Asset allocator with Quilter Cheviot Jersey
Tim Childe, head of international for Quilter Cheviot – now part of Old Mutual – is setting his sights on furthering the group’s international reach.
Old Mutual
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Growing HNWI interest leads Old Mutual Int’l sales to triple
Old Mutual International (OMI) saw net sales triple in the first half of 2015, while its volume of business from high net worth customers grew across all regions.
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Life companies recommend trusts after UK disinheritance case
The case of a woman who secured £164,000 from her mother’s will despite being excluded from it has led the life industry to recommend trusts as a more secure way to distribute wealth upon death.
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Technical special: A Budget in blue with Old Mutual Int’l
In the first 100% Conservative Budget in nearly two decades, chancellor George Osborne has introduced a raft of changes, including significant revisions to UK non-dom status.
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Old Mutual Int’l launches trust campaign for offshore advisers
Old Mutual International has launched a campaign to promote “under-utilised” trusts among offshore advisers and will launch further support tools “shortly”.
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Quilter Cheviot targets Middle East with Dubai office
Discretionary fund manager Quilter Cheviot, which was acquired by Old Mutual Wealth in Q1 of this year, is to open a branch office in Dubai.
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Offshore bonds to benefit from permanent non-dom abolition
The life industry has recommended offshore bonds to those facing UK tax on their foreign income, following the abolition of permanent non-dom status in yesterday’s Budget.
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Quilter Cheviot restructures exec team after Old Mutual deal
Discretionary fund manager Quilter Cheviot has announced a major restructure of its executive team, five months on from its acquisition by wealth management firm Old Mutual Wealth.
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Experts point non-doms to offshore bonds ahead of Budget
As chancellor allegedly George Osborne prepares to crack down on non-doms in Wednesday’s budget, experts have recommended offshore bonds as an alternative to those facing an increasing amount to protect their foreign earnings from UK tax.
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Summer Budget 2015: Saving the wealthy from record IHT rates?
Last week, it was revealed that HM Revenue & Customs took in a record £379m worth of inheritance tax (IHT) in April, but with the Tories today confirming a more lenient approach to the tax in Wednesday’s Summer Budget, what is the future price of passing down wealth?
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MAS fee disclosure proposal presents a ‘challenging timescale’
The six month window which the Monetary Authority of Singapore said it will give providers of investment-linked products (ILP) to standardise the way charges are presented to customers is expected to be a “challenging timescale”, Old Mutual International has said.
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Intrinsic drops four providers in protection panel review
Four providers have been removed from the list of companies offering protection products to Intrinsic’s restricted advisers.