About Private Client SecuritiesWith Old Mutual Wealth Private Client Securities, you’re so much more than 'a high net worth individual'. You're somebody with unique needs and a vision. This is why your investment portfolio needs to be tailored to cater for your needs and goals.
Whether your goal is to grow your wealth, generate income or preserve capital, we select the best and most suitable investments for you, based on our extensive research and collective insights.
Your Private Client Portfolio Manager will effectively structure and manage your portfolio to ensure that it balances your need for security with your need for superior performance.
In addition to high quality local and global companies, we have access to a wide range of investments including some that are not ordinarily available to individual investors. And, to ensure you continually achieve your financial goals, we partner with world-class financial planners along the way.
Top-down and bottom-up analysis of company and sector fundamentals are combined with qualitative insights to identify quality investments. We consider company fundamentals and valuation in our selection process. We also understand the local and global macro-economic environment and how it affects our clients’ investments.
Our team has extensive experience in successfully working with individuals, families, trusts and entrepreneurs in managing their wealth.
Your Portfolio Manager will look at your overall wealth picture, helping you to identify the most effective ways of achieving your investment goals.
We believe that quality, valuation, diversification and time are the key drivers of superior long-term returns. As such, we invest in quality companies with a long-term track record of delivering sustainable earnings growth. Our investment philosophy is supported by a disciplined and robust investment process, and is backed by a highly experienced and talented team.