Our MPS is available to investors with £25,000 or more to invest. Your client can switch seamlessly between strategies without transaction charges.
We recognise that when an adviser appoints a discretionary investment manager they want access to a range of expertly constructed portfolios that perform well across the risk spectrum, at a competitive price.
We have seven independently risk-graded strategies to choose from, each actively managed, independently risk-profiled and designed to deliver a different investment objective. Our strategies invest exclusively in funds, providing your clients with diversified access to global investment markets.
The strategies are available to invest in directly through our nominee arrangements, or alternatively across a carefully-selected range of platform partners.Our strategies
Having pioneered the development of a Managed Portfolio Service (MPS) in 2001, we have continued to expand our range of investment strategies to provide your clients with access to a straightforward, cost-effective way to benefit from our investment expertise, process and resources, with the aim of preserving or growing their wealth.
Competitive entry-levels access to our investment expertise providing a broad range of strategies and a choice of differing investment objectives. All strategies are managed with a dynamic asset allocation overlay, guided by the input of the Quilter Cheviot Asset Allocation Committee.
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.
Four of our core investment strategies are also available in a lower-cost format via our MPS Index (IDX) strategies. Building upon our tradition of successful and innovative partnership with financial advisers, the IDX strategies offer a range of actively managed, multi-asset portfolios constructed predominantly from index-tracking funds.Our strategies
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.
We would be happy to send you our Managed Portfolio Service brochure or discuss it in person.
Get the inside view from Quilter Cheviot Investment Director, David Miller, in this award-winning weekly diary.
Winner of Wealth Manager of the Year– City of London Wealth Management Awards 2017
Gold Rating, Diary of a Fund Manager - Portfolio Adviser Wealth Manager Awards 2017
Winner, Outstanding Achievement - City of London Wealth Management Awards 2016