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29/08/2017

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 

10/07/2017

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.

29/06/2017

 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 

19/04/2017

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.

30/03/2017

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

22/11/2016

Old Mutual International, part of Old Mutual Wealth, today launches a landmark initiative with structured product providers to help international investors achieve better outcomes. 

29/09/2016

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.

16/08/2016

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.

01/08/2016

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.

14/07/2016

Old Mutual International is pleased to announce the launch of a new expat referral service offered by EY. The new service comes at a time when expats and non-UK domiciles will value expert tax advice as they digest what ‘Brexit’ could mean for them. Over the coming months and years, this demand is likely to increase as more detail emerges on the potential legislative changes.

01/06/2016

Old Mutual International launches White Paper on the future of the international advice market

30/03/2016

Changes potentially due to come in on 6 April 2017 could mean some non-UK domiciles may no longer need to rush to sell their overseas assets before they become deemed UK domiciled, and others may be thousands of pounds better off if they hold onto overseas assets until after they become deemed UK domiciled. However, this change is not expected to be consulted on until later this year, and changes won’t be confirmed until the Finance Bill 2017, so non-UK domiciles face a period of uncertainty.

15/03/2016

Old Mutual Wealth today completes the acquisition of AAM Advisory, the leading expatriate adviser business in Singapore.

02/03/2016

Old Mutual International, part of Old Mutual Wealth, today launches the Swedish Executive Portfolio, a new whole-of-life portfolio bond tailored specifically for Swedish investors. The new bond provides a compelling solution for wrapping investment portfolios for a market dominated by custodian business.  

13/01/2016

According to the latest research* by Old Mutual International, 38% of international advisers who carry out pension transfer business believe a review of the new rules is required in light of numerous challenges. Just 20% of advisers did not think a review was required and the remaining 42% of advisers were not sure. This suggests there would be widespread support for a review of overseas pension transfers by the Department for Work and Pensions (DWP).

18/12/2015

Old Mutual International, part of Old Mutual Wealth, has created a new head of distribution development role to focus on supporting, evolving and strengthening the international adviser market through regulatory and business transformation. 

23/11/2015

Old Mutual International, part of Old Mutual Wealth, is strengthening its leadership team through the appointment of Karen Blatchford as head of international marketing. The appointment will provide key leadership and investment expertise as Old Mutual International develops the next phase of its ambitious growth plans. 

12/11/2015

Old Mutual Wealth, the leading wealth management business, announces further developments within its vertically integrated model.  Old Mutual International and Quilter Cheviot will team up to deliver market leading investment opportunities to investors in South Africa.

05/11/2015

Old Mutual International, part of Old Mutual Wealth (based in the UK), is teaming up with Quilter Cheviot to deliver market leading international investment opportunities to investors in South Africa. Quilter Cheviot, a leading discretionary investment manager, became part of Old Mutual Wealth earlier this year and this new move demonstrates the businesses within Old Mutual Wealth working together to help deliver better solutions to clients and advisers across international markets.

02/11/2015

Old Mutual International, part of Old Mutual Wealth, today launches a new high net worth team in its Isle of Man service centre. This is in response to Old Mutual International attracting a growing number of larger, more complex cases, which will benefit from having a dedicated team responsible for adapting and delivering service.

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