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Your specialist high net worth partner

Substantial wealth, typically held in multiple jurisdictions, can present complex challenges for advisers and wealth management professionals.

As a provider of cross-border wealth management solutions, we are specialists in robust financial solutions designed for high and ultra-high net worth clients to grow, protect and transfer their wealth across the globe.

Our aim is to be your trusted partner in the development of long-term, integrated solutions, unique to each of your client’s requirements. Select from the options below to find out more.

Wealth solutions brochure

Understand our high net worth propositions and how we can complement your firm’s proposition to create better client outcomes.

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How to efficiently pass on wealth

Our sales aid explores the benefits of investing in a portfolio bond with nominations as opposed to writing a will, and the main differences between the two.

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Contact us

If you would like to understand more about Old Mutual International and the solutions we can offer your high net worth clients, please get in touch with David Matthews and Steven Boyd who will be happy to help.

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Tailored Life Plan

An investment-linked life assurance policy for clients looking to pass on their wealth.

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