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WealthSelect

In this section you will find literature on our new WealthSelect investment option. Please use the links on the left to browse through the full range of WealthSelect literature or take a look at the key client and adviser guides below.

Introducing Old Mutual Wealth's new WealthSelect investment options

A comprehensive introduction for advisers to WealthSelect and the Managed Portfolio Service, including its benefits and suitability for clients and an overview of our governance process.

WealthSelect managed portfolio service

An in-depth guide to the Managed Portfolio Service, explaining how portfolios are constructed, how risk is managed, who is involved in the service and how to invest.

A managed portfolio to match your goals

A detailed client guide to the Managed Portfolio Service, including your role as the adviser, how their portfolio is constructed and managed, and who is involved.

WealthSelect researched fund range - managing the managers

Detailed information about how funds are selected for WealthSelect and the ongoing monitoring and governance process undertaken for every WealthSelect fund.

Financial Adviser Verification