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VERIFIED COMPANY DOSSIER

Old Mutual Wealth UK

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We provide long-term investment solutions to help you achieve the lifestyle you want for you and your loved-ones. There is no such thing as ‘one size fits all’, so it’s important that you identify and define your personal financial goals with the help of a financial adviser. Our purpose is to help you and your adviser to get there, through: - flexible, tax-efficient ways to grow and access your wealth, including pensions, ISAs and collective investments - life and critical illness cover to protect you, your family and your business interests - legacy planning, to ensure you can pass on your estate tax-efficiently to the people you choose - ways to easily manage and monitor your investments, in one convenient central hub we call our investment platform. Old Mutual Wealth is part of Quilter plc, a leading provider of advice, investments and wealth management both in the UK and internationally, managing £95.3 billion of investments on behalf of over 900,000 customers (as at 31 March 2020). Quilter plc is our group holding company and it listed on the London and Johannesburg stock exchanges on 25 June 2018.

We provide long-term investment solutions to help you achieve the lifestyle you want for you and your loved-ones. There is no such thing as ‘one size fits all’, so it’s important that you identify and define your personal financial goals with the help of a financial adviser. Our purpose is to help you and your adviser to get there, through: - flexible, tax-efficient ways to grow and access your wealth, including pensions, ISAs and collective investments - life and critical illness cover to protect you, your family and your business interests - legacy planning, to ensure you can pass on your estate tax-efficiently to the people you choose - ways to easily manage and monitor your investments, in one convenient central hub we call our investment platform. Old Mutual Wealth is part of Quilter plc, a leading provider of advice, investments and wealth management both in the UK and internationally, managing £95.3 billion of investments on behalf of over 900,000 customers (as at 31 March 2020). Quilter plc is our group holding company and it listed on the London and Johannesburg stock exchanges on 25 June 2018.

Primary SectorFinancial Services
Workforce Size201-500 Employees
Global HQMilan, Italy
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Financial Services
Company Type
Privately Held
Founded
Undisclosed
Employee Bracket
201-500
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
Old Mutual House Southampton
City
Milan
Region / State
Milano
Postal Code
SO14 7EJ
Country
Italy

Digital Presence & Footprint

Verified domains, socials, and directory profiles

Official Domainoldmutualwealth.co.uk
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LinkedIn NetworkActive Profile
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