Old Mutual Wealth Hosts
Old Mutual Wealth recently hosted intermediary engagements in Windhoek and Swakopmund under the theme “Bespoke Portfolios, Investing Without Borders", involving financial intermediaries from both locations to discuss personalised investment strategies in both local and global investment arenas for high-net-worth individuals. The discussions concentrated on the 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. These meetings provided a chance for intermediaries to learn how personalised portfolio designing alongside global market access can improve results for their clients. Key discussions at the event centred around the significance of building customised portfolios that transcend geographical borders, yet still maintain focus on clients' goals, risk appetites, and investment timeframes. Participants learned about Old Mutual Wealth's capabilities of designing customised portfolios using different asset classes with an option for local and international investments, discretionary mandates, and direct investments. An important topic that was covered during both events included 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 during both events was the investment philosophy supported by Old Mutual Wealth.
The company's investment philosophy involves focusing on quality businesses, proper diversification, rigorous valuation, and patience in making the right decisions. These 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 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. More significantly, the events in Windhoek and Swakopmund served as proof that Old Mutual Wealth was dedicated to establishing lasting relationships with intermediaries. With its provision of access to worldwide investment products, Old Mutual Wealth ensures that intermediaries can continue to expand their businesses while delivering unique investment solutions to their clients.
The "Bespoke Portfolio Investing Without Borders" events affirmed Old Mutual Wealth's reputation as a reliable partner for navigating intricate investments and generating wealth that would be passed down from one generation to another through bespoke portfolios
