The page you were trying to view is not available for your role and region.
Professionally managed investment portfolios designed around your goals
Whether you're investing for long-term growth, preserving wealth or planning for future spending, our Managed Portfolio Service offers a range of professionally managed investment solutions designed to help you meet your objectives.
Our experienced investment team actively manages portfolios on your behalf, making investment decisions, monitoring markets and responding to changing opportunities and risks.
The service brings together three complementary solutions:
- MPS Building Blocks - our actively managed portfolio range, designed to provide diversified exposure across global investment opportunities.
- MPS Index+* - a predominantly index-based portfolio range that combines index investing with Quilter Cheviot's asset allocation expertise.
- MPS Liquidity** - a professionally managed solution for money that may be needed in the shorter term.
Together, these solutions help us support a wider range of needs through a single investment service.
*Available only to clients with a financial adviser
**Available only to advised clients investing on platform.
Designed with you in mind
Active investment management
Our investment team monitors portfolios and makes investment decisions as markets and opportunities change.
Diversification
Portfolios invest across different asset classes and regions to help spread investment risk.
Investment expertise
Our decisions are supported by specialist research and experienced investment professionals.
Solutions for different needs
MPS Building Blocks, Index+ and Liquidity provide different approaches to support a range of investment needs.
Selecting the right strategy for you
MPS Building Blocks: A distinctive approach to portfolio construction
Using our proprietary Building Block funds, we create diversified portfolios across equities, fixed income and alternatives. This gives us greater control over portfolio construction and investment decisions.
By combining specialist Building Blocks, we can create portfolios designed to deliver different investment outcomes while maintaining a consistent and disciplined investment process.
Benefits of Building Blocks
- Actively managed by our experienced investment team
- Diversified across asset classes and geographic regions
- Built using specialist proprietary funds
- Designed to adapt to changing market conditions
- Supported by ongoing research, governance and oversight
MPS Index+*: Combining index investing with active expertise
Index+ offers a predominantly index-based approach to investing, combining the efficiency of index investing with Quilter Cheviot's asset allocation expertise.
Portfolios are built primarily using index-tracking investments to provide broad market exposure and competitive costs. They also include exposure to our Alternatives Building Blocks, giving investors access to specialist investments and an additional element of active management within the portfolio
This approach can provide an alternative to a fully active investment strategy while still benefiting from professional portfolio management, diversification and ongoing oversight.
MPS Liquidity**: A flexible approach to managing short-term capital
For money that may be needed in the shorter term, MPS Liquidity provides a professionally managed solution that can be held alone or alongside our longer-term investment portfolios.
*Available only to clients with a financial adviser.
** Available to clients who have a financial adviser and invest through one of our investment platforms.
Expertise
- 25+ years of investment experience
- Dedicated equity, fixed income and collective investment specialists
- Active portfolio management and ongoing oversight
- Robust governance supporting every investment decision
Ongoing support
When you invest with us, you'll benefit from:
- Regular valuations and reporting
- Factsheets and investment commentaries
- Market insights and updates
- Access to experienced investment professionals
Access options
For clients working with an adviser* with £20,000 or more to invest, we are pleased to offer the option of investing directly through our nominee arrangements.
You can access our market leading MPS strategies through own nominee arrangements. You will benefit from having access to a dedicated investment manager and detailed ‘x-ray’ reporting. Contact us today to find out how we can help you.
*£40,000 for clients without an adviser
Responsible investment
As a responsible investor Quilter Cheviot is committed to its role as a steward of clients’ assets in order to protect and enhance long-term returns. This encompasses our engagement with investee companies and funds, through proxy voting and face-to-face dialogue, as well as taking into account environmental, social and governance (ESG) factors which could impact shareholder returns.
Ready to find out more?
Book a complimentary initial consultation to discuss your circumstances, investment goals and whether our Managed Portfolio Service could be right for you.
