This site is for financial advisers only, Click here for the consumer site.

Print Share

City Financial Wealth Change Details

1. Fund details  
Companies impacted Old Mutual Wealth Limited
Old Mutual Wealth Life & Pensions Limited
Old Mutual Wealth Life Assurance Limited
Fund Group City Financial (Previously Iveagh)
Fund Name City Financial Wealth
Type of change Investment Manager & Fund Name Change
Date effective from 25 March 2019
Is the event subject to regulatory approval? Investment Manager Change - No
Fund Name Change - Yes
2. Name change details  
Current Investment Manager City Financial Investment Company Limited
New Investment Manager Garraway Capital Management LLP
Current fund name City Financial Wealth
New fund name Garraway Wealth

Copy Client Correspondence

Financial Adviser Verification