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Multi-Asset expertise in Old Mutual Wealth's Investment Division

The Multi-Asset team at Old Mutual Wealth's Investment Division, comprising of Old Mutual Global Investors (OMGI) and Quilter Cheviot are responsible for the management of the range of solutions that make up our proprietary investment solutions, including the WealthSelect fund range and Managed Portfolio Service, and the Spectrum, Generation and Foundation ranges of multimanager, multi-asset funds.

This team is co-led by Anthony Gillham and Ben Mountain supported by a large team committed to multi-asset investment, with a strong track record of generating returns. The team’s size and skills provide substantial negotiating power and access to a wide universe of world-class managers.

Members of the Multi-Asset team come from a variety of backgrounds, bringing different skills and perspectives to the process. The team is structured to encourage collaboration and a full exchange of ideas and information. Members work closely with specialists in research, analysis and economics.

In managing the team, Anthony and Ben place great emphasis on the resources they have available in order to dedicate the skills needed to undertake comprehensive research. This also allows the team to build relationships with managers and fund groups.

Team members have responsibilities in multiple disciplines. These disciplines fall into four main groups, although there are additional layers catering for specialisms in certain asset classes, geographical sectors and types of research/strategy.

Multi-Asset team’s key disciplines

  • Portfolio management
  • Asset allocation
  • Manager selection and due diligence
  • Quantitative analysis, systems and performance reporting

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