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Old Mutual shares surge on break-up and bid talk

Published 07/03/2016, 16:03
© Reuters. Workers clean windows outside the Cape Town headquarters of Anglo-South African financial services company Old Mutual
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By Noor Zainab Hussain and Carolyn Cohn

(Reuters) - Anglo-South African financial services company Old Mutual (L:OML) said on Monday it was considering all options in a strategic review, with speculation of a break-up and takeover bids for its assets sending its shares soaring.

Sky News reported on Saturday the 9 billion pound company was working on a plan to split itself up and that this could trigger a takeover battle for its operations which include banking, insurance and asset management.

Private equity firms Cinven (CINV.UL) and Warburg Pincus [WP.UL] have tabled a multi-billion pound joint cash offer for Old Mutual Wealth, the firm's British asset management business, Sky News said, without citing sources. Cinven, Old Mutual and Warburg declined to comment.

At 1130 GMT, Old Mutual shares were up 7.3 percent at 192.8 pence, the biggest rise by a European blue-chip stock (FTEU3).

The insurance and asset management sectors have seen several deals in recent years. Old Mutual Wealth, which analysts value at 3-4 billion pounds, bought money manager Quilter Cheviot in 2014, and sold fixed income asset manager Rogge last month.

Old Mutual announced a strategic review in November, after former Standard Bank (J:SBKJ) executive Bruce Hemphill took over as chief executive.

It said on Monday it had not made any decisions, but would give an update with annual results on March 11.

Analysts and industry insiders said the firm may also consider listing Old Mutual Wealth, after it listed its U.S. asset management business in 2014.

Sky News said the group was looking to divide itself into four standalone companies comprising its stake in South African lender Nedbank Group Ltd (J:NEDJ), its UK-focused wealth unit, its South Africa-based emerging markets operation, and its institutional asset management business.

Nedbank said on Monday it was "engaging collaboratively" with Old Mutual as part of the review, but advised shareholders to "exercise caution" when dealing in Nedbank shares ahead of the update. Old Mutual has a 54.57 percent stake in Nedbank, according to Thomson Reuters data.

One Johannesburg-based analyst, who declined to be named, told Reuters that Old Mutual's South African operations held little appeal for U.S. and European investors as it would expose them to swings in the value of the rand .

© Reuters. Workers clean windows outside the Cape Town headquarters of Anglo-South African financial services company Old Mutual

The firm beat third-quarter sales forecasts, boosted by record inflows into its wealth management unit. It also reported strong sales across its Africa and emerging markets operations, with the latter up 22 percent in local currency terms.

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