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: What’s happening in Japan?!
This quarter, John Long and Antony Webb are joined by Nick Wood, Head of Fund Research at Quilter Cheviot, to discuss the short- and longer-term trend in investor sentiment towards Japanese equities. They will also be discussing the analysis behind the MPS strategies’ current exposure to this market.
- After covering Japanese equities for many years, and following a research trip to the country, Nick will outline the opportunities he currently sees within the region
- Antony Webb will provide a summary of the key drivers of market returns in Q3, and outline the impact of falling inflation and rate cuts on performance, asset allocation positioning and stock selection decisions within the MPS strategies
- PLUS meet the manager: Antony will be answering your questions on how our innovative MPS strategies are structured and how they can benefit you, the adviser, and your clients.
