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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.


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.


59 percent are either fully or partly relying on their gratuity for retirement The primary use for the gratuity will be investing in a business or the stock market


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. 


Old Mutual International and Quilter Cheviot have conducted their annual research into investor attitudes in the local UAE region. The research was first conducted in 2016, and this year’s findings show a concerning swing in investor attitudes towards investment risk. 


As investment expectations increase in the UAE more people will be looking for controlled ways of achieving the returns they desire 98% of investors in the region see the benefits of using a Discretionary Fund Manager (DFM) 


New research from Old Mutual International and Quilter Cheviot found that 64% of expats working in the UAE plan to return back to their home country when they retire. This highlights the need for expats to choose savings and investment solutions which are suitable and portable back to their home country.


Retirement age is disappearing as 3 out of 4 people expect to continue working in some form in retirement Results show how the UAE’s gratuity scheme contributes as a source of retirement funding


South African expats may be unknowingly breaching existing tax rules regarding their offshore investment income and gains Now is the time to correct this before the 31 August 2017 disclosure deadline Offshore bonds offer an invaluable solution to those looking to save tax efficiently 


Old Mutual International has launched a new innovative bond in the Middle East and Africa called the Wealth Portfolio.  The new solution sees Old Mutual International and Quilter Cheviot come together to help deliver enhanced investment outcomes for UK expats in the region through a bond which is fully portable when the expat returns to the UK.


 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.


Five things people don’t understand about the new residence nil rate band


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.

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