– supporting the awareness of best practice
Quilter International, formerly known as Old Mutual International, is one of the leading cross-border providers of wealth management solutions, and part of Quilter plc which is listed on the London and Johannesburg stock exchanges.
Quilter is one of the leading providers of advice, investments and wealth management, both in the UK and internationally and, as at 31 March 2020, manages £95.3 billion of investments. As a brand, it stands for quality, personal service and dependability; values that are at the heart of our business philosophy.
PARTNERING WITH INTERNATIONAL ADVISER
Since 2016, we have 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, we are a partner for the International Adviser Best Practice Adviser Awards. Now in their fifth year, the awards remain unique at recognising and rewarding financial adviser business excellence internationally.
COMMITTED TO ADVICE
The very foundation of Quilter’s beliefs lies in the value of trusted face-to-face advice. Quilter International can help advisers manage and grow their clients’ wealth; not just for their own future, but for their family and the generations to come. We provide advisers all the support and technical expertise they need to help them maximise opportunities for their clients, while supporting them in growing their business sustainably in an ever-changing environment.
EXPERT SUPPORT, TAILORED SOLUTIONS
We are one of the few financial services providers to operate in multiple global markets, offering effective financial planning solutions for expatriates and local investors across the world including Africa, Asia, Europe, Latin America, and the Middle East.
Our presence in the highly regulated and tax-efficient financial centres of Dublin and the Isle of Man means that clients can be confident that their interests are looked after. In the Isle of Man, we are one of the largest financial services employers. And with more than 35 years’ expertise in international markets and an enviable reputation for technical and product excellence, we are a major force in the offshore marketplace.
We put a customer-focused approach at the heart of our business. We recognise how important it is for customers to know that their financial interests are being taken care of. And we take huge pride in the part we play in helping them achieve their financial goals. We understand that each investor is an individual with unique needs and different objectives – whether that’s achieving greater tax-efficiency, saving for a future event, securing a regular income, or investing for a prosperous retirement.
ENCOURAGING ADVISERS TO BE FUTURE FIT
In 2016, we launched Future Fit, a training programme that helps adviser firms build more sustainable businesses. We were 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.