Are your clients looking for freedom of choice, flexibility, funds to build winning portfolios or solutions to take fund selection out of their hands? Our investment proposition has got it covered.
The Executive Investment Bond offers your clients the freedom to invest in an extensive range of open architecture funds, to tailor their investment portfolio to their needs.
But the sheer choice available to them means this can be an overwhelming task. And once chosen, the job isn’t done: investment funds need to be constantly monitored to ensure the client’s portfolio it is on track to delivering against their investment objectives.
Our Researched Range simplifies the complex task of selecting and monitoring funds, by delivering:
- the Researched Range – a focused range of individual funds
- the Managed Solution – packaged multi asset funds
The range has been hand-picked from the wide universe of funds available across the market by our investment experts, together with the expertise and experience of the multi asset team at Old Mutual Wealth Investment Division. Our selected fund group partners include some of the most highly regarded global brands.
Watch the fund manager video below: