In the April 2024 edition of the Wealth Debrief Exchange from Old Mutual, David Veary and Tiaan Herselman explore how financial planners are streamlining their operations and enhancing client service through strategic partnerships in investment management. They highlight Old Mutual Wealth's approach, focusing on their multi-manager range of funds and the Tailored Fund Portfolios, which simplify investment decisions for planners. Tiaan also discusses Private Clients by Old Mutual Wealth, emphasizing bespoke wealth and investment solutions tailored for high-net-worth individuals. This session underscores Old Mutual Wealth's commitment to providing practical, efficient investment options that empower financial planners to prioritize client-centric financial planning.