Recently launched advice-led wealth management business, Old Mutual Wealth, has bolstered its position by appointing a team of experienced senior private client portfolio managers and client liaison officers to its Private Client Securities division.
This division - one of the key capabilities within Old Mutual Wealth - specialises in personalised investment management for private clients, offering local and global portfolio management, and investment advice.
The newly appointed team of portfolio managers includes Gary Smith, Trevor O'Callaghan and Jacques Theron. The business has also appointed two new client liaison officers - Bronwen de Klerk and Susan Buys. All will be responsible for offering personalised and tailored investment implementation solutions.
The appointments, effective 1 October 2013, will support the business in achieving its vision of becoming South Africa's most trusted partner in assisting South Africans achieving lasting financial freedom and wellbeing.
Old Mutual Wealth has developed a leading advice-led approach and future-fit implementation structures that comply with anticipated regulatory and consumer trends. This includes a focus on Integrated Wealth Planning and Goal-Based Planning philosophies to assist clients to achieve their desired lifestyle financial goals. The business also provides a support infrastructure and services to financial planners.
Bringing this team on board further enables Old Mutual Wealth to cater for all clients' wealth management needs, which includes advice, fund management, estate planning, tax, fiduciary and risk, among others - creating a robust financial planning process, building capabilities to implement the advice given by financial planners and bringing together a strong investment team.
"We followed a rigorous process to find strong individuals who can add value to our team, to our proposition and to our clients,” says Chris Potgieter, Head of Old Mutual Wealth's Private Client Securities. "I am convinced the appointment of these high calibre individuals will greatly support Old Mutual Wealth in offering an enhanced experience to our clients.
"They have over 30 years' collective private client investment experience. They also have a passion for investing and personal excellence in serving clients - characteristics we hold in high esteem.”
He says that the expertise of the team, and their access to world-class investment research and infrastructure, will enable Old Mutual Wealth to continue to deliver on its promise to clients, namely sound, holistic financial planning and implementation - and supporting and partnering with financial planners. "This is certainly not the last of Old Mutual Wealth's appointments. More are likely to be made in the coming months as we continue to enhance our offering to - and relationships with – clients and financial planners”.
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