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).
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).