Etienne Nel

Portfolio Manager

Role: Portfolio Manager at Old Mutual Wealth
Location: Raleigh-Durham-Chapel Hill, NC, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Etienne Nel

I\'ve spent 30 years building the financial infrastructure that most people never see the…

Experience

Portfolio Manager
Old Mutual Wealth
Apr 2024 — Present · City of Johannesburg, ZA

Education

Moonstone Business School of Excellence
FAIS Representative, Financial Planning and Services
Moonstone Business School of Excellence
FAIS Key Individual, Financial Planning and Services
JSE
Registered Securities Trader, Capital markets
University of the Witwatersrand
Postgraduate Degree SA Institute of Stockbrokers, Stock Broker
1998 — 1999
University of Johannesburg
B.Comm, Investment Management
1990 — 1993

Skills

Strategic Policy Development
Business Innovation
Executive Management
Strategic Marketing
Leadership
Securities Regulation
Securities
Strategic Planning
Trading
Emerging Markets
Otc Trading
Business Strategy
Entrepreneurship
Equities
Portfolio Management
Asset Management

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@oldmutual.co.za
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

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Current company

Old Mutual Wealth

Financial Services · 380 employees

Old Mutual Wealth is a wealth management business that is built around you. We partner with individuals, families, trusts and corporates and our investment approach is based on a holistic view of your wealth. Our wealth management and investment solutions offer bespoke integrated wealth management solutions shifting the focus from only the assets you hold with us to a complete picture that considers your wealth today, and your ambitions for tomorrow. Whether your goal is to grow your wealth, generate income or preserve and pass on capital, we’re here to partner with you on this journey. Together with your financial planner we: • Co-create a financial plan that is meaningful to you considering all facets of your life. • Select the best investments based on extensive research and collective insights from our industry-leading analysts. • Design an appropriate asset allocation and diversification plan in line with your investment strategy. • Actively manage your investments to take advantage of the best opportunities both locally and globally. • Ensure that fiduciary structures are integrated into your consolidated action plan. We believe that a partnership philosophy is central to delivering on your wealth management needs and are committed to building a long-term relationship with you based on trust and integrity.

oldmutual.co.za

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