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Managed Portfolio Service

We offer our MPS service to individuals wishing to invest more than £25,000

Our Managed Portfolio Service (MPS) is a straightforward, cost-effective way of enabling you to benefit from our investment expertise, process and resources, with the aim of preserving or growing your wealth. 

MPS provides you with a range of investment strategies to choose from, each actively managed and designed to deliver a different investment objective. Our strategies invest exclusively in collective investments (“funds”), ensuring diversified access to global investment markets irrespective of your portfolio size.

Choosing a strategy

By working with you, your investment goals, risk tolerance and attitude will be agreed upon at outset. This discussion will focus on balancing your need to maintain or grow your wealth with your appetite for risk and ability to withstand investment losses.

Based on this information, one of our seven MPS strategies will be selected and your individual investment portfolio will be aligned to the selected strategy's current positioning. Our strategies range from Cautious (lower risk and invested predominantly in fixed interest funds) to Global Growth (higher risk and invested predominantly in international equity funds).

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Our in-house research team is extremely well resourced and experienced. We carry out detailed analysis of any funds that we invest in. Our analysts conduct face-to-face meetings with fund managers and in depth performance analysis and due diligence in order to select funds for a client’s portfolio. Out of over 17,000 funds within our investment universe, this process results in us choosing our top 320 funds for inclusion within a client’s portfolio. Once selected, we monitor each fund on a regular basis to make sure it consistently performs the way we were expecting. 


You can benefit from our experience of managing this service since 2001, significantly longer than most firms offering a similar service. Defaqto has recognised the quality of our service by awarding us the maximum 5* Rating for Managed Portfolio Services in each of the last five years.


You will be able to switch seamlessly between strategies, without charge, if your circumstances or risk appetite should change.


You will have direct access to our investment managers whenever you need support. With a network of 12 regional offices located across the UK you are never far away from expert investment assistance.

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Tim Childe, head of Quilter Cheviot’s Jersey office and head of international, has been listed as one of Citywealth’s top 20 men in private wealth management for 2017. With over 30 years’ experience in the investment management industry, the last 27 at Quilter Cheviot, Tim is highly experienced in managing investment portfolios for charities, family trusts and private clients around the world. Tim said, “I really enjoy dealing with clients and helping them to meet their financial aspirations, and so to be nominated for inclusion by my peers was a great honour in itself. I am thrilled to have my efforts recognised by being recommended by Citywealth’s leaders list.” Selections are made by the editors of Citywealth based on ten years of industry experience and market research within the wealth industry, using criteria including communications skills, interpersonal skills and technical expertise.
PRESS RELEASE: 16/08/2017
After 12 years at the helm of Quilter Cheviot’s Birmingham office, Sean Raftery has passed the reins as head of office on to executive director, David Jupp. Sean, who has been with the firm for 23 years, will remain with the company and return his attention to his client facing role. David was previously deputy head of the company’s midlands office; he joined Quilter Cheviot in 1999 from Capel Cure Sharp, previously Albert E Sharp.Commenting on his recent appointment, David said: ‘Sean and I have worked closely together for 30 years, in the last six years as head and deputy head of the Birmingham office respectively. Sean has led our office to great success and I am delighted to continue to build on our work with private clients and the local professional community to further grow our business for the future.’David added that the wealth management sector in the city is thriving. He said: ‘We are witnessing a long term growth in the savings and investment industries. Birmingham is ideally placed as a financial and regional centre to capitalise on this. The depth of our relationships in Birmingham, combined with the longevity and continuity of the senior team here, have all played a major part in our success in the city.’Quilter Cheviot’s Birmingham office opened in 1994, it has since grown to become the company’s largest regional team with 42 staff members.Head of Quilter Cheviot’s regional offices, Richard Thorn said: ‘I would like to congratulate David in his new role and wish him every success. I also want to thank Sean for his ongoing commitment to the Birmingham office and its team over the last 23 years.’Investors should remember that the value of investments, and the income from them, can go down as well as up. Investors may not recover what they invest. Past performance is no guarantee of future results.Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security.

Award-winning Investment Director

Winner, 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