Old Mutual Wealth

With volatility continuing in investment markets due to ongoing economic and political uncertainty, some corporates are opting to keep cash on hand, prioritising flexibility and liquidity. The Old Mutual Corporate Income fund, managed by Futuregrowth Asset Management, offers an innovative solution for corporate cash management - delivering better yields than those offered by bank call accounts. Find out more about this fund, and the full range of Old Mutual Cash and Liquidity solutions. https://lnkd.in/dDXt9m7e #OldMutualCashandLiquidity #Liquidityyouneed #Yieldyoudeserve #Betteryieldsthanbankcallaccounts

The latest issue of Cognizant from our Private Clients team is out now, featuring insights on investing, global trends and building lasting wealth. In this issue: · OpenAI: The “Sun” of the AI Universe? · Oracle’s Bold Shift: From Database Giant to AI Infrastructure Powerhouse · Apple Inc: A Fork-in-the-Road Moment · Safeguarding Digital Wealth Read it here: https://lnkd.in/dVXyYU6k #oldmutualwealth #privateclient #curatedwealth #beyondwealth #PrivateClientsbyOldMutualWealth

Wealth Debrief Exchange | Is a Retirement Annuity Always the Right Answer for Surplus Pre-Retirement Contributions? For years, topping up retirement funds before tax year-end has been standard practice. The tax benefits are clear, but is it always the right move? In this edition of the Wealth Debrief Exchange, David Veary and Tiaan Herselman, CFP® MBA (Cum Laude) explore: • Tax efficiency across different investment vehicles • How liquidity and post-retirement tax impact outcomes • Why retirement annuities often suit younger clients • When endowments benefit high-income earners. There is no “one-size-fits-all” solution - the real value is created by challenging assumptions and tailoring strategies to each client’s unique reality. Watch now: https://lnkd.in/dt9yr_vg #FinancialPlanning #WealthManagement #OldMutualWealth #Retirement

In this episode of the Wealth Debrief Exchange, Trevor John, Head of Old Mutual International Distribution, chats with Tiaan Herselman, CFP® MBA (Cum Laude), who provides an insightful perspective on investor behaviour and long-term wealth creation. He shares his personal journey with the “50, 15, 5” principle - saving 50% of income over 15 years to achieve 5% real returns. He also delves into early financial independence, the emotional side of decumulation, and the importance of putting your money to work.

Five years of going #FurtherTogether. Old Mutual Wealth, the Pedal Power Association and the Cape Town Cycle Tour Trust look forward to welcoming all cyclists to Swellendam on 22 November 2025 for the Old Mutual Wealth Double Century. Together, we celebrate every rider, the support teams and partners who work tirelessly to make this one of the most iconic team cycling events. Find out more: www.doublecentury.co.za #OldMutualWealthDC #OMWDC #CyclingCommunity #OldMutualWealth

Despite persistent market noise and shocks in 2025 – from tariffs, geopolitical blows, shutdown risks – major market indices seem to show resilience, recover fast and some are rallying against broad expectation. Join Amadeo Alentorn, portfolio manager of the Old Mutual Global Equity Fund and head of Systematic Equities at Jupiter Asset Management, for an update on this capability. He will also delve into the recent market backdrop, fund performance, portfolio activity and the rationale behind the current positioning, while providing his outlook for the market and strategy.