John will be responsible for establishing the retail customer solutions team, which will play a central role in Old Mutual Wealth’s strategy of blending market-leading businesses to create customer-focused end-to-end wealth management solutions.
The retail customer solutions team will work across the business units within Old Mutual Wealth to ensure that its overall proposition and services deliver improved outcomes and superior customer experience, particularly where advisers and customers are choosing to access multiple parts of the Old Mutual Wealth proposition.
John joins Old Mutual Wealth with a wide range of experience and expertise in the financial planning, platform and wealth management industry, most recently as Tilney's head of client proposition.
Commenting on the appointment, Paul Feeney, CEO of Old Mutual Wealth, said:
“Old Mutual Wealth’s continued strong performance illustrates the success of our multi-channel strategy. John joins us to focus on enhancing the experience and outcomes for those customers who choose to access multiple parts of our proposition, and his appointment adds significant expertise and experience to our business at a crucial stage in our evolution.
John Porteous said:
“I’m delighted to be joining Old Mutual Wealth at such an exciting time for the business, as it prepares for its proposed listing in 2018. It is extremely exciting for me to have the opportunity to be part of that journey and help shape the customer experience though our end-to-end wealth management solutions.”