Old Mutual International
Old Mutual International is responsible for:
- Providing the Executive Investment Bond. The legal entity that provides this product is Old Mutual International Isle of Man Limited.
- Monitoring the Managed Solutions and Researched Range of funds and adapting the Range over time, to ensure it continues to meet customer needs
Old Mutual Wealth Investment Division
Comprising of Old Mutual Global Investors (OMGI) and Quilter Cheviot.
Are responsible for:
- Managing and running some of the Researched range funds
- Managing the Managed Solution Funds, this covers asset allocation, manager selection and portfolio construction
- Research and ongoing monitoring of the managers within the Researched Range on behalf of Old Mutual International
Fund group partners
These are the external fund managers we have hand-picked to work with.
Our fund group partners are responsible for:
- Managing, on a sub-advised or direct basis, those funds held within the Researched Range that aren’t managed by Old Mutual Global Investors.
Currently, this elite group of managers consists of: Aberdeen , Artemis, Blackrock, BNY Mellon, Fidelity, Franklin Templeton, Henderson, Invesco Perpetual, Investec, JP Morgan, M&G, Schroders and Threadneedle.
Our investment team
Find out more about the individuals involved in overseeing and managing the Researched Range of funds.
Multi-Asset Commercial Director, Old Mutual Wealth Investment Division
Dean is responsible for the oversight and integrity of the investment propositions offered across Old Mutual International. Dean is also in charge of the firm’s commercial relationships with all of its investment management partners.
Prior to this role, Dean was the Chief Investment Officer for Skandia International, where he had prudential oversight of the proprietary investment proposition across multiple international jurisdictions. Dean joined Skandia in January 2007, after almost 10 years with Thesis Asset Management, where he was Head of the Fund of Funds Managed Service and fund selection team. Dean is a Fellow of the Securities Institute.
Multi-asset team co-leads, Old Mutual Wealth Investment Division
Anthony joined Old Mutual in 2000 and is a portfolio manager within our multi-asset team.
In 2007, Anthony became a global bond portfolio manager having been a fixed income research analyst since 2006. Prior to focusing on fixed income, Anthony’s areas of coverage included multi-asset, Nordic equities and quantitative US equity and fixed income research.
Anthony is a CFA Charterholder and has over 15 years of experience.
Ben graduated with a BSc (Hons) degree in information technology for business from Aston University.
He joined Quilter Cheviot (then Quilter) in 1999 and has been joint head of the Managed Portfolio Service, which offers clients a range of actively managed, risk controlled portfolios, since 2012, alongside his role as head of the investment fund research team, which has responsibility for analysing all third-party managed investments.
Ben is a Chartered Financial Analyst (CFA) Charterholder and a member of the Chartered Institute for Securities & Investment.
Both are supported by a large team, committed to multi-manager research, selection and investment, with a strong track record of generating returns from innovative investment solutions. The core team works closely with specialists in research, analysis and economics. The size and skills of our manager-selection team provide substantial negotiating power and access to world-class investment managers, who manage money on our behalf.
Read on to learn about the robust governance we have in place.