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Managed Portfolio Service

Whether you want to grow or preserve your wealth, generate income, or both, our Managed Portfolio Service (MPS) is a straightforward, cost-effective way you can benefit from our investment expertise, processes and resources.

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.

Ongoing support

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.  

Would you like to speak to one of our experts?

You can contact us by phone, email or simply complete the online form and our team will be in touch with you soon.

Contact us

Specialist Expertise

We are experts in many areas, with individuals and families trusting our expertise for generations.

Specialist Expertise