Media Centre

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 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.

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.

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.

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

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.

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

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.  

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).

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. 

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. 

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.