Managed Portfolio Service
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.
Why choose WealthSelect?
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
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
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.
Read the portfolio manager’s latest thoughts and commentary on global events and how these are impacting markets. Please click here to view previous monthly commentaries.
View the latest portfolio manager commentary and performance summary including performance and risk information. Please click here to view previous performance summaries.
Quarterly update webinar
Watch the portfolio manager provide an update on the portfolios and discuss the current macro-economic environment, the performance of the portfolios, and the current positioning. Please click here to register for the next webinar.
Review the latest estimated weighted portfolio TER (Total Expense Ratio), estimated weighted total costs (post-MiFID II), high level portfolio asset allocations, and the estimated portfolio yield.
Quarterly customer update video
In his latest video update, Stuart Clark reviews the market recovery in the last quarter, considers what may impact markets going forward, and discusses the recently undertaken rebalance of the portfolios.
Sub-advised manager change
Following rigorous quantitative and qualitative analysis, Quilter Investors has taken the decision to appoint BlackRock as the new manager of the Quilter Investors UK Equity Growth Fund.
Building for success
This brief overview aims to answer the key questions that any potential client, or financial adviser, is likely to ask when considering investing into the WealthSelect Managed Portfolio Service.
Manager update - 9 June 2020
Stuart Clark provides his latest video update looking at the ongoing impact of Covid-19 on global economies. He also reviews the recent portfolio rebalance and the changes he has made to the portfolios.
Q1 2020 customer update
Stuart Clark reviews the impact of the Coronavirus pandemic, how the portfolios have been managed since the recent market volatility, and gives an overview of the challenges and opportunities ahead.
Property fund suspension
The Janus Henderson UK Property PAIF Feeder fund held within WealthSelect has recently suspended trading due to uncertainty around the valuation of certain assets held within the fund.
OUR GLOBAL PARTNERS
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.
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.
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.
Example Uscan reports
We have produced example historical portfolio Uscan reports to allow you to use them as part of your due diligence or research processes.
MiFID II depreciation reporting
MiFID II requires us to inform financial advisers if the value of a portfolio within the WealthSelect Managed Portfolio Service depreciates by 10% or more.
These managed portfolio service terms set out the terms and conditions on which we will provide the managed portfolio service to you.