Discretionary Fund Management

This investment option is exclusively available through a registered financial planner or intermediary. If you are an individual investor who is interested in a custom-made investment portfolio, please ask your financial planner or advisor for more information about Tailored Fund Portfolios. 

Partnering with you, as a financial planner, to deliver tailored investment solutions for your clients.

At Old Mutual Multi-Managers we believe that the advice and investment processes delivered by financial planners and intermediaries should be aligned so that the investment strategies they implement for their clients meet the objectives of their financial plans.

Our Tailored Fund Portfolios is designed to facilitate this integrated investment advice and strategy approach by combining the services and support of Old Mutual Wealth with the investment expertise of Old Mutual Multi-Managers. 

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