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WealthSelect managed portfolio service

Our financial needs and attitudes change as we go through life's seasons. Whether it's helping the kids get on in life, taking that dream holiday or retiring active and happy - your investments should grow with you.

The WealthSelect Managed Portfolio Service is an innovative, actively managed discretionary investment solution, where you and your financial adviser choose the portfolio that best meets your investment needs and attitude to risk. The Managed Portfolio Service, available at no extra cost, is constructed using funds from our Global Partners.

 

Benefits of WealthSelect

By investing in the WealthSelect Managed Portfolio Service you benefit from:

  • Investments designed to match your needs – With our Managed Portfolio Service, your portfolio is constantly matched to your risk profile.
  • Tax-efficient investments – The assets our Managed Portfolios invest in are tailored to whether you are investing through a pension, ISA or onshore bond, to help maximise tax-efficiency and therefore overall returns.
  • Access to established expertise – We have a long history of researching investments and building portfolios for clients, having pioneered the ‘multi-manager’ approach in the late 1980s. The WealthSelect Managed Portfolios are outsourced to the experts Quilter Investors.
  • Peace of mind – WealthSelect provides access to high quality funds and managers, with all the funds in the portfolios continually monitored on your behalf, to ensure that the portfolios continue to perform as expected.
  • A better understanding of your investments – We provide easy to understand but comprehensive information to you and your financial adviser, to help keep you fully informed of how your investments are being managed. Our Managed Portfolio Service comes with high quality, regular reports, with information presented in a clear way.
  • Value for money – WealthSelect provides access to a competitively priced high quality, actively managed investment solution provided at no additional cost.

If you are interested in the WealthSelect Managed Portfolio Service, please speak to your financial adviser.


About our Global Partners

Our Global Partners brings together some of the industry’s leading fund managers and best known asset management brands across all the major asset classes. The fund managers have been selected from 17 market-leading fund groups and are regularly monitored to ensure they perform as expected and continue to meet our high standards.


For more information, please speak to your financial adviser.