WEALTHSELECT


Managed Portfolio Service

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WHAT IS WEALTHSELECT?

An actively managed, discretionary investment solution

Managing your clients’ investments effectively can be a very challenging task. Making informed investment decisions is not only time-consuming, but also carries a significant burden of responsibility.

The WealthSelect Managed Portfolio Service is an actively managed, discretionary investment solution which enables you to outsource the asset allocation, manager selection, and day-to-day running of your clients’ portfolios at a very competitive cost.

This means you can spend more time on your clients’ financial planning requirements, safe in the knowledge their investments are being actively managed by a team of experts.

WealthSelect

Why choose WealthSelect?
WealthSelect Infographics

The WealthSelect Managed Portfolio Service provides a practical and reliable solution that aims to keep your client's investment charges low and their investments on track to achieve their aims, without the need for regular fund reviews.

Explore the portfolios
WealthSelect Infographics

Portfolio Explorer provides all the help and support you need to get under the bonnet of WealthSelect including portfolio manager commentary, interactive performance charts, stock level holding breakdowns, and daily updated factsheets.

Access to information
WealthSelect Infographics

Keep your clients informed by providing them with high quality, quarterly reports that present their portfolio information clearly with the opportunity for co-branding and client personalisation. This helps you keep them updated on the performance of their portfolio.

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PORTFOLIO UPDATES

Monthly commentary and performance summary

Read the portfolio manager’s latest thoughts and commentary on the WealthSelect Managed Portfolio Service.

 

View the latest performance summary for the WealthSelect Managed Portfolio Service.

 

See the latest high level portfolio asset allocation and the weighted total expense ratios for the active portfolios.

WealthSelect video

LATEST INSIGHTS

High Five: Analysis by The Langcat
High Five

WealthSelect launched just over five years ago. In their own words, The Langcat have “had a good rummage around to see what’s what and how WealthSelect stacks up against the market”.

Oil fields set to catch fire
Oil fields

Stuart Clark observes that as the oil price ticks back up from a low of $50 in the last quarter of 2018 it’s likely to spark a blaze of deal making in Texas and the Gulf of Mexico.

Mr Trump and the pump
Mr Trump and the pump

As Stuart Clark, WealthSelect Portfolio Manager observes, the waivers issued by the US on its Iran oil sanctions expire next month outting President Trump in a tight spot.

Current risks and investment themes
Current risks and investment themes

Stuart Clark was recently joined by a number of experts from some of the world’s leading fund management houses to discuss the key investment risks and themes they see today.

Trouble brewing…
Trouble brewing

With beer consumption declining in most western countries. Stuart Clark looks at how the world’s biggest brewers are struggling to keep up in a world that seems intent on leaving them behind.

'A force to be reckoned with'
Citywire Source

The latest edition of Citywire SOURCE shines the spotlight on WealthSelect and includes an in-depth profile and Q&A with portfolio manager Stuart Clark, as well as supporting analysis from Citywire.

PORTFOLIO MANAGER VIEWS

Interview with the manager

Stuart ClarkStuart Clark, Portfolio Manager at Quilter Investors, has responsibility for managing the WealthSelect Managed Portfolio Service. He is accountable for all portfolio management decisions, and for leading the research supporting the funds used within the service.

Watch the video to hear Stuart’s latest thoughts on WealthSelect and the positioning of the managed portfolios.

 

 

WealthSelect video

OUR GLOBAL PARTNERS

Our Global Partners

Overview

We began with a vision of harnessing the power of the world's market-leading asset managers and bringing them together in one place. Over the past five years, together with our Global Partner fund groups, this goal has been achieved and delivered excellent portfolio management and outstanding value to you and your clients.

Our Global Partners are all recognised as leading investment houses. They offer a broad range of high-quality strategies across different asset classes, sectors, and geographies. They are home to some of the world’s most well-known fund managers and are rightly renowned for their exceptional capabilities when it comes to managing client money.

 

KEY SUPPORT

Support for your clients

Introducing the WealthSelect Managed Portfolio Service to your clients to help them understand the key features and benefits of using the service.

Help with due diligence

In-depth information on the Managed Portfolio Service with specific reference to the key areas to focus on in line with the FCA’s guidelines.

Risk profile matrix

Summary of how the different Managed Portfolios map to a wide range of market-leading risk profiling tool outputs including Defaqto and Dynamic Planner.

Pre-approach client letter

Help with writing to your clients to introduce the WealthSelect Managed Portfolio Service and explaining the benefits of the service to them.

Reasons why

Detailed benefits of the WealthSelect Managed Portfolio Service to help in the preparation of marketing material and reasons why letters.

Target market at a glance

Old Mutual Wealth is required to ensure to ensure that WealthSelect is designed to meet the needs of a clearly identified target market.

    This site is designed for and directed at financial advisers and must not be relied on by anyone else. The value of your client’s investments may fall as well as rise and they may not get back what they put in.