wealthselect managed portfolio service...authority and regulated by the financial conduct authority...

For financial advisers only.

WEALTHSELECT MANAGED PORTFOLIO SERVICE

REGULAR PORTFOLIO MANAGER COMMENTARY

BESPOKE QUARTERLY CLIENT REPORTS

INTERACTIVE PORTFOLIO EXPLORER TOOL

For further information, please visit www.oldmutualwealth.co.uk/wealthselect

All data as at 31 December 2019

£6.6bnAUM

53,000INVESTORS

2,000ADVISER FIRMS

RISK LEVELS

Blend

INVESTMENT STYLES

Active

DESIGNED TO HELP YOU AND YOUR CLIENTS

DELIVERING INVESTMENT EXPERTISE

CONSTRUCTED USING WORLD-CLASS BUILDING BLOCKS

For financial advisers only.

DELIVERING INVESTMENT EXPERTISE

INVESTMENT TEAMGLOBAL PARTNERS FORUM

PORTFOLIO MANAGERWILLIS TOWERS WATSON GLOBAL PARTNERS

OLD MUTUAL WEALTH BOARD

OLD MUTUAL WEALTH INVESTMENT OVERSIGHT COUNCIL

OVERSIGHT

For further information, please see our Guide to Global Partners.

For financial advisers only.

For further information, please see our Guide to Global Partners.

GLOBAL PARTNERS FORUM

PORTFOLIO MANAGERFUND RESEARCH TEAM GLOBAL PARTNERS

OVERSIGHT

WORLD-CLASS BUILDING BLOCKS

Quilter Investors Limited is the Authorised Corporate Director (ACD) for all of the sub-advised funds managed by our Global Partners and is obliged to ensure the managers it appoints to run the funds are suitable and capable of delivering to the funds’ objectives.

Ongoing conversation about strategies in universe and research undertaken.

Provide views and research on current and

potential investment options.

Direction provided on how needs can be best supported.

Feedback regarding ongoing requirements.

Requirements given for new mandates and

monitoring of existing strategies.

Continuous discussion regarding investment views and future developments.

Past performance is not a guide to future performance and may not be repeated. Investment involves risk. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rates may cause the value of overseas investments to rise or fall.

www.oldmutualwealth.co.uk

Please be aware that calls and electronic communications may be recorded for monitoring, regulatory and training purposes and records are available for at least five years.

Old Mutual Wealth is the trading name of Old Mutual Wealth Limited which provides an Individual Savings Account (ISA) and Collective Investment Account (CIA) and Old Mutual Wealth Life & Pensions Limited which provides a Collective Retirement Account (CRA) and Collective Investment Bond (CIB).

The WealthSelect Managed Portfolio Service is provided by Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited.

Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited are registered in England and Wales under numbers 1680071 and 4163431 respectively. Registered Office at Old Mutual House, Portland Terrace, Southampton SO14 7EJ, United Kingdom. Old Mutual Wealth Limited is authorised and regulated by the Financial Conduct Authority. Old Mutual Wealth Life & Pensions Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Their Financial Services register numbers are 165359 and 207977 respectively. VAT number 386 1301 59.

Quilter Investors is a trading name of Quilter Investors Limited. Authorised and regulated by the Financial Conduct Authority with FCA register number 208543. Registered in England & Wales under number 4227837. Registered office: Millennium Bridge House, 2 Lambeth Hill, London, England, EC4V 4AJ.

SK19182/220-0238/February 2020

IMPORTANT INFORMATION