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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:

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

On a ‘go forward basis’, Quilter oversees £ 111.6 billion in customer investments (as at 31 March 2018).

It has an adviser and customer offering spanning: financial advice; investment platforms; multi-asset and single strategy 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 Old Mutual Wealth’s multi-asset investment solutions business.

The Quilter businesses will be re-branded to Quilter over a period of approximately two years following separation from Old Mutual:

  • Intrinsic to Quilter Financial Planning
  • Private Client Advisers to Quilter Private Client Advisers
  • The Multi-Asset business to Quilter Investors
  • The UK Platform to Quilter Wealth Solutions
  • The International business to become Quilter International
  • The Heritage life assurance business to Quilter Life Assurance
  • Quilter Cheviot will retain its name.

On 19 December 2017, Old Mutual Wealth announced that it has agreed to sell its Single Strategy asset management business to the Single Strategy Management team and funds managed by TA Associates. The proposed transaction is subject to customary closing conditions, including regulatory approvals. 

Quilter is part of Old Mutual plc, a FTSE 100 group that provides investment, savings, insurance and banking. For the year ended 31 December 2017, Old Mutual reported an adjusted operating profit before tax of £2.0 billion. For further information on Old Mutual plc and the underlying businesses, please visit the corporate website at www.oldmutualplc.com.

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