PLEASE NOTE THAT THIS SECTION IS ACCESSIBLE TO CLIENTS AND PLANNERS WITH PCS INVESTMENTS.
Private Client Securities – personalised share portfolios for individuals, corporates and trusts
With 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.
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