substitute for experience that comes with managing wealth through various economic and market cycles. Our team therefore has several decades of success and experience in private and institutional wealth and investment management.