In this series looking at business transition principles, Mike Leeson, head of distribution development for Old Mutual International, part of Old Mutual Wealth, takes a look at why business planning is so important in helping to build a sustainable business.
More than a tenth of UK advisers have seen clients discouraged from using legitimate tax planning strategies as a result of high profile scandals, according to Old Mutual Wealth (OMW).
Old Mutual is reportedly a step closer to selling its US asset management business, with the group’s board understood to support the deal.
Old Mutual Emerging Markets (Omem) has teamed up with pan-African banking group Ecobank Transnational Incorporated (ETI) as part of a move to expand its operations into French-speaking nations such as Senegal and the Ivory Coast.
FPI has confirmed the departure of Singapore managing director Chris Gill and named his replacement. Zurich has made several senior changes of late, including handing the reins of its MEA Global Life business to Walter Jopp. Axa France’s chief executive and chairman is to depart, while Deutsche Bank’s co-chairman of the management board is to…
New HM Revenue & Customs proposals being consulted on by the industry could fundamentally alter the way UK and offshore bonds work, says Rachael Griffin, financial planning expert at Old Mutual Wealth.
Old Mutual Wealth has appointed Steven Braudo as chief operating officer, effective 1 June 2016.
Old Mutual Wealth (OMW) highlighted its vertically integrated strategy (first adopted in 2012) as the primary driving force behind its stellar performance in Q1 2016.
Aviva Investors has bolstered its global equities team, with Brooks Macdonald luring its new investment director from Quilter Cheviot. Old Mutual Wealth has made two significant UK regional appointments, while Deutsche Bank’s Americas chief executive has announced his departure.
Nearly £4.4bn ($6.4bn, €5.7bn) has been paid out of UK pensions since reforms came into effect in April last year, according to the latest figures published by HM Revenue & Customs (HMRC).
Quilter Cheviot, the London-headquartered discretionary investment manager bought by Old Mutual Wealth in February last year, has opened a representative office in Dubai.
Old Mutual Emerging Markets, one of four units the UK-headquartered financial services giant plans to spin off, may be listed on the Johannesburg stock exchange.
