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, webinars, vlogs, events, newsletters and more.
MPS in Conversation: Exploiting macro themes in equity markets
This quarter the team are joined by Chris Beckett, Head of Equity Research at Quilter Cheviot. Chris and the team will be discussing the macro themes they are seeing shaping equity markets, and how we are taking advantage of these within the “Building Block” funds that form our MPS strategies. The discussion will cover areas including:
- Opportunities across domestic stocks – with depressed valuations and increased M&A activity, is now a good time to invest in the UK?
- After the Nikkei reached an all-time high in March, what’s next for Japanese equities?
- US tech companies: the runaway success of NVIDIA and continued dominance of the so-called “Magnificent Seven” – can it continue?
Plus an update on positioning, MPS strategy performance and changes made within the Building Blocks over the quarter.
