Old Mutual Wealth is the leading wealth management business in the UK and internationally, helping to create prosperity for the generations of today and tomorrow.
It has an adviser and customer offering spanning:
- Financial advice delivered by the Intrinsic network
- Platform based wealth management products and services delivered by Old Mutual Wealth in the UK and Old Mutual International globally
- Asset management solutions delivered by Old Mutual Global Investors
- Discretionary investment management delivered by Quilter Cheviot.
Old Mutual Wealth oversees £104.4 billion in customer investments (as at 31 December 2015).
Old Mutual Wealth is part of Old Mutual plc a FTSE 100 group that provides life assurance, asset management, banking and general insurance. Old Mutual is trusted by more than 18.9 million customers across the world and has a total of £327.9 billion assets under management (as at 31 December 2015).
To find out how our different business can help you achieve your financial goals, use our feedback form and select the 'other feedback' option under the 'nature of feedback' drop-down.
Our long history and heritage
Old Mutual Wealth combines the expertise and heritage of both Skandia and Old Mutual. We have a reputation for outstanding service and are dedicated to helping you achieve your financial goals.
This year, Old Mutual will celebrate its 170th birthday. Throughout its lifetime, a passion for serving the growing insurance and investment needs of customers and their advisers has remained at the heart of the business. This commitment is reflected in Old Mutual's vision: 'to become our customers' most trusted partner'.
What sets us apart?
Throughout our history, we’ve embraced progress and consistently offered investors fresh ways to manage and protect their wealth. We pioneered ‘investment supermarkets’ for example, giving people access to a wide choice of funds and the flexibility to switch between them. Last year we launched another new investment concept, WealthSelect, which provides a simple and cost-effective way to invest in a portfolio of funds, matched to your needs and constantly managed by a team of experts.
The value of advice
We believe in the value of financial advice. The best way to achieve your financial goals is by establishing a long-term relationship between you, your adviser and us. Working together, we can each play a role in helping you to achieve a secure financial future.
If you want to know more about how financial advice works and what it can do for you, check out Advice Matters.
We're proud of our achievements under the Old Mutual Wealth brand and are grateful for each award we've received that recognises the quality of our products, service and expertise. Find out more about our awards here.