The importance of providing clients with liquidity solutions when needed cannot be overstated. Old Mutual Wealth’s Head of Advice & Proposition Marketing, Tiaan Herselman, chats to Donovan Beytell, Product Expert for Old Mutual’s Investment-backed Lending capability, about leveraging investment-backed loans against their investment portfolios to benefit high-net-worth clients.

The discussion touches on how clients can access capital without missing out on potential market gains and the seamless application process for financial planners. They also delve into the advantages of investment-backed lending, offering clients quick and easy access to tailored loans with flexible terms and lower interest costs compared to unsecured loans.