for financial advisers only

Old Mutual Wealth’s approach to investing

Investing on our platform

Old Mutual Wealth's platform is an innovative place for you to build, manage and monitor your medium- to long-term investments. It gives you access to a wide choice of funds and a range of tax-efficient ways to hold them in a single place.

What is an investment platform?

The word ‘platform’ is used to describe a place where a variety of different investment related processes and activities can be conveniently carried out. 

Just as mobile technology is changing the way we interact with the world, our platform provides a fresh approach to handling your investments.

A better way to plan your financial future

Our platform offers a fresh approach to financial services. Rather than simply offering separate products, such as pensions, ISAs, and life assurance, the platform brings personal investing right up-to-date. It gives you and your adviser a single, transparent overview of your financial position. This makes it much easier for you to make well-informed investment decisions and plan your financial future.

So what are the benefits of using an investment platform?