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Submitted URL: http://www.omwealth.co.za/
Effective URL: https://www.oldmutual.co.za/wealth/
Submission: On January 27 via api from ZA — Scanned from DE
Effective URL: https://www.oldmutual.co.za/wealth/
Submission: On January 27 via api from ZA — Scanned from DE
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</form>Text Content
Call Us: 0860 99 91 99
* Personal
* Wealth
* Home
* Our Solutions
* WEALTH MANAGEMENT
* FINANCIAL PLANNING
A financial plan should speak to all facets of your life. Our financial
planners will ensure that happens.
* FIDUCIARY SERVICES
Get personalised management and administration of trusts, wills and
estates.
* ONLINE WILLS CAPABILITY
Allows Financial Planners to draft robust wills for clients with
estates valued below R10 million
* RETIREMENT SOLUTIONS
With a host of retirement funds to peruse, you don't have to sacrifice
a lifestyle of comfort when you walk into your later years.
* INVESTMENT SOLUTIONS
* STRATEGY FUNDS
Strategy Funds align directly to the return objectives required by each
of our proprietary investment strategies
* OFFSHORE INVESTING
Access well-regulated and extremely secure offshore investment
opportunities.
* PRIVATE CLIENT SECURITIES
Bespoke investment portfolios for private clients
* TREASURY AND ADVISORY SERVICES
Our cash investment experts work hard to get you the highest possible
interest rates.
* TAILORED FUND PORTFOLIOS
Enabling financial planners to create tailor-made portfolios aimed at
achieving clients’ specific goals.
* MULTI-MANAGERS
Benefit from both the best of South African and offshore asset managers
* MY WEALTH TRADER
Gives you quick and easy access to real-time trading on local and
global markets
* RESPONSIBLE INVESTING
Invest while considering your environmental and social impact.
* OLD MUTUAL INVESTMENT SERIES
A core range of funds, hand picked and tailor-made to meet the needs of
any investor.
* INDEX FUNDS
Your Investment follows the performance of the Market Index
* GUARANTEED SOLUTIONS
Guaranteed Solutions offer investors real returns, while reducing the
volatility associated with market-linked investments
* Financial Planners
* About Wealth
* ABOUT WEALTH
* Our Philosophy
* Our People
* Contact Us
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South Africa
Select a country
South Africa
Botswana
Eswatini
Ghana
Kenya
Malawi
Namibia
Nigeria
Rwanda
South Sudan
Tanzania
Uganda
Zimbabwe
WEALTH
* Personal
* Wealth
* Home
--------------------------------------------------------------------------------
* Our Solutions
* WEALTH MANAGEMENT
--------------------------------------------------------------------------------
* FINANCIAL PLANNING
A financial plan should speak to all facets of your life. Our financial
planners will ensure that happens.
* FIDUCIARY SERVICES
Get personalised management and administration of trusts, wills and
estates.
* ONLINE WILLS CAPABILITY
Allows Financial Planners to draft robust wills for clients with
estates valued below R10 million
* RETIREMENT SOLUTIONS
With a host of retirement funds to peruse, you don't have to sacrifice
a lifestyle of comfort when you walk into your later years.
* INVESTMENT SOLUTIONS
--------------------------------------------------------------------------------
* STRATEGY FUNDS
Strategy Funds align directly to the return objectives required by each
of our proprietary investment strategies
* OFFSHORE INVESTING
Access well-regulated and extremely secure offshore investment
opportunities.
* PRIVATE CLIENT SECURITIES
Bespoke investment portfolios for private clients
* TREASURY AND ADVISORY SERVICES
Our cash investment experts work hard to get you the highest possible
interest rates.
* TAILORED FUND PORTFOLIOS
Enabling financial planners to create tailor-made portfolios aimed at
achieving clients’ specific goals.
* MULTI-MANAGERS
Benefit from both the best of South African and offshore asset managers
* MY WEALTH TRADER
Gives you quick and easy access to real-time trading on local and
global markets
* RESPONSIBLE INVESTING
Invest while considering your environmental and social impact.
* OLD MUTUAL INVESTMENT SERIES
A core range of funds, hand picked and tailor-made to meet the needs of
any investor.
* INDEX FUNDS
Your Investment follows the performance of the Market Index
* GUARANTEED SOLUTIONS
Guaranteed Solutions offer investors real returns, while reducing the
volatility associated with market-linked investments
--------------------------------------------------------------------------------
* Financial Planners
--------------------------------------------------------------------------------
* About Wealth
* ABOUT WEALTH
--------------------------------------------------------------------------------
* Our Philosophy
* Our People
* Contact Us
--------------------------------------------------------------------------------
* News & Insights
--------------------------------------------------------------------------------
* Digital Solutions
--------------------------------------------------------------------------------
* Business
* Corporate
* Institutions
* Claims
* Find an adviser
* Careers
* About
* COVID 19
Clear
--------------------------------------------------------------------------------
* SUGGESTED RESULTS
*
*
*
Take your wealth further.
Together, today.
PROFESSIONAL ADVICE CAN HELP YOU STAY FOCUSED ON WHAT REALLY MATTERS.
LEARN MORECYBER-CRIME ALERT
DEFINE YOUR WORLD, YOUR WAY
Meaningful wealth management is about much more than just money.
It’s about how you see yourself. The impact you want to make. The legacy you
want to leave. Your priorities for today and tomorrow.
At Old Mutual Wealth we offer no generalist solutions. Together with your
financial planner, our team of experienced specialists go to great lengths to
understand what really drives you. Once we know your priorities, we model a
strategy around your specific needs supported by a multi-skilled team dedicated
to taking your wealth further.
CALL ME BACK
DOWNLOAD BROCHURE
--------------------------------------------------------------------------------
Hard Questions
the questions to help you get the most from your retirement planning
Working with a financial planner is an important step in anybody’s financial
journey, especially in planning your retirement. It’s the key, in fact, to
taking your wealth further and enabling you to do the things that are important
to you. That’s why we do everything we can to help you and financial planners to
get the maximum value out of the financial planning process.
READ MORE
--------------------------------------------------------------------------------
Investing responsibly is your choice. Having our funds ESG rated is ours.
Old Mutual Wealth is the first Linked Investment Service Provider (LISP) in the
South African investment industry to publish the Environmental, Social and
Governance (ESG) rating of its own locally domiciled unit trusts. The Old Mutual
Wealth ESG Ratings was formed through collaborating with MSCI, a global leader
in investment research.
READ MORE
--------------------------------------------------------------------------------
Our approach to your wealth
Old Mutual offers Wealth Management and Investment Solutions tailored to your
needs and goals
Wealth
Investment
* WEALTH MANAGEMENT
FINANCIAL PLANNING
WE CO-CREATE A FINANCIAL PLAN THAT CONSIDERS WHO YOU ARE AS AN INDIVIDUAL.
LEARN MORE
* WEALTH MANAGEMENT
FIDUCIARY SERVICES
RECEIVE PERSONALISED ADMINISTRATION OF TRUSTS, WILLS AND ESTATES.
LEARN MORE
* WEALTH MANAGEMENT
RETIREMENT PLANNING
WE HAVE A HOST OF RETIREMENT SOLUTIONS TO SECURE YOUR QUALITY OF LIFE.
LEARN MORE
* INVESTMENT SOLUTIONS
STRATEGY FUNDS
GET ABOVE-INFLATION, REAL RETURNS ON YOUR INVESTMENT TO SAFEGUARD YOUR
LIFESTYLE.
LEARN MORE
* INVESTMENT SOLUTIONS
OFFSHORE INVESTING
ACCESS WELL-REGULATED AND SECURE OFFSHORE OPPORTUNITIES TO GROW YOUR WEALTH.
LEARN MORE
* INVESTMENT SOLUTIONS
PRIVATE CLIENT SECURITIES
PERSONALISED, SEGREGATED INVESTMENT PORTFOLIOS TAILORED TO YOUR NEEDS.
LEARN MORE
* INVESTMENT SOLUTIONS
OLD MUTUAL INVESTMENT SERIES
ACCESS A CORE RANGE OF FUNDS, HANDPICKED TO MEET YOUR NEEDS AND INVESTMENT
GOALS.
LEARN MORE
* INVESTMENT SOLUTIONS
INDEX FUNDS
CONSISTENT MARKET RETURNS WITH INDEX FUNDS AND MANAGED MULTI-ASSET FUNDS.
LEARN MORE
* INVESTMENT SOLUTIONS
MULTI-MANAGED FUNDS
EXPERIENCE EXPERT ASSET MANAGERS AND A DIVERSIFIED PORTFOLIO THAT TARGETS
INFLATION.
LEARN MORE
* INVESTMENT SOLUTIONS
RESPONSIBLE INVESTING
SELECT INVESTMENTS THAT UPHOLD THE THINGS YOU TRULY VALUE.
LEARN MORE
* INVESTMENT SOLUTIONS
GUARANTEED SOLUTIONS
WE OFFER PORTFOLIOS OF LOCAL AND GLOBAL ASSETS WITH VARIOUS LEVELS OF
GUARANTEES.
LEARN MORE
* INVESTMENT SOLUTIONS
TAILORED FUND PORTFOLIOS
TAILOR-MADE PORTFOLIOS AIMED AT ACHIEVING CLIENTS’ SPECIFIC FINANCIAL GOALS.
LEARN MORE
View all solutions
--------------------------------------------------------------------------------
Why partner with Old Mutual Wealth
WEALTH OF EXPERIENCE
We have a proven track record built over more than 140 years in the financial
business.
ALWAYS ON COMMUNICATION
Our fiduciary specialists are available as often as you need to build mutual
understanding.
PERSONALISED SERVICE
All services are personalised to you, your unique needs and future goals.
--------------------------------------------------------------------------------
Doing business Digitally
Old Mutual Wealth offers you the ease of electronic correspondence and the
ability to view your portfolio online or through our Old Mutual Wealth mobile
App
Download our app and view your Old Mutual solutions in one place
* Visit the Apple App Store, Google Playstore (device dependant) or Huawei App
Gallery
* Search "Old Mutual Wealth" in the search bar
* Click "Install" once you have found Old Mutual Wealth
* Register for a profile or login if you already have one
--------------------------------------------------------------------------------
News & insights
Stay ahead of the rest with the latest financial news.
* INSIGHTS
INSIGHTS
PERFORMANCE IN PERSPECTIVE (NAN)
PRESENTED BY OLD MUTUAL MULTI-MANAGERS
2022-01-26
* Insights
INSIGHTS
WEALTH JOURNEY - SPRING 2021 (NAN)
INCREASED LONGEVITY IS ONE OF THE BIGGEST RISKS FOR RETIREMENT SAVINGS.
* News
NEWS
OLD MUTUAL WEALTH FIRST IN SA TO RATE AND PUBLISH OWN UNIT TRUSTS ESG
RATINGS (NAN)
* Market Commentary
MARKET COMMENTARY
WEALTH INTELLIGENCE WEEKLY (NAN)
OFF TO A WOBBLY START
MORE NEWS & INSIGHTS
COPYRIGHT OLD MUTUAL LIMITED 2022 | DISCLAIMERPRIVACY NOTICECOOKIE POLICY
ABOUT OLD MUTUAL
Old Mutual Limited (OML) is a licensed Controlling Company of the Designated Old
Mutual Limited Insurance Group. Registration number 2017/235138/06. Entities in
the Group are Licensed Financial Services Providers and Insurers that offer a
broad spectrum of financial solutions to retail and corporate customers across
key markets in 14 countries.
* More About Old Mutual
* Careers
* Media
* Investor Relations
* Fraud and Security Centre
WEALTH
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* About Wealth
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OLD MUTUAL SHARE PRICE
--------------------------------------------------------------------------------
27 Jan 13:31 SAST
JHB13.40 ZAR+0.45%
--------------------------------------------------------------------------------
27 Jan 11:22 GMT
LDN65.45 GBp+1.71%
--------------------------------------------------------------------------------
INDICATORS
--------------------------------------------------------------------------------
27 Jan 13:30 SAST
ZAR/USD15.260.57
ZAR/GBP20.451.06
ZAR/EUR17.071.07
--------------------------------------------------------------------------------
LET'S TALK
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We will not contact you for marketing purposes
What is your employment status?
* Permanently employed for a period of 3 months or more
* Contracting for a period of 3 months or more
* Other
What is your employment status?Permanently employed for a period of 3 months or
moreContracting for a period of 3 months or moreOther
What is your wage frequency?
* Monthly
* Other
What is your wage frequency?MonthlyOther
Do you receive a payslip?
* Yes, I do
* No, I do not
Do you receive a payslip?Yes, I doNo, I do not
Do you consent to us doing a credit check?
I consent to the processing of my personal information for purposes of the
assessment of this loan application and reasons related thereto in accordance
with the old Mutual privacy policy and applicable laws.
View our Privacy Policy
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