Who's involved?

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 Global Investors (OMGI)

Our sister company and asset management arm of the Old Mutual Group, Old Mutual International’s parent company.

OMGI is 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.

Dean Bowden
Head of Investment Solutions, Old Mutual Wealth 

As the Head of Investment Solutions, 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.

John Ventre
Head of Multi-Asset, Old Mutual Global Investors

John Ventre, Portfolio Manager and head of Multi-Asset, has significant investment experience focused on derivatives, having worked as an exchange-traded derivatives broker and lectured on derivatives at the Liverpool Business School. As an experienced volatility trader, he is ideally suited to managing the Managed Solutions funds. John holds a BA (Hons) in Law from Peterhouse, Cambridge and an MA (Cantab).

John is 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.

Stuart Clark
Portfolio Manager, Old Mutual Global Investors

As Portfolio Manager, Stuart has responsibility for the team that undertakes the research and ongoing monitoring of the individual managers within the Researched Range of funds, including selecting the fund managers and implementing any changes to strategic asset allocation.

Prior to joining Old Mutual, Stuart was an Executive Director at Julius Baer responsible for mutual fund due diligence and has held similar roles at Merrill Lynch Wealth Management, UBS and BDO Investment Management. Stuart is a CFA Charterholder.