Creating prosperity for the generations of today and tomorrow
We provide long-term investment solutions to help you achieve the lifestyle you want for you and your loved-ones. There is no such thing as ‘one size fits all’, so it’s important that you identify and define your personal financial goals with the help of a financial adviser.
Our purpose is to help you and your adviser to get there, through:
- flexible, tax-efficient ways to grow and access your wealth, including pensions, ISAs and collective investments
- life and critical illness cover to protect you, your family and your business interests
- legacy planning, to ensure you can pass on your estate tax-efficiently to the people you choose
- ways to easily manage and monitor your investments, in one convenient central hub we call our investment platform.
Our wider business
Old Mutual Wealth is part of Quilter, a leading provider of advice, investments and wealth management both in the UK and internationally, managing over £100 billion of investments on behalf of over 900,000 customers (as at 31 March 2018). Quilter plc, our group holding company, is listed from 25 June 2018 on the London and Johannesburg stock exchanges.
To find out more about Quilter, including shareholder information, corporate news, reports and governance, as well as information on our career opportunities and approach to responsible business, please visit our group website, www.quilter.com.