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Old Mutual Wealth appoints Investment Specialist


Old Mutual Wealth has added to its specialist sales team with the appointment of Andrew Miller to the role of Investment Specialist.

Joining the company from Architas, Andrew will focus on helping advisers establish and improve upon their investment propositions, providing support and consultancy to allow advisers to deliver outstanding outcomes for their clients more efficiently.

The shake-up in the financial services industry since the introduction of RDR at the start of 2013 has been relentless and Andrew's appointment further emphasises Old Mutual Wealth's commitment to helping advisers grow their business by increasing their investment expertise and demonstrating the value of their services to clients.

Andrew will work with advisers to enhance their understanding of Old Mutual Wealth's investment solutions, including the award winning WealthSelect range of researched funds, through a series of workshops, events, seminars and visits. WealthSelect is one of the UKs fastest-growing investment solutions, attracting an additional £1billion in assets since its launch in 2014, over 90% of which is held in the managed portfolio service.

Tony HarrisCommenting on the appointment, Tony Harris, Head of Specialist Sales, Old Mutual Wealth, said:

"Financial advisers are experiencing scrutiny of their profession like never before and at Old Mutual Wealth we are committed to helping them do business in the most efficient and effective way they can. Our continued expansion of the team at this crucial time and our single-minded focus on helping advisers make the best decisions for the benefit of their clients will, I hope, ensure that we all succeed together. I am very happy to be welcoming Andrew to our expert team."

For more information contact

Tim Skelton-SmithOld Mutual Wealth02380 916 99807824 145

Notes to editors:

About Quilter plc:

Quilter plc is a leading wealth management business in the UK and internationally, helping to create prosperity for the generations of today and tomorrow.

Quilter plc oversees £116.5 billion in customer investments (as at 30 June 2018).

It 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 includes the Old Mutual Wealth UK Platform; Old Mutual International, including AAM Advisory in Singapore; and the Old Mutual Wealth Heritage life assurance business.

Advice and Wealth Management encompasses the financial planning network, Intrinsic; Quilter Private Client Advisers; discretionary fund management business, Quilter Cheviot; and Quilter Investors, the Multi-asset investment solutions business.

The Quilter plc businesses are being re-branded to Quilter over a period of approximately two years:

• The Multi-asset business is now Quilter Investors

• Intrinsic to Quilter Financial Planning

• The private client advisers business is now Quilter Private Client Advisers

• The UK Platform to Quilter Wealth Solutions

• The International business to Quilter International

• The Heritage life assurance business to Quilter Life Assurance

• Quilter Cheviot will retain its name

This press release is for journalists only and should not be relied upon by financial advisers or customers.

Please remember that past performance is not a guide to future performance. The value of investments and the income from them can go down as well as up and investors may not get back any of the amount originally invested. Exchange rate changes may cause the value of overseas investments to rise or fall.

This communication is issued by Quilter plc.  Registered office: Millennium Bridge House, 2 Lambeth Hill, London EC4V 4AJ, United Kingdom. Registered number: 6404270.  Registered in England.