INVESTOR TYPE Online Portfolio
Contact Offices

Due to system upgrades, our website and app will not be available for a 6 hour period between 08:00 and 22:30 GMT on 11 November.

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Managed Portfolio Service On Platform

We have partnered with selected third-party platform providers to enable access to our Managed Portfolio Service via external platforms.

We have partnered with selected third-party platform providers to enable access to our Managed Portfolio Service via external platforms. 

Our platform range includes six strategies offering multi-asset portfolios of actively managed collective funds (MPS) and four actively managed, multi-asset portfolios constructed predominantly from index funds, providing an attractive proposition for the cost-conscious investor (IDX).

Our approach

Successful investment requires a constantly evolving approach given the dynamic world in which we live. Our investment process keeps ahead of today’s changing markets and is flexible enough to accommodate the full spectrum of clients’ risk / return requirements. Our substantial resource of dedicated research analysts and an experienced investment team ensures we are able to identify future trends, select the funds positioned to exploit them and to blend them into a range of optimal collective investment portfolios.

Case study

Platform partners (please select your platform’s logo for further details)

A new way of investing

Dynamically managed strategic and tactical asset allocation. Investments are made exclusively in collective investment schemes, providing greater diversification. Rigorous fund selection process with thorough ongoing analysis of each investment.

Competitive service

  • Six MPS strategies offering active fund selection of leading specialist managers to target long-term outperformance.
  • In addition, our four MPS Index (IDX) strategies offer lower-cost, actively-managed index solutions.
  • A portfolio management fee of 0.30% + VAT for the active strategies and 0.20% + VAT for the IDX strategies on the value of the portfolio per annum.

Experience

  • MPS was launched in 2001 and throughout the past 16 years has delivered a strong performance track record.
  • Our highly qualified research team assists in determining the initial and ongoing suitability of each fund held within the MPS strategies.

Ongoing support

  • Unparallelled experience in supporting many of the UK’s leading financial advisers in constructing and implementing investment solutions that meet their clients’ needs.
  • We publish monthly updated factsheets and investment information for the various portfolios available via our Managed Portfolio Service.

Next steps

Our MPS service is adviser led – we will provide you with full information on each strategy’s asset allocation and risk profile. Independent risk profiling for each strategy is available from Dynamic Planner and Finametrica.

Once you have determined which of the strategies is most suitable for your client we will provide you with the appropriate Quilter Cheviot application form and guide you through our account sign-up requirements.

Working with you

If you would like more information

We would be happy to send you our brochure or discuss it in person.

Straight from the experts

Enjoy articles and infographics from our expert research team, as they discuss their predictions and the rationale behind their investment picks this month.