View more on these topics

Old Mutual Wealth hires Architas investment specialist

Old Mutual Wealth 2014

Old Mutual Wealth has appointed Andrew Miller as investment specialist to the firm’s specialist sales team.

Miller, who joins the company from Architas, where he was investment development manager, will focus on helping advisers establish and improve their investment propositions.

Miller will also work with advisers to enhance their understanding of Old Mutual Wealth’s investment solutions, including the new WealthSelect range of funds.

WealthSelect has attracted over £1bn in assets since its launch in 2014, over 90 per cent of which are held in the managed portfolio service.

Old Mutual Wealth head of specialist sales Tony Harris says: “Our continued expansion of the team at this crucial time and our single-minded focus on helping advisers make the best decisions for the benefit of their clients will, I hope, ensure that we all succeed together.”

In January, Old Mutual Wealth’s specialist team appointed Roddy Munro and Tim Mason as pension specialists.

Old Mutual Wealth has recently completed its acquisition of Quilter Cheviot for £585m adding £16.7bn in funds under management and 500 employees.

Recommended

George-Osborne-Budget-Day-Speech-2014-700.jpg

Govt advisers warn against Lloyds share sale

The Treasury is ignoring the concerns of UK Financial Investments over the planned retail sale of Lloyds shares, according to reports. Yesterday the Government committed to launch a sale of Lloyds Banking Group shares to the public in the next 12 months. But UKFI, the body set up to ensure the sales of bailed out […]

UK-Currency-Money-Pounds-Notes-700x450.jpg

BlackRock hits out over regulatory clampdown

Asset managers are not a source of systemic risk and should not be regulated as such, says fund giant BlackRock in response to the FSB’s consultation on new regulations. BlackRock says asset managers “are fundamentally different from banks and other financial institutions” and therefore should not be subject to the same measures to control systemic risk. […]

Tony Wickenden: Tax planning under the Tories

Now the Conservatives have claimed victory, what can we expect with regards to pensions, tax and financial planning? Although we are only just into the first full tax year living with the radical changes to the rules on pension drawdown and death benefits we can expect more change, with a special focus on trying to […]

HSBC-700x450.jpg
5

HSBC to cut up to 20,000 jobs

Banking giant HSBC will next week set out plans to cut thousands of jobs across its global operation, Sky News reports. The bank, which has suffered a bruising few months in the wake of claims it helped over 1,000 UK customers evade tax between 2005 and 2007, will next week unveil a revised target for […]

Retirement fund - thumbnail

What price (more) freedoms?

George Osborne will make his last Budget speech of the current parliamentary term this week, and the early media briefings suggest that pensions will again feature heavily in that statement. So what are we able to learn from the weekend’s coverage?

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment