Q&A on Listing of Old Mutual Wealth’s New Parent Company

No. Your investments will not be affected at all, and there will be no change to the way you interact with us.

Under the terms of our separation from Old Mutual plc, we have to move away from the Old Mutual name. Quilter is a name that already features in our wider business and this is one of the reasons we have chosen it as our new group name.

Our current parent company, Old Mutual plc, is listed on both the London and Johannesburg stock exchanges. As the separation is being effected by way of a demerger, and the Group’s existing shareholders, including a significant proportion based in South Africa, will become shareholders in Quilter plc, it is appropriate to list Quilter plc on both Stock Exchanges when it separates.

The aim is to list in late June 2018. We will confirm the exact date of listing on our website www.aam-advisory.com in the coming weeks.

For the time being, our name and the name of any Old Mutual Wealth business(es) with which you hold investments will remain unchanged. Our longer term plan is to rename our businesses to align with the Quilter name. We plan for this to happen over the course of two years from the point of listing, but we will write to you again much nearer the time with more detail about this. You may start to see the Quilter name introduced in places like our sponsorship.

If you have any questions you can email us at in enquiries@aam-advisory.com.


The content on this page does not constitute investment advice or an invitation to engage in any investment activity. If you require advice, you should speak to your financial planner.

The content on this page is not an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction. The securities in Quilter plc have not been, and will not be, registered under the US Securities Act of 1933, as amended (the “Securities Act”), and may not be offered or sold in the United States except pursuant to an exemption from, or in a transaction not subject to, the registration requirements of the Securities Act. No offer to the public has been made, nor will be made, in any jurisdiction in respect of securities in Quilter plc.

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