Old Mutual Wealth

Roland Gr?be Wins Asset TV Award - Three Years in a Row We are excited to share that last night Roland Gr?be, CFA, Chief Investment Officer at Old Mutual Multi-Managers, along with industry experts Nomathamsanqa Khoza CA(SA) and Rafiq Taylor, were recognised as part of the Asset TV Audience Choice Award for Most Watched: DFM Panel Session - for the third consecutive year! This award highlights the most-watched Asset TV conversations across 14 retail categories (for both retail and institutional audiences) and reflects our growing footprint in discretionary fund management. Congratulations to Roland on this well-deserved recognition. #OldMutualMultiManagers #DFM #integratedwealthplanning #wealthmanagement #financialplanning

MAKING AMERICA GUESS AGAIN? Donald Trump’s first month in office as US president has been a firehose of announcements and threats. Will all this boost the US economy or end up undermining it? Read more: https://lnkd.in/dpe-F-Sz #OldMutualWealth #integratedwealthplanning #wealthmanagement #financialplanning

In an ever-changing world, we are confronted with a growing amount of information to absorb, more responsibilities to juggle and less time to do so. Miscommunication and misunderstanding are bound to happen, leaving us feeling overwhelmed and frustrated. Read more: https://lnkd.in/dApPsZVG #OldMutualWealth #integratedwealthplanning #wealthmanagement #financialplanning

BUDGET BLUNDER DOESN'T BODE ILL The last-minute postponement of a Budget Speech that usually runs like clockwork raised many eyebrows, as did revelations that a contentious VAT increase was the reason. Though we will have to wait to 12 March for details, the final Budget is likely to show and ongoing commitment to fiscal consolidation and boosting economic growth. Read more: https://lnkd.in/dBS3xc22 ? #OldMutualWealth #integratedwealthplanning #wealthmanagement #financialplanning

Budget Speech Delay – Don’t Panic! Izak Odendaal and Tiaan Herselman, CFP? reflect on the postponement of the 2025 Budget Speech. Much like investing, the Budget Speech is a long-term play. Investors must stick to their plans and diversify, as short-term disruptions don't dictate long-term success. #OldMutualWealth #2025BudgetSpeech #wealthmanagement #financialplanning

FISCAL FOLLIES AND PHOENIXES This week’s Budget Speech takes place against the backdrop of a changed world, but also a very different domestic political landscape. Investors will want to see ongoing commitment to fiscal consolidation and growth-enhancing economic reforms. Read more: https://lnkd.in/d4X2aaVK #OldMutualWealth #integratedwealthplanning #wealthmanagement #financialplanning

Markets started the year with positive momentum, though volatility has increased as investors weigh trade tariffs and inflation against a US economy that continues to show no signs of a slowdown. Developed markets have performed well, but a strong dollar is pressuring emerging markets and commodities, while policy uncertainty in the US and concerns over China’s recovery keep global sentiment cautious. In South Africa, the rand has weakened slightly since the start of the year, and while the JSE has seen some notable gains, sector performance has been mixed. Read more in the latest issue of Prosperity: https://lnkd.in/dFjqh2hY #oldmutualwealth #privateclient #curatedwealth #beyondwealth #PrivateClientsbyOldMutualWealth

THINKING THROUGH THE CACOPHONY Everyone is wondering where US trade policies are headed under the second Trump administration. The events of the past week suggests we will keep wondering in the months ahead. Meanwhile, South Africa finds itself in the limelight for the wrong reasons. Looking through the noise, however, things are still moving in the right direction locally. Read more: https://lnkd.in/dWX-xe_q ? #OldMutualWealth #integratedwealthplanning #wealthmanagement #financialplanning

Exciting leadership update at Old Mutual International We’re pleased to announce that Carl Blom has been appointed Head of Old Mutual International to drive our enhanced service delivery and ensure our offerings remain relevant and future-fit. Carl, a qualified actuary, has been with Old Mutual International since 2018, previously leading Investment and Product and, more recently, Wealth Fund and Investments. His deep expertise positions him well to steer our business forward in the evolving offshore investment landscape. Trevor John remains Head of Sales and Distribution, leading our exceptional team of regional offshore managers who provide specialist advice on international investment and structuring. With Carl and Trevor at the helm, Old Mutual International is well-positioned to broaden our product offerings, enhance service delivery, and continue shaping the offshore investment space. We look forward to sharing more at our Old Mutual International Symposium in March, where advisers can engage directly with our leadership team. Join us in congratulating Carl on his new role! ?? #OldMutualInternational #OffshoreInvesting #OldMutualWealth #wealthmanagement #financialplanning

TURNING A CORNER South Africa’s economy stagnated over the past decade, leading to several socio-economic problems and lacklustre investment returns. Yet it looks like 2025 could be the year where things finally and decidedly improve for the better. Read more: https://lnkd.in/dxAi_h4j #OldMutualWealth #integratedwealthplanning #wealthmanagement #financialplanning