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About us

Old Mutual Wealth is a leading wealth management business in the UK and internationally, helping to create prosperity for the generations of today and tomorrow. It oversees £114.4 billion in customer investments (as at 31 December 2017). This figure excludes our Single Strategy asset management business. Old Mutual Wealth announced the sale of this business on 19 December 2017, which is anticipated to complete in the second half of 2018.

Old Mutual Wealth has an adviser and customer offering spanning: Financial advice; investment platforms; multi-asset investment solutions; and discretionary fund management.

The business is comprised of two segments: Wealth Platforms and Advice and Wealth Management.

Wealth Platforms

This includes:

  • the Old Mutual Wealth UK Platform
  • Old Mutual International, including AAM Advisory in Singapore
  • the Old Mutual Wealth Heritage life assurance business.

Advice and Wealth Management

This encompasses:

  • the financial planning network, Intrinsic
  • Old Mutual Wealth Private Client Advisers
  • discretionary fund management business, Quilter Cheviot
  • Old Mutual Wealth’s Multi-asset business.

Plans for our Managed Separation and Listing as Quilter plc

Old Mutual Wealth is currently part of the Old Mutual plc group, a FTSE 100 group that provides life assurance, asset management, banking and general insurance.

In March 2016, Old Mutual plc announced a ‘Managed Separation’ strategy, which aims to separate its underlying businesses. On the completion of the Managed Separation, each of the businesses that currently make up Old Mutual plc will be independent entities. This includes Old Mutual Wealth.

The aim for Old Mutual Wealth is to be listed independently on the London and Johannesburg stock exchanges, via a scheme of arrangement, with an element of IPO (Initial Public Offering). The listing will be under our new group name, Quilter plc. The intention is to complete the listing later in 2018, subject to regulatory and other approvals.

On 27 March 2018 we changed the name of our group from Old Mutual Wealth Management Limited to Quilter plc. This has been carried out in preparation for our proposed listing.

Supporting you

In an ever-changing regulatory landscape, it’s crucial that financial advisers stay ahead of the game. We are here to give you all the support and technical expertise you need to help you maximise opportunities for your clients.

Our aim is to be your most trusted partner, providing time-saving tools, access to actively managed investment solutions and flexible, affordable product.

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