Mizrachi SA Jewish Observer - Pesach 2016 | Page 14
ADVERTORIAL
TALKING TO MARK SELCRAIG, FINANCIAL PLANNER
AT OLD MUTUAL PRIVATE WEALTH MANAGEMENT IN
SANDTON
it was formed in August 2014, by consolidating SYm|mETRY Multi-Managers and the Acsis Research and Investment Management Team.
The Old Mutual Multi-Managers Long Short Equity Fund of Hedge
Funds (an institutional fund offering) received an award for best fund of
funds over five years during the annual HedgeNews Africa Awards in
Cape Town last week. In 2015 the Fund was honoured with the Longterm Fund of Funds Award over both three and five years and in 2014 it
received the Best Fund of Hedge Funds Award and the Long-term Fund
of Funds Award over three years.
1.What’s your number one asset in the workplace?
Honesty
2.What are your life priorities?
I believe that to be satisfied with life, one has to be true to yourself and
treat everyone with the utmost respect.
My top priorities are:
•My family
•Spiritual stability
•Friends and relationships
•Work
•Fitness
•Hobbies, passions and interests.
3.What can old mutual private wealth management do to help
smooth the ride in the current market turmoil?
During times of volatility, our financial planners assist clients to review
their risk appetite and ensure that their portfolios are in line with their
financial goals. Most of our clients have a long-term horizon (five to seven
years) and high volatility is very much the norm over those time periods.
4.Which funds have proven to be the best performers over the last
three years?
The Old Mutual Global Equity Fund and Old Mutual Global International Growth Fund of Funds both won in their respective categories at
the 20th annual Raging Bull Awards 2016.
The Old Mutual Global Equity Fund went home with two wins. For the
fourth year in a row, the Fund was awarded Top Performance by a Domestic Collective Investment Scheme for the three-year period ending 31
December 2015 for Best (SA-Domiciled) Global Equity General Fund.
It was also recognised with a certificate for the Best Performance on
the basis of Risk-adjusted Returns by a Domestic Collective Investment Scheme for the five-year period ending 31 December 2015 in the
category (SA Domiciled) Global Equity General.
The Old Mutual International Growth Fund of Funds received a
certificate for the Top Performance by a Domestic Collective Investment Scheme for the three-year period ending 31 December 2015 in the
category (SA-Domiciled) Global Multi-Asset Flexible.
These awards are testament to our specialist investment expertise,
passion and commitment. We’re proud to be a market-leader in offering
“green funds” to our clients.
Old Mutual Multi-Managers received the Manager of Managers of the
Year Award at the 2015 Imbasa Yegolide Awards. Old Mutual took
home the honours in the following award categories:
•Manager of Managers of the Year (Multi-manager) – awarded to our
multi-management asset management business, Old Mutual MultiManagers.
•Hedge Fund Provider of the Year – awarded to Old Mutual Investment
Group.
•Responsible Investment Manager of the Year – awarded to Futuregrowth.
This is particularly noteworthy as it demonstrates the leadership position that
our business has taken in this highly competitive asset management field since
The consistent triumph of Old Mutual Multi-Managers proves that we
have a winning team and investment philosophy.
“I would
have to say
that it’s our
commitment
to our
clients”
5.You have been in wealth management for many years, what makes
Old Mutual Private Wealth Management different from its competitors?
I would have to say that it’s our commitment to our clients. We are
dedicated to building long-term relationships based on a foundation of
excellent personal service and investment expertise and taking the time
and resources to understand every client’s personal situation, financial
objectives and attitude towards risk and return. .We do this through our
five pillar framework of responsible business.
The five pillars include responsibility to:
•Our clients
•Responsible investment
•Our employees
•Our communities
•Our environmental management.
Through our lifestyle financial planning approach our customers remain
the heart of our business and help us to continue building on our strong
foundation of ethical values. Treating customers fairly and good governance are critical to our custodianship of our clients’ wealth.
Through our partnership with Old Mutual Wealth and our structured
advice process, our clients have access to our wealth management solutions as well as our team of specialists including Private Client Securities,
Fiduciary Services, Old Mutual International and a range of specialist
investment solutions like private equity and offshore funds.
MARK SELCRAIG
BCOM (BUSINESS ECONOMICS) UNISA
Mark is a Wealth Management specialist with 25 years of experience internationally and locally, advising clients on all aspects of their financial affairs and offering
onshore and offshore investment solutions to fully meet clients’ needs.
Prior to joining O