B2B Central

Old Mutual Wealth

13 Mar 2024

An innovative collaboration leads to an ethical new fund

By Staff Writer

A dynamic partnership between Old Mutual Wealth and the Gift of the Givers Foundation has ushered in an innovative era of impact investing with the introduction of the Old Mutual Gift of the Givers Life Fund. The fund is designed to advance real change and meaningful impact in South Africa whilst adhering to ethical investing...
10 Oct 2023

Let’s talk about the Bermuda Triangle of financial planning

By Staff Writer

The only thing constant in life is change. This truth really holds a lot of value in the financial services sector. For many years, the financial planning profession has fought to be seen as just that, a “profession”. The evolution of the profession will be in the space of the Professional Financial Practice, with the...
28 Sep 2023

How DFMs deliver for financial intermediaries and their clients

By Staff Writer

By: Roland Gräbe, Head of Discretionary Fund Management at Old Mutual Wealth South Africa’s discretionary fund manager (DFM) universe is expanding rapidly as financial intermediaries take advantage of the many benefits they offer. The model portfolios offered by the country’s leading DFMs give advisers access to a range of investment opportunities and tailored investment strategies...
28 Nov 2022

How to protect clients’ annuities during market downturns

By Staff Writer

Old Mutual Wealth has dedicated significant resources to crafting winning investment strategies for the living annuity product segment, with a particular focus on protecting clients’ assets during market downturns.

25 Nov 2022

Offshore investments: Is there a magic number?

By Staff Writer

Offshore investing has become a key financial planning requirement for all investors seeking to protect and grow their wealth.

25 Nov 2022

How much offshore is enough?

By Staff Writer

Should you take more offshore and if so, how much?

20 Oct 2022

Rethinking retirement for the new generation is a must

By Staff Writer

The traditional concept of retirement planning is no longer relevant to young people, and needs a complete re-think.
29 Jul 2022

Inflation: Heating up, cooling down

By Staff Writer

Izak Odendaal, Investment Strategist at Old Mutual Wealth, breaks down how current inflation numbers are backward-looking and discusses three reasons why inflation is peaking.
04 Jul 2022

4 trends to build resilience in your financial and wealth advice practice

By Staff Writer

Four trends will shift the industry and change the way businesses operate and compete.
24 Jun 2022

Uncomfortable conversations can improve financial planning outcomes

By Staff Writer

Old Mutual Wealth Financial Coach, Sharon Moller shares the Conversation Model to be used as a framework for financial planners to engage with clients on outcome-critical aspects of the wider financial planning conversation.
08 Apr 2022

Discretionary products can give RAs a run for their money

By Staff Writer

While all the growth in the RA vehicle is tax-free, leading to greater capital accumulation at retirement, it does not lead to greater income longevity.
30 Mar 2022

The relentless March of rates

By Staff Writer

Old Mutual Wealth Investment Strategist Izak Odendaal discusses the upward march of Interest rates, with 23 central banks across the globe having raised rates so far in March, notably including the US Federal Reserve and the South African Reserve Bank.