Partners

Private Clients by Old Mutual Wealth offers holistic, bespoke solutions for high net worth clients. We partner with you and various specialists, tapping into the required resources to provide an integrated plan for your holistic financial affairs, including investments, wealth structuring and transfer strategies, proactive tax planning and portfolio lifestyle and administration.

Our level of individual attention and interaction is a defining standard in the personal service we provide. We boast a strong track record in wealth and investment management. As part of a brand that has been growing wealth for South Africans for nearly two centuries, we believe that there is no substitute for experience that comes with managing wealth through various economic and market cycles. Our team therefore has several decades of success and experience in successfully working with individuals, families, trusts and entrepreneurs in managing their wealth.