Old Mutual Wealth’s shock decision in February to buy AAM Advisory, the largest expat-focused IFA firm in Singapore, has in some ways felt like “having a tooth removed”, according to chief executive Matthew Dabbs.
HM Revenue & Customs’ plans to review personal portfolio bonds (PPB) and potentially correct cases where British expats are left with ‘inequitable’ tax charges when they return to the UK, have been welcomed by industry.
Old Mutual Global Investors (OMGI), part of Old Mutual Wealth, plans to launch the Old Mutual Style Premia Absolute Return Fund (Star) at the beginning of December.
Old Mutual International (OMI) has launched a new initiative to provide international advisers and clients with access to structured products which must meet set criteria on transparency, simplicity and value, the Anglo-South African insurer said in a statement.
Old Mutual Wealth has partnered with the Chartered Insurance Institute (CII) to launch an Investment Academy, designed to help advisers meet new CII criteria.
Old Mutual International has moved to reflect the changing trend towards more flexible products in the offshore market by closing two of its contractual savings plans in three key regions.
A great number of people are eligible under the South African government’s special voluntary disclosure programme, but not everyone is.
In the third of a series of three independent reviews of international life products, Brian O’Neill, consultant at Isle of Man-based actuary and consultancy firm Boal & Co, puts the spotlight on Old Mutual International’s Wealth Management Plan.
Old Mutual International has appointed Friends Provident International’s Ivy Lee as head of business development to boost the firm’s support for the domestic adviser channel and reach in the domestic adviser market.
Wayne Sorour, head of Old Mutual International South Africa, talks to us about the changing landscape in South Africa and the Special Voluntary Disclosure Programme which opened 1 October 2016 and finishes 30 June 2017.
Brendan Dolan, Regional Director, Middle East and Africa for Old Mutual International, talks about how the group is working with advisers as the regulatory landscape changes in the region.
Old Mutual poaches ex-head of Aviva Life UK as its new customer champion czar, while Investec W&I promotes long-running executive for charities Louise Hall. Axa IM announces a casualty of its plan to merge its alternative solutions and structured finance teams as Neptune unveils a whole raft of changes to its US team.
