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16/09

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

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:

Old Mutual Wealth

It has an adviser and customer offering spanning:

  • Financial advice delivered by the Intrinsic network in the UK and AAM Advisory in Singapore
  • Platform based wealth management and protection products delivered by Old Mutual Wealth in the UK and Old Mutual International globally
  • Asset management solutions delivered by Old Mutual Global Investors
  • Discretionary investment management delivered by Quilter Cheviot.

Old Mutual Wealth oversees £123.5 billion in customer investments (as at 31 December 2016).

Old Mutual Wealth is part of Old Mutual plc a FTSE 100 group that provides life assurance, asset management, banking and general insurance. Old Mutual is trusted by more than 19.4 million customers across the world and has a total of £394.9 billion assets under management (as at 31 December 2016).

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 Old Mutual Wealth Management Limited, a Private Limited Company (Company Number 0604270), Old Mutual House Portland Terrace Southampton Hampshire SO14 7EJ.