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Our spokespeople

Paul Feeney

CEO, Old Mutual Wealth

Paul was appointed Chief Executive Officer (CEO) of Old Mutual Wealth in August 2012. He is responsible for driving the growth and development of the business as an integrated wealth solutions and asset management provider. Prior to this Paul was CEO of, Asset Management, Long Term Savings after joining Old Mutual in January 2012.

From 2008 to 2011 Paul was Executive Director and Head of Distribution at BNY Mellon Asset Management International. Prior to that Paul was Managing Director and Head of Distribution for Gartmore Investment Managers, responsible for all sales, marketing, product development and multi-manager divisions of Gartmore globally.

Paul's extensive background in both asset management and wealth management includes positions as Chief Executive of NatWest Private Bank and NatWest Investments USA as well as three years at Coutts.

Richard Freeman

Chief Distribution Officer, Old Mutual Wealth

Richard leads the Distribution Division in Old Mutual Wealth, where he is responsible for developing the leading vertically integrated distribution business that delivers consistently great customer outcomes in our chosen market segments.

Richard was previously CEO of Intrinsic, where he led the negotiations with Old Mutual Wealth resulting in the acquisition of Intrinsic in 2014 and the successful integration of the business into the Old Mutual Wealth group.

He joined Intrinsic in 2005 as a Founding Director, initially as Sales Director before promotion to the role of Chief Executive in 2010. During that time Richard led the acquisition of other advice networks, notably Mint Financial Services in 2008 and Positive Solutions in 2013, which contributed to Intrinsic becoming the largest distribution business in UK financial services.

Martin Baines

Chief Investment Director, Old Mutual Wealth

Martin Baines is Chief Investment Director of Old Mutual Wealth. Following the acquisition of Quilter Cheviot in February 2015, he joined the Old Mutual Wealth Executive Committee, reporting to Paul Feeney, chief executive of Old Mutual Wealth. Martin was previously Chief Executive Officer of Quilter Cheviot. He has over 25 years’ experience in the stockbroking and investment management industry.

He became a Director of Quilter in 1998 and joined the Management Group in 1999.  He also served as Chief Executive Officer of Quilter Fund Management Limited. Martin has previously served as Head of Onshore Branches, with specific responsibility to build the UK branch network. Following the purchase of Quilter by Morgan Stanley in 2001, Martin was appointed as a Managing Director of Morgan Stanley in 2002 and Chief Executive Officer of Quilter in 2003. 

 

Steven Levin

CEO, Investment Platforms

Steven was appointed Global Head of Distribution for Old Mutual Wealth in October 2013. Previously Managing Director, International & Europe, he is responsible for all sales and distribution activity across the UK, International and European markets.

Prior to this Steven was Chief Executive Officer at Skandia International from April 2011, and before that he worked as Product and Proposition Director for Old Mutual Long Term Savings division and was responsible for expanding the proposition set across the Old Mutual businesses worldwide. He has been with the Old Mutual Group since 1998 and held various senior roles at both Old Mutual South Africa and Old Mutual Asset Managers.

Steven is an actuary and Chartered Financial Analyst

Rachael Griffin

Financial Planning Expert, Old Mutual Wealth

Rachael Griffin provides tax and technical expertise for the development of financial planning solutions to UK tax residents, UK domiciles, expatriate as well as international investors. This incorporates a product and trust range which covers markets as diverse as the UK, Middle East, Far East, Latin America and South Africa. As a technical specialist with over 15 years experience in trusts and tax planning, which includes international pensions, Rachael is a frequent commentator in the trade press. She is a qualified Chartered Financial Planner in the UK, member of the Society of Trust and Estate Practitioners, Chairman of the Legal & Regulatory Committee and member of the Tax committee for the Association of International Life Offices.

Adrian Walker

Retirement Planning Expert, Old Mutual Wealth

Adrian joined Old Mutual Wealth in 1989 as Pensions Development Manager, since then his role has continued to evolve within the organisation. He is currently Retirement Planning Expert at Old Mutual Wealth. Adrian started his financial services career in 1977 working with both Schroder Life and Vanbrugh Life in helping to deliver their pension solutions to the adviser marketplace.

He has continuously worked in the pension’s field since that time, developing and specialising in technical support on pension related issues to the financial adviser market and liaising with regulatory bodies on pension related matters. 

Jon Greer

Pensions Expert, Old Mutual Wealth

Jon is responsible for ensuring Old Mutual Wealth's pensions business is developed in compliance with the UK tax and regulatory framework. With 16 years pensions experience in various pension technical roles, he focuses on the taxation and governance of UK registered pension schemes, as well as qualifying recognised overseas pension schemes.

Tom Hawkins

Head of Financial Solutions, Old Mutual Wealth

Tom was appointed Head of Financial Solutions in May 2014.  In this role Tom is responsible for identifying, developing and marketing our customer and adviser value propositions in the UK, covering platform, pensions and investments. Tom has 14 years’ experience in financial services having joined Old Mutual Wealth in November 1999 and has held roles in Operations, Marketing, Sales and Strategy. 

Most recently Tom was Strategy and Research Manager where he was responsible for influencing our proposition by gaining an understanding of what our customers and advisers need and want.  A key success was developing and supporting the launch of WealthSelect.

Paul Roberts

Head of Protection, Old Mutual Wealth

Paul joined Old Mutual Wealth in September 2015 as Head of Protection from LifeQuote, the specialist protection portal, having served as head of intermediary distribution since April 2011. Paul started his financial services career in 1986 working with the Guardian Royal Exchange having held a number of senior protection roles within GRE, Scottish Equitable and most recently AEGON as well as working closely with all the leading intermediary networks, including Intrinsic.

Old Mutual Wealth has ambitious growth plans for our protection proposition footprint, Paul’s knowledge of the adviser market and experience of building distribution models in partnership with intermediaries makes him the ideal candidate to lead us in this ambition.