Personal Wealth Management

Product Information
The Old Mutual Personal Wealth Management Account is a unique cutting edge investment solution for individuals. It aims to exploit the benefits of personalised and professional wealth management to the full. 

It is a comprehensive and personalized service for investors who believe that active management by a talented investment team with a proven track record of delivering superior returns in the market will provide them with the most appropriate investment portfolio and consistently superior investment returns.

You, Your Portfolio Manager and Old Mutual
Old Mutual’s Personal Wealth Management Account opens up a world of investment possibilities for investors.

It enables investors to access highly customised investment solutions which are managed on the same platform by the same talented team that manages the largest portfolio of institutional assets in East Africa.

This enables Old Mutual Personal Wealth Management Account clients to access many investment opportunities across a diverse range of asset classes.

Our Portfolio Managers are able to use their professional investment training to stay abreast of economic and political landscapes and to look for exciting opportunities in all investible markets. Thus, they are able to provide insightful advice on all the factors which can influence your investment decisions and your returns.

Through your Portfolio Manager you will benefit from Old Mutual’s powerful capabilities: our respected investment research, asset management expertise, personalised client relationship management and a team of investment specialists.

Why the Personal Wealth Management Account?
The flexibility, transparency and simplicity of Old Mutual’s Personal Wealth Management Account through a highly personalised service not only allows you control of your investments but also enables your portfolio to benefit from professional advice.
World Class Investment Excellence.
Direct Access to Old Mutual’s Research Capability and Investment Database.
Quarterly Investment and Valuation Reports.
Quarterly economic and market review to keep you abreast with the changes in the investment climate
Periodic face to face meetings to monitor the progress on your portfolio and review investment strategies.
Your Portfolio Manager always on hand to answer your queries about your Personal Wealth Management Account.

                         
What are Your Fees?

• Portfolio management fee is based on market value of funds under management and calculated and charged monthly in arrears.
• This payment must be made upfront and is non-refundable.
• Monthly withdrawals to a designated bank account can be made at no extra cost.
• Termination: One month written notice.

Why Old Mutual?

• East Africa’s first billion dollar Fund Manager and Market leader, our investment record is second to none.
• Global expertise locally delivered.
• First class client relationship.
• Innovative products.
• IT platform that supports the execution of investment excellence.

Your Investment Return

• Past performance of an investment is not a guide to future performance.
• What you get will depend on investment performance and is therefore not guaranteed.
• When you cash in your investment you may get back less than you invested, especially in the early years.
• Investors should appreciate that there are inherent risks in all types of investments. There can be no guarantee that the objectives of the Fund will be achieved.

Who do I contact for Personal Wealth Management?
Contact  Amos Kosgey or  Charles Maina

Tel Number: 2829800

Email: omamclientservice@oldmutualkenya.com