Quilter (Old Mutual) Review

Best For: Irish domiciled investment platform.

Domiciled: Ireland or Isle Of Man

Lump Sum Investments

Cost: 6.5/10 – Fee structures are often charged for life makingthem often expensive.
Service: 7.7/10 – Service can be lacking sometimes but email dealing is useful and usually quickly acted upon.
Overall: 7.1/10 – A reasonable option with a solid company although yet to see how their recent takeover by Quiltier Cheviot will change things.

Available Investments: Individual Equities, Funds, ETF's, Cash

Regular Savings

Cost: 6.4/10 – The cost of the regular savings is poor. Better options available.
Service: 7.7/10 – Service can be lacking sometimes but email dealing is useful and usually quickly acted upon.
Overall: 7/10 – Better regular savings options available.

Main Positives: Some country specific solutions available.

Main Negatives: Have some legacy issues that look like they are going to end with legal action against them.

Company Overview:

They provide a wide range of savings and investment solutions for customers in different parts of the world. Each is designed to be relevant to the needs of the local market and compliant with the regulatory environment.

Investment choice and flexibility - All the products are somewhat flexible, offering solutions that can be tailored to your individual needs. Through them, we give you access to a wide range of international investment funds and assets from some of the biggest and best fund managers in the world.