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Old Mutual Wealth strengthens adviser support with double hire

23/05/2018

Old Mutual Wealth continues to strengthen its adviser support team through the appointments of pension specialist, John Corbyn, and offshore specialist, Ash Kapasi. 

John Corbyn joins Old Mutual Wealth after holding previous roles at Standard Life and Winterthur, which later became part of AXA Wealth, where he was head of specialist products sales. John recently spent a short period at Phoenix Group when AXA Wealth’s pension and protection business was sold to Phoenix in 2016.

Meanwhile, Ash Kapasi brings more than 20 years’ experience in the tax and trust industry, and specialises in helping advisers and their clients to achieve their financial planning goals. Prior to his appointment at Old Mutual Wealth, Ash held business development roles with Brooks Macdonald and Canada Life in the Midlands.

Through workshops, events, seminars and visits, both John and Ash will work with advisers to enhance their understanding of pensions and offshore bonds and trust structures respectively, and help them to navigate an evolving regulatory environment.

The hires follow the recent appointment of pension specialist Jamie Clarke, who also joined Old Mutual Wealth’s 21-strong UK specialist sales team recently.

Scott Goodsir, managing director of UK distribution, Old Mutual Wealth, comments:

“It’s a pleasure to welcome both John and Ash into Old Mutual Wealth. Their combined industry experience of over 50 years will make them both real assets to our growing team. We continue to bolster our specialist support team with industry experts to make sure advisers are given the right support to continue to provide excellent outcomes for clients in a rapidly changing regulatory landscape.”

John Corbyn adds:

“Having been in the pension sector for most of my career I can say with certainty that this is an incredibly exciting but challenging time for the industry.

“I am therefore very pleased to join an already accomplished team at Old Mutual Wealth and provide my insight to them. Old Mutual Wealth has also got a great reputation and I am excited to be part of this fast-paced and innovative business.”

Ash Kapasi comments:

“While the legislative landscape continually evolves, the need for quality financial planning remains constant. Ensuring clients’ affairs are organised to allow inter-generational wealth management is exceptionally relevant in today’s environment and there is high client demand for advice.

“I am excited to join a talented team who are dedicated to assisting advisers to get the best possible outcomes for clients from the high-value opportunities in this area.”

For more information contact

Alex Berry023 8072 626007741 151931alex.berry@quilter.com
Geordie Clarke023 8091 616007741 725592geordie.clarke@quilter.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 £118.7 billion in investments (as at 30 September 2019).

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: Advice and Wealth Management and Wealth Platforms.

Advice and Wealth Management encompasses the financial advice business, Quilter Financial Planning; the discretionary fund management business, Quilter Cheviot; and Quilter Investors, the Multi-asset investment solutions business.

Wealth Platforms includes Old Mutual Wealth UK platform; Old Mutual International, including AAM Advisory in Singapore; and the Old Mutual Wealth Heritage life assurance business.

The Quilter plc businesses are being re-branded as follows: 

  • Quilter Financial Planning (previously Intrinsic)
  • Quilter Private Client Advisers (previously Old Mutual Wealth Private Client Advisers)
  • Charles Derby Group (becoming Quilter Financial Advisers)
  • Quilter Financial Adviser School
  • Quilter Cheviot
  • Quilter Investors
  • Old Mutual Wealth (becoming Quilter Wealth Solutions in 2020)
  • Old Mutual International (becoming Quilter International in 2020)

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.