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How to access our online services
Our financial performance
Business tools and user guides
Our investment platform: Designed for you and your clients
Up-to-date performance information on funds available through Old Mutual Wealth
Creation – an active range of diversified, risk targeted, multi-asset funds
WealtheSelect: managed portfolio service and researched fund range
Generation – a range of three multi-asset funds built for retirement
Informer – topical articles for financial advisers
Knowledge Direct – our dedicated technical financial planning resource
We offer literature and support at every stage on your investment journey on WealthSelect. Please use the links on the left to browse through the full range of WealthSelect literature or take a look at the key client and adviser guides below.
An in-depth guide to the Managed Portfolio Service, explaining how portfolios are constructed, how risk is managed, who is involved in the service and how to invest.
A detailed guide about how funds are selected for WealthSelect and the ongoing monitoring and governance process undertaken for every WealthSelect fund.
A comprehensive client guide to the Managed Portfolio Service, including your role as the adviser, how their portfolio is constructed and managed, and who is involved.
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