The MPS is available to investors with £25,000 or more to invest and offers:
- A whole-of-market approach to fund selection, combining a market-leading research capability with one of the largest and most experienced multi-asset investment teams in the UK and Ireland.
- Access to our MPS strategies is available through an extensive range of tax wrappers including ISAs, pensions and offshore bonds.
- All within a competitive and transparent annual management charge.
Select the right strategy for you
We have seven investment strategies for you to choose from, each actively managed and designed to deliver a different investment objective.
Our strategies invest exclusively in funds, giving you diversified access to global investment markets.
You can switch seamlessly between strategies without any transaction charges.
Reassurance and expertise
Having pioneered the development of a Managed Portfolio Service (MPS) in 2001, we have continued to expand and develop our range of investment strategies.
All our strategies are managed with a dynamic asset allocation overlay, guided by the input of the Quilter Cheviot Asset Allocation Committee.
Independent risk profiling for each strategy is available from Defaqto, Dynamic Planner, EValue, Finametrica, Oxford Risk & Synaptic Software.
You will have:
- A dedicated local investment manager to answer any portfolio-related questions you may have.
- Full custody, portfolio administration and comprehensive reporting services (including valuation, CGT report, tax-year end and online reporting).
- Monthly factsheets and regular investment commentaries.