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The complete wealth management solution

We can offer you a complete wealth management solution designed to help maximise opportunities for investment growth: Old Mutual International Ireland’s European Executive Investment Bond - PRIIPs (European Executive Investment Bond) and investment management from Quilter Cheviot, only available through your financial adviser. Old Mutual International Ireland dac provides the product, the European Executive Investment Bond, and Quilter Cheviot, our award-winning sister company, can be appointed by Old Mutual International Ireland to be the discretionary asset manager. Quilter Cheviot works with you to create an investment portfolio that's designed to meet your needs.

The European Executive Investment Bond with Quilter Cheviot could be suitable if you:

  • are an expatriate, or a local individual, company or trust, based in a European country*
  • are at least 18 years of age
  • have at least €375,000 of investable assets held in cash or in transferrable assets to invest
  • want to invest tax-efficiently over the medium- to long-term
  • expect to have access to a wide range of investment solutions, such as stocks, shares, bonds and collective investments that will enable Quilter Cheviot to build you a bespoke portfolio
  • are happy to accept more risk than saving into a bank account
  • are primarily looking for a tax-efficient and flexible solution from a strong, reputable company, to pass on your wealth to future generations by using an appropriate trust or nomination.

*Subject to our approval and the product being available in that European country

The European Executive Investment Bond with Quilter Cheviot might not be suitable if you:

  • have no other savings or investments
  • are under 18 years of age
  • are not happy to accept the risk of potential investment losses, and are looking for guaranteed investment growth
  • require instant access to your money
  • wish to invest your money in cash.

For more information, please speak to your financial adviser or you can download the literature below:

Remember, our products are only available through your financial adviser. If you don’t have an adviser, please click here or e-mail us at admin@ominternational.com and we can help you find one.

If you are looking for previous versions of the product literature, please contact us using the details on the contact us page.

 

A combined investment solution

Adviser

YOUR FINANCIAL ADVISER

  • Understands your circumstances
  • Provides holistic financial planning
  • Researches financial planning solutions
  • Conducts due diligence on product and service providers and identifies the most suitable solution
  • Regularly reviews and monitors how the investments are performing
  Old Mutual International

OLD MUTUAL INTERNATIONAL EUROPEAN EXECUTIVE INVESTMENT BOND

  • Is a tax efficient and portable portfolio bond that can travel with you
  • Allows you to transfer existing assets into your bond**
  • Is available in a choice of currencies

**Subject to Old Mutual International’s acceptance

 
  Quilter Cheviot

QUILTER CHEVIOT

  • Provides professional investment management
  • Creates a truly bespoke and diversified portfolio, designed to match your appetite for investment risk as stated in the Investment Mandate
  • Holds the assets linked to the bond and deals with the day- to-day management of the assets
 
 
 


The information provided on this page is not intended to offer advice. It is based on Old Mutual International's interpretation of the relevant law and is correct at the time of publication. While we believe this interpretation to be correct, we cannot guarantee it. Old Mutual International cannot accept any responsibility for any action taken or refrained from being taken as a result of the information contained on this page.

Past performance is no guarantee of future returns. The value of the investments and the income from them can go down as well as up and the investor may not get back the amount invested. Where a transaction involves more than one currency, the investor may be exposed to the risk of currency fluctuations.

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