Old Mutual
Old Mutual buys AAM Advisory, focuses on Singapore and HK
Old Mutual Wealth has today signed an agreement to buy the Singapore-based expat-focused financial advisory firm AAM Advisory as part of its plans to concentrate the Old Mutual International business on only two core markets in North and Southeast Asia.
Intrinsic buys Financial Adviser School from Sesame
Intrinsic, part of Old Mutual Wealth (OMW), has acquired the Financial Adviser School from Sesame Bankhall Group (SBG).
Old Mutual’s Intrinsic reported to be in talks to buy Tenet
Old Mutual Wealth-owned adviser network Intrinsic is believed to have begun talks to buy Tenet, according to UK media reports.
People Moves | 14 Jan 16
PEOPLE MOVES: OMGI, Deutsche Bank, Ashburton Investments…
OMGI and Deutsche Bank have announced promotions, while Ashburton Investments and Elian have made senior appointments. After departing The Investment Association, former chief executive Daniel Godfrey has joined the advisory board of a fintech startup.
Tax & Regulation | 13 Jan 16
Overseas pension transfers challenging for int’l advisers
There would be widespread support from international advisers for the UK’s Department for Work and Pensions (DWP) to reassess changes to overseas pension transfers, according to research from Old Mutual International (OMI).