Old Mutual Wealth recently hosted an engagement in Windhoek and Swakopmund with financial intermediaries to discuss personalised investment strategies in both local and global investment arenas for high-net-worth individuals.
Themed “Bespoke Portfolios, Investing Without Borders,” the discussions concentrated on Old Mutual Wealth Private Clients offering, which provides customised holistic investment solutions backed up by the company’s specialised knowledge and disciplined approach towards investing.
The meetings provided a chance for intermediaries to learn how to design customised portfolios using different asset classes with an option for local and international investments, discretionary mandates, and direct investments.
The engagement highlighted the use of global diversification as a way of mitigating risks and generating sustainable growth opportunities within the ever-changing investment environment.
According to the Private Clients team, investors have the opportunity of gaining access to foreign equity securities, exchange-traded funds, bond instruments, offshore unit trusts, and other structured investments via the company’s investment capability provided by Old Mutual Wealth.
Another important aspect covered was the investment philosophy supported by Old Mutual Wealth. This philosophy involves focusing on quality businesses, proper diversification, rigorous valuation, and patience in making the right decisions. These services are offered through a team of highly experienced portfolio managers and specialists who partner with intermediaries in developing customised portfolios for their clients
The event further covered information about the scale and strength of the company’s Private Clients offering. Old Mutual Wealth invests more than R80 billion worth of assets managed through its private clients offering. The offering is driven by a team of highly experienced portfolio managers, fiduciary specialists, and wealth directors at Old Mutual Wealth.
The company said the event served as proof of its dedication to establishing lasting relationships with intermediaries. With its provision of access to worldwide investment products, it ensures that intermediaries can continue to expand their businesses while delivering unique investment solutions to their clients.
