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Old Mutual

Growing HNWI interest leads Old Mutual Int’l sales to triple

Life | 6 Aug 15

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.

Life companies recommend trusts after UK disinheritance case

Retirement | 30 Jul 15

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.

Technical special: A Budget in blue with Old Mutual Int’l

Profiles & Comment | 28 Jul 15

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.

Old Mutual Int’l launches trust campaign for offshore advisers

Life | 20 Jul 15

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”.

Quilter Cheviot targets Middle East with Dubai office

Companies | 10 Jul 15

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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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.