Old Mutual Wealth is a leading retail investment business in the UK and internationally. It offers an integrated customer proposition covering financial advice, actively managed investment portfolios and a range of tax efficient products. Its vision is to make wealth management services more accessible to consumers in order to enable positive futures for its customers. Old Mutual Wealth comprises Skandia*, Skandia International, Old Mutual Global Investors and Intrinsic.
At the heart of its proposition is a range of actively managed investment portfolios that cater for the vast majority of customer needs. These investment solutions are managed by Old Mutual Global Investors and available through a complete range of tax efficient products – ISAs, Pensions and Bonds (onshore and offshore) – or as stand-alone investments.
Internationally, Old Mutual Wealth, via Skandia International, offers a leading range of flexible and portable investment products for customers in different parts of the world; each is designed to be relevant to the needs of the local market.
Intrinsic is the largest network of financial advisers in the UK with around 3,000 restricted and independent financial advisers. Intrinsic’s financial advisers are focused on providing the right advice and solutions, to both individuals and businesses, across all product areas - from pension and investment advice to mortgage planning, protection and insurance.
Old Mutual Wealth currently oversees £80.2 billion in customer investments (as at 31 March 2014) and has offices in the UK, France, Italy, Germany and Austria, as well as the Isle of Man, Dublin, Hong Kong and Singapore.
Old Mutual Wealth is part of Old Mutual plc, a FTSE 100 group that provides life assurance, asset management, banking and general insurance. Old Mutual is trusted by more than 16 million customers across the world and has a total of £297.1bn assets under management (as at 31 March 2014)
This press release is for journalists only and should not be relied upon by financial advisers or customers.
*UK, France and Italy