How our integrated partnership with Old Mutual’s investment experts works
Wealth Select Managed Portfolio
Part of Sycamore Wealth’s Financial Planning service is to monitor and review your holdings and where appropriate make recommendations to change or rebalance the holdings to ensure that the portfolio continues to best meet your needs in line with your attitude to risk.
With this in mind, Sycamore Wealth has partnered with Old Mutual Wealth (OMW) to provide a Discretionary Managed Portfolio Service, run by OMW. This service allows you to give OMW the authority to actively manage your fund portfolio in your investments. This provides a regular re-balancing and switching facility (free of switching charges), always in line with your personal objectives and ‘attitude to risk’.