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Submitted URL: http://www.oldmutual.co.za/wealth
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Submission: On December 18 via api from ZA — Scanned from DE
Effective URL: https://www.oldmutual.co.za/wealth
Submission: On December 18 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.
* 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.
* CASH AND LIQUIDITY SOLUTIONS
Optimises returns on corporate cash without fixed deposit limitations.
* 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
* INVESTMENT BACKED LOANS
Bespoke liquidity solution with flexible terms
* Financial Planners
* About Wealth
* ABOUT WEALTH
* Our Philosophy
* Our People
* Contact Us
* Private Clients
* PRIVATE CLIENTS
* Home
* Our Services
* Why choose us?
* Insights
* Investment Research Library
* Contact Us
* News & Insights
* Digital Solutions
* Business
* Corporate
* Institutions
* Claims
* Find an adviser
* Careers
* About
* Contact Us
Clear
--------------------------------------------------------------------------------
* SUGGESTED RESULTS
*
*
*
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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.
* 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.
* CASH AND LIQUIDITY SOLUTIONS
Optimises returns on corporate cash without fixed deposit limitations.
* 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
* INVESTMENT BACKED LOANS
Bespoke liquidity solution with flexible terms
--------------------------------------------------------------------------------
* Financial Planners
--------------------------------------------------------------------------------
* About Wealth
* ABOUT WEALTH
--------------------------------------------------------------------------------
* Our Philosophy
* Our People
* Contact Us
--------------------------------------------------------------------------------
* Private Clients
* PRIVATE CLIENTS
--------------------------------------------------------------------------------
* Home
* Our Services
* Why choose us?
* Insights
* Investment Research Library
* Contact Us
--------------------------------------------------------------------------------
* News & Insights
--------------------------------------------------------------------------------
* Digital Solutions
--------------------------------------------------------------------------------
* Business
* Corporate
* Institutions
* Claims
* Find an adviser
* Careers
* About
* Contact Us
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
--------------------------------------------------------------------------------
My Wealth Trader
Invest your way
Take ownership of your financial future with our intuitive digital investing
platform, designed to give you a bespoke investor experience.
LEARN MORE
--------------------------------------------------------------------------------
4 Numbers
To Take Your Wealth Further.
The 4 numbers you need to make real-time decisions about your financial future.
LEARN 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
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
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.
--------------------------------------------------------------------------------
Old Mutual Rewards
Small steps. Great rewards.
We are pleased to share that the Old Mutual Wealth rewards offering has been
enhanced. As an Old Mutual Wealth client you will earn Old Mutual Rewards points
every month based on the market value of your investments instead of earning
points only when you make new contributions into your investments. This means
even more value for you.
Read more
--------------------------------------------------------------------------------
News & insights
Stay ahead of the rest with the latest financial news.
* Market Commentary
MARKET COMMENTARY
WEALTH INTELLIGENCE WEEKLY (NAN)
THE NEW NEW NORMAL
2023-12-11
* INSIGHTS
INSIGHTS
UNVEILING OUR JOURNEY OF TRANSFORMATION (NAN)
DECEMBER 2023
2023-12-11
* Newsletter
NEWSLETTER
COGNIZANT NEWSLETTER (NAN)
4TH QUARTER 2023
2023-12-07
MORE NEWS & INSIGHTS
COPYRIGHT OLD MUTUAL LIMITED 2023 | 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
* Home
* Our Solutions
* Financial Planners
* About Wealth
* Private Clients
* News and Insights
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CONTACT US
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SOCIAL MEDIA
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* Twitter
* Youtube
* Instagram
* LinkedIn
OLD MUTUAL SHARE PRICE
--------------------------------------------------------------------------------
18 Dec 14:45 SAST
JHB12.24 ZAR-0.73%
--------------------------------------------------------------------------------
18 Dec 12:38 GMT
LDN52.08 GBp-0.22%
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INDICATORS
--------------------------------------------------------------------------------
18 Dec 15:00 SAST
ZAR/USD18.53-1.16
ZAR/GBP23.46-1.05
ZAR/EUR20.22-1.43
--------------------------------------------------------------------------------
LET'S TALK
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