The Wealth Management Plan |
At Old Mutual International, we put our customers at our heart and are committed to meeting customers’ needs.
The needs of the Hong Kong market are rapidly evolving. Investors are increasingly mobile and want solutions which can provide them with maximum flexibility so that they can change their investments, no matter where they go, for wealth preservation or accumulation.
We therefore have specifically designed a wealth management solution for the local mass affluent and internationally mobile investors. It not only offers extra flexibility but also other innovative features such as tiered charging structure, access to ETF choices and wider asset choice when residing out of Hong Kong. Powered by our new online service, this advanced infrastructure enables us and our distributors to better service our customers 24/7.
Long-established, trusted company
We are the international arm of Old Mutual Wealth, one of the leading retail investment businesses. Old Mutual Wealth is a core part of Old Mutual plc, one of the world’s largest financial services companies. Founded in 1845, Old Mutual is a FTSE® 100 company overseeing £335.7 billion in investments for 16 million customers worldwide (as at 30 June 2015).