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WealthSelect Managed Portfolio Service

An actively managed, discretionary investment solution

The WealthSelect Managed Portfolio Service is provided by Quilter Investment Platform Limited and Quilter Life & Pensions Limited.

The WealthSelect Managed Portfolio Service is a Defaqto 5 Diamond rated actively managed, discretionary investment solution with a seven-year proven track-record of delivering consistent, risk-adjusted performance.

Since launch in February 2014, the WealthSelect Managed Portfolio Service has grown to become one of the largest on-platform investment management services in the UK and is currently entrusted with more than £9.1bn of investors’ money (as at 30 September 2021).

Introducing WealthSelect

The WealthSelect Managed Portfolio Service provides a high quality solution to meet your clients’ investment goals.

  • The Managed Portfolios have been built with your advice process in mind and are available across two different investment styles and eight risk levels, allowing you to meet a broad range of client needs.
  • WealthSelect features a select group of high quality fund managers, backed by some of the best-known fund management brands in the industry.
  • Since WealthSelect was launched it’s become the trusted portfolio solution for over 1,800 financial adviser firms and more than 64,000 of their clients and families (as at 30 September 2021).

Quarterly webinar – Q3 2021

Danny Knight, Head of Investment Directors at Quilter Investors, was recently joined by Stuart Clark, to give an update on the WealthSelect managed portfolios. They reviewed the current economic environment, how the portfolios are positioned, and what this means for you and your clients.
Watch the webinar

Get in touch with the investment directors

Email or call +44(0)207 167 3700 to find out more on the full range of multi-asset solutions.

Meet the investment directors

Stuart Clark

Portfolio Manager

Stuart has been the portfolio manager of the Quilter WealthSelect Managed Portfolio Service since its launch in February 2014. In March of 2020, Stuart also became the lead portfolio manager of the QIPML Caerus Select Portfolios.

Stuart joined Quilter Investors in 2013 and has more than 20 years’ experience in fund research and portfolio management at organisations including UBS Wealth Management and Julius Baer.

Stuart is a Chartered Financial Analyst (CFA) and has a degree in Accounting and Finance from the University of Kent.