What is the Managed Portfolio Service?
Whether you want to grow or preserve your wealth, generate income, or both, our expertly curated Managed Portfolio Service gives you access to a range of exposures that suit your needs.
Since 2001, our award-winning Managed Portfolio Service (MPS) has been helping clients like you with a straightforward, cost effective way of investing.
Our MPS strategies are crafted using our unique Building Blocks approach, with each Building Block providing exposure to a certain asset class or geographic sector.
Adding value for you and your clients
At Quilter Cheviot, our aim is to help you deliver exceptional advice and outstanding investment outcomes for your clients.
We’ve built our Managed Portfolio Service with you in mind, so that we can support your business for years to come.
For your clients, we provide:
- A best-in-class MPS solution with a longer track record than most equivalent offerings in the market.
- Straightforward access to our strategies through our range of carefully selected platform providers or directly with Quilter Cheviot.
- An exclusive service at a transparent and competitive price.
For you, we provide:
- Regular portfolio re-balancing, so that you’re always able to meet your clients’ unique needs.
- Monthly factsheets, so you are always on top of your clients’ investments.
- The latest insights from our research team including investment commentaries, events and webinars, vlogs, and more.
MPS in Conversation: finding opportunities in commercial property
Stay informed with our MPS quarterly update and gain valuable insights to support your ongoing client conversations.
This quarter we’re joined by Oli Creasey, Head of Property Research, to discuss a frequently overlooked sector, including:
- The forces at play in making commercial property a more appealing opportunity in this market environment
- How exposure to this asset class is achieved via our unique MPS structure
We will also provide an update on markets, strategy performance and activity over Q2.
