Old Mutual International
Old Mutual International is part of Quilter, a leading provider of advice, investments and wealth management both in the UK and internationally, managing £109.3bn of investments on behalf of over 900,000 customers (as at 31 Dec ’18).
It offers effective and highly flexible wealth management solutions to expatriate and local investors across the world. These solutions are designed to be relevant to the needs of the local market while complying with the regulatory environment.
It is one of the few providers to operate in multiple global markets, including Africa, Asia, Europe, Latin America, the Middle East and the UK.
Since 2016, Old Mutual International has been working in partnership with International Adviser to raise awareness of best practice and help ensure the future success of the international advice industry worldwide. To support the campaign, it sponsors the International Adviser Best Practice Adviser Awards. Now in their fourth year, the awards remain unique at recognising and rewarding financial adviser business excellence internationally.
Significant changes in the industry and across different markets, such as the recent implementation of the Isle of Man Conduct of Business Code, mean that now more than ever advisers need to develop sustainable business models. This will help ensure they remain relevant and profitable, as well as giving their clients a better and more consistent service.
Old Mutual International deals with different regulators from across the globe and engages with all types of advisers operating different business models. The company believes this allows them to support, with confidence, advisers throughout their journey. By sharing its knowledge, expertise and solutions, advisers can develop their own strategy for building a business that’s truly fit for the future.
In 2016, Old Mutual International launched Future Fit, a training programme that helps adviser firms build more sustainable businesses. It was the first international financial services provider to design a set of training modules to support advisers move their businesses forward, truly transform and put the customers at the heart of their business model.
Please visit www.oldmutualinternational.com/future-fit/ for more information.