Old Mutual Wealth appoints new head of advisory sales
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Old Mutual Wealth appoints new head of advisory sales

15/09/2015

Old Mutual Wealth is strengthening its adviser facing support through the appointment of Gary Dale as head of advisory sales. Gary will be responsible for the sales and distribution of all products into the UK and the investment solutions supporting those products.

Gary will lead the UK distribution team and will report to Scott Goodsir, managing director of UK distribution. Gary brings a wealth of knowledge with over 20 years’ industry experience across asset management, investment management and life companies.

Gary was head of intermediary sales for derivatives and structured products at Investec. He has previously worked at Santander, Prudential, Norwich Union and Axa. 

Gary will join on 30 November 2015.

Scott Goodsir, managing director of UK distribution, Old Mutual Wealth, comments:

“As a leading wealth manager we can help advisers deliver outstanding outcomes for their clients more efficiently. Gary will work closely with advisers and help the distribution team harness these new opportunities. The sheer breadth of Gary’s knowledge and expertise will be a real asset to the team and I look forward to him joining.”

Gary Dale comments:

“Old Mutual Wealth is an ambitious company with a great culture. The adviser support provided by them is renowned within the industry, and I look forward to leading the team at this exciting time.”

For more information contact:

Sophie Heywood (Lenton)  
Corporate Communications Manager | Old Mutual Wealth

M: +44 (0)7834 499 558

T: +44 (0)23 8091 6770 | Ext: 21770
E: sophie.lenton@omwealth.com | W: www.oldmutualwealth.co.uk

 

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; Old Mutual Wealth Private Client Advisers; discretionary fund management business, Quilter Cheviot; and 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

• Private Client Advisers to 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.