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New research* from Old Mutual International, part of Quilter, shows that international financial advisers believe that their biggest challenges in 2019 were regulatory changes, a slowdown in the global economy and attracting new clients.


Old Mutual International, part of Quilter, is pleased to announce it has appointed Jan Wiberg as its new area sales manager for Sweden.


Old Mutual International, part of Quilter, has released a new risk profiling app for financial advisers to help them assess a client's attitude to risk and then discuss that level of risk with their clients, in a single meeting.


A fifth of advisers say clients are concerned about personal data breaches


60 percent of advisers are not concerned about full fee transparency 57 percent are taking, or are in the process of taking, less in upfront commission 92 percent of advisers see the benefits of moving from full upfront commission to on-going fees


David Denton, head of international technical sales at Old Mutual Wealth, comments:


Old Mutual International, part of Quilter plc, is taking legal action against Leonteq Securities AG and related parties. The legal action relates to the making of false statements by Leonteq as to levels of commission paid to advisers on Leonteq structured products. Had the true level of commission been disclosed the products would not have passed Old Mutual International’s criteria and no investments would have been made.


Old Mutual Wealth and Old Mutual International have both launched a new innovative Excess Income Trust solution and online tool to help clients benefit from the ‘normal expenditure out of income’ exemption, providing a simple and tax efficient way to pass on wealth. 


 92% of advisers recognise the need to transition 89% agree regulatory change is a good thing 60% of advisers are changing their business model 88% recognise benefits of changing to a recurring fee business model 


Old Mutual International, part of Old Mutual Wealth, announces Paul Evans as the new Head of Region for the Middle East and Africa. Paul will take over responsibility for leading the distribution team in the region from Brendan Dolan, who was recently promoted to Sales Director for Old Mutual International.

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