Old Mutual Wealth appoints John Porteous as retail customer solutions director | Old Mutual Wealth
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Old Mutual Wealth appoints John Porteous as retail customer solutions director

08/09/2017

Old Mutual Wealth, one of the UK’s largest wealth management businesses, announces the appointment of John Porteous in the newly created role of retail customer solutions director. 

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.

Paul Feeney

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

 

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.”

For more information contact

Tim Skelton-SmithOld Mutual Wealth02380 916 99807824 145 076tim.skelton-smith@omwealth.com
Michael GlenisterOld Mutual Wealth020 7778 963807469 144535michael.glenister@omwealth.com

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.