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.
Monthly portfolio performance and commentary
View the latest WealthSelect Managed Portfolio Service monthly update including performance summary tables and return and volatility charts.
Read the latest monthly economic and market review from Quilter Investors including their views on equities, bonds, alternatives, and cash.
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.
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'
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.
Five years of WealthSelect
WealthSelect recently celebrated its fifth anniversary. Stuart Clark discusses the biggest challenges he has faced since launch, the changes made to the service, and his optimism for the years ahead.
Time to look beyond bond markets
Stuart Clark explains why, as the economic and stock market cycles continue to age, alternative income strategies look to have a lot more going for them than traditional fixed income investments.
Stuart Clark looks at how numerous Japanese companies are trying to de-globalise in the face of trade tantrums and the rising tide of populist politics in the West.
PORTFOLIO MANAGER VIEWS
Interview with the manager
Stuart 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.
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.