AAM Advisory, the Singapore-based financial advice business which is part of Quilter, is pleased to announce it has bolstered its team with two new hires.
Research by Old Mutual International, part of Quilter, found that 76%* of parents in Singapore and Hong Kong were concerned that if their spouse was to remarry after they had died it could change how their wealth was distributed to their children in the future.
AAM Advisory, the Singapore-based financial advice business which is part of Quilter, is pleased to announce Eryk Lee as its new chief executive officer.
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.
If you are covering the Isle of Man Conduct of Business press release, please find a comment from Peter Kenny, CEO of Old Mutual International, part of Quilter:
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
New discretionary trust provides access to capital and mitigates IHT
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.
Overseas investment into the London residential new-build property market is dominated by Asian investors. New analysis by Old Mutual International shows the extent of this dominance and highlights the need for overseas investors to consider UK inheritance tax within their financial planning.
Old Mutual International, part of Old Mutual Wealth, develops its growth strategy in Singapore through the hire of new sales specialist Bryan Pee. The new role has been developed to support the business’s continued focus on high net worth individuals (HNWI) and to expand Old Mutual International’s reach in Singapore.
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
Five things people don’t understand about the new residence nil rate band
Old Mutual International, part of Old Mutual Wealth, today announces that Ian Kloss will become the new CEO for Old Mutual International in Singapore.
Old Mutual International, part of Old Mutual Wealth, today launches a landmark initiative with structured product providers to help international investors achieve better outcomes.
Old Mutual Wealth announces the appointment of Glyn Jones as the independent non-executive Chairman of the Old Mutual Wealth Board, subject to regulatory approval.
Old Mutual International, part of Old Mutual Wealth, the leading wealth management business in the UK and internationally, announces the appointment of Simon Hull as operations director for the Isle of Man.
Old Mutual International Isle of Man, part of Old Mutual Wealth, the leading wealth management business in the UK and internationally, announces the appointment of Peter Kenny as managing director.