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Old Mutual Wealth Private Client Advisers appoints Dominic Rose as director, London

16/09/2016

Old Mutual Wealth Private Client Advisers is today pleased to announce the appointment of Dominic Rose to lead the firm’s growth strategy in London.

The national wealth management business leveraging Old Mutual Wealth’s expertise in advice, investment and discretionary fund management has established a number of regional offices, including London, since launch in 2015. These regional hubs give the business an expanding national presence, providing the infrastructure to support future growth across the UK.

Dominic joins from Bellpenny, where he oversaw the firm’s acquisition strategy for over four years. He will report to managing director, Nigel Speirs.

Nigel SpiersCommenting on the appointment, Nigel says:

“Dominic is a perfect fit for Old Mutual Wealth Private Client Advisers, joining us with strong credentials from an acquisitive national adviser business. Myself and all my colleagues are delighted Dominic has decided to join us at an exciting time for our new financial planning business.”

Dominic adds:

“Old Mutual Wealth Private Client Advisers occupies a unique space in the market, offering a wealth management service supported by the country’s leading adviser network, Intrinsic, with the strength of a parent company which is totally committed the future of the advice industry in Old Mutual Wealth. I’m really excited to be part of this ambitious new financial planning company and look forward to working with the rest of the team, both in London and across the country, to build on the terrific foundations already put in place.”

For more information contact:

Tim Skelton-Smith
tim.skelton-smith@omwealth.com
07824 145076
02380 916998

Mike Glenister
michael.glenister@omwealth.com
0207 7789 638
07469144535

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 £118.1 billion in customer investments (as at 30 September 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.