Quilter Investors to expand successful Cirilium range with new portfolios


Quilter Investors is today announcing plans to expand the Cirilium multi-asset investment range with the addition of new portfolios giving further choice and flexibility to customers and advisers.

Quilter Investors is one of the fastest growing multi-asset investment businesses in the UK and manages more than £19 billion. The successful Cirilium range last year celebrated its ten year anniversary and is one of the most successful retail investment solutions in the UK, outperforming its IA peer group across the range.

Managed by portfolio manager Paul Craig for over a decade, the portfolios have pioneered a risk-targeted approach to investment management, aiming to give customers and advisers reassurance and certainty over how their investments can be expected to behave through a variety of market conditions.

Later this year, and subject to regulatory approval, Quilter Investors will expand the Cirilium stable of investment solutions with new portfolios to complement the existing Cirilium Active and Passive range. The new portfolios will combine the benefits of an actively managed portfolio solution, while offering the flexibility to hold passive underlying exposure.

The portfolios will be managed by Paul Craig, handing the star manager an additional mandate following more than a decade successfully managing the Cirilium range.

Further details will be announced later this year, with a number of portfolios to be offered across different risk levels. The launch is anticipated in Q2-Q3 2019, with further details of the proposition development to be announced over the summer.

It is the second major new portfolio solution under development to be announced by Quilter Investors this year. At the beginning of the year, the company revealed the appointment of Helen Bradshaw as portfolio manager to spearhead the forthcoming Quilter Investors multi-asset income range. Further details of the new income portfolios will be set out in the coming weeks.

Quilter Investors chief commercial officer, Dean Bowden, says:

“We have made huge progress since establishing Quilter Investors in 2018 as a new business with a complete rebrand and the appointment of a new Exco and leadership team. Today marks another huge milestone as we announce the forthcoming expansion of one of the most successful multi-asset investment solutions in the UK.

“Paul has an exceptional track record in delivering for customers and advisers over the long-term and we’re absolutely delighted to be able to have him lead this next phase in Cirilium’s development.

“This is the second major investment solution under development that we have announced this year and illustrates the rapid progress this company is making. I look forward to sharing further details on both the income range and the Cirilium extension in the coming weeks.”

Cirilium portfolio manager, Paul Craig, says:

“When we developed and launched Cirilium over ten years ago, it was a pioneer of the risk-targeted investment philosophy. It is now a leader in the market, with the strategy myself and the investment team have been able to deploy delivering excellent long-term returns.

“This is a really exciting time for the business and I’m thrilled to have the opportunity to manage all the Cirilium portfolios through this next step in their evolution.”

 

Notes to Editors:

Quilter Investors is part of Quilter plc. It provides multi-asset investment solutions designed for advised clients in the UK and internationally and manages £19.2 billion on behalf of its investors (as at 31 March 2019).

Quilter plc is a leading wealth management business in the UK and internationally, helping to create prosperity for the generations of today and tomorrow.

Quilter plc oversees £114.9 billion in investments (as at 31 March 2019).

It has an adviser and customer offering spanning: financial advice; investment platforms; multi-asset investment solutions; and discretionary fund management.

The business is comprised of two segments: Advice and Wealth Management and Wealth Platforms.

Advice and Wealth Management encompasses the financial planning network, Intrinsic; Quilter Private Client Advisers; the discretionary fund management business, Quilter Cheviot; and Quilter Investors, the Multi-asset investment solutions business. Wealth Platforms includes the Old Mutual Wealth UK Platform; Old Mutual International, including AAM Advisory in Singapore; and the Old Mutual Wealth Heritage life assurance business.

The Quilter plc businesses are being re-branded to Quilter over a period of approximately two years:

  • The Multi-asset business is now Quilter Investors
  • Intrinsic to Quilter Financial Planning
  • The private client advisers business is now Quilter Private Client Advisers
  • The UK Platform to Quilter Wealth Solutions
  • The International business to Quilter International
  • The Heritage life assurance business to Quilter Life Assurance
  • Quilter Cheviot will retain its name.

This press release is for journalists only and should not be relied upon by financial advisers or customers.

Past performance is not a guide to future performance and may not be repeated. Investment involves risk. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rate changes may cause the value of overseas investments to rise or fall.

This communication is issued by Quilter Investors Limited (“Quilter Investors”), Millennium Bridge House, 2 Lambeth Hill, London, England, EC4V 4AJ. Quilter Investors is authorised and regulated by the Financial Conduct Authority.

The new Cirilium portfolios will, subject to approval by the Financial Conduct Authority, be sub-funds of Quilter Investors Cirilium OEIC.

Quilter Investors Cirilium OEIC is authorised by the Financial Conduct Authority as a non-UCITS retail scheme and can be distributed to the public in the United Kingdom.

Any opinions expressed in this communication are subject to change without notice and may differ or be contrary to opinions expressed by other business areas or companies within the same group as Quilter Investors as a result of using different assumptions and criteria.

Quilter Investors uses all reasonable skill and care in compiling the information in this communication which is accurate only on the date of this communication. You should not rely upon the information in this communication in making investment decisions. Nothing in this communication constitutes advice or personal recommendation. An investor should read the Key Investor Information Document(s) (“KIID”) before investing in any sub-fund of the Quilter Investors Cirilium OEIC. The KIID and the prospectus can be obtained from www.quilterinvestors.com/cirilium

No representation or warranty, either expressed or implied, is provided in relation to the accuracy, completeness or reliability of the information contained herein, nor is it intended to be a complete statement or summary of any securities, markets or developments referred to in the document.



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