Managed Portfolio Service
Unique strategic approach
Since 2001, our award-winning Managed Portfolio Service (MPS) has been helping advisers like you provide your clients with a straightforward, cost effective way of investing.
Our Managed Portfolio Service strategies are crafted using our unique Building Blocks approach, with each Building Block providing exposure to a certain asset class or geographic sector.
This approach provides clients with a solution catered to their exposure needs and exceeds what’s possible with a traditional funds-based approach.
Why choose our MPS?
- Investment decisions based on industry-leading research
- Giving clients access to a broader range of investments
- Lower investment charges for clients
How our MPS can help you deliver for your clients
Expert insights from our leading research team
Best-in-class investment management solution
From our selection of over 350 global equities, 150 fixed interest securities and 320 funds, our experienced investment managers carefully select those which form our 8 individual Building Blocks. Designed to be nimble and efficient to make the most of your client’s investments.
Value added service
MPS in Conversation: Consumer Duty readiness and how Quilter Cheviot's MPS can help you
As the Consumer Duty deadline of 31 July draws nearer, financial advisers need to demonstrate that they have carried out the necessary due diligence on their MPS providers. Join our webinar as David Butler, Head of Distribution and Consumer Duty champion talks to Simon Doherty, Head of MPS, and Antony Webb, Deputy Head of MPS, about the three things advisers using an MPS need to be most mindful of now. Plus an update on markets and strategy performance over the quarter.
