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Old Mutual Wealth

Old Mutual Wealth is an advised investment platform. It is known for leading in the wealth management industry, providing the best service and management for the client. Its range of technology and ambition is reflected in the fund supermarket, the first ever created in the UK.

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Available products & Wrappers

General InvestmentsISAsJISAsPensions & SIPPSJunior Pensions & SIPPSOnshore bondsOffshore bondsOther
CIA

Available investments

UK fundsOffshore fundsETFsITsEquitiesBondsOther
Research, Tools and Information
Tools and data
CGT tool, ISA and retirement tools, risk profiler and assest allocation tools, tax calculators, U-scan tool ,fund performance and sentiment detectors.

Table of charges

PLATFORM CHARGESPRODUCT CHARGESOTHER CHARGES
Funds (0-£24,999)0.50%
Funds (£25,000-£99,999)0.35%
Funds (£100,000-£499,999)0.30%
Funds (£500,000-£999,999)0.25%
Funds (£1,000,000+)0.15%

Compare the Platform Says

Products & WrappersInvestmentsResearch & GuidanceChargesOVERALL SERVICE
3.0
3.0
3.0
3.0
3.0