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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
A range of Offshore products tailored for different customer segments
Our £20,000 minimum investment, single price tiered Annual Management Charge (AMC) product which gives you the ability to manage model portfolios.
Our £25,000 minimum investment, open architecture product which the client can invest in a wide range of currencies and appoint a Discretionary Asset Manager and/or custodian.
Our single premium life assurance bond is managed by a Discretionary Asset Manager on a full discretionary basis for those who do not want to actively manage their investment of a minimum £100,000.
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