Why choose our MPS?
Our Managed Portfolio Service strategies are crafted using our unique Building Blocks approach, with each Building Block providing exposure to a certain asset class or geographic sector.
This approach provides clients with a solution catered to their exposure needs and exceeds what’s possible with a traditional funds-based approach.
- Additional diversification opportunities - the flexibility of the Building Blocks structure provides access to a greater range of investment opportunities and asset classes than is possible with a ‘traditional’ MPS approach.
- A market-leading service at competitive costs - we invest directly in equities and bonds to reduce cost and also do not charge a fund management fee for the running of the Building Blocks.
- Efficient investment implementation - our agile Building Blocks approach allows investment changes to be implemented without the need for wholesale strategy rebalancing.
Adviser documents and support
Adding value for you and your clients
At Quilter Cheviot, our aim is to help you deliver exceptional advice and outstanding investment outcomes for your clients.
We’ve built our Managed Portfolio Service with you in mind, so that we can support your business for years to come.
For your clients, we provide:
- A best-in-class MPS solution with a longer track record than most equivalent offerings in the market.
- Straightforward access to our strategies through our range of carefully selected platform providers or directly with Quilter Cheviot.
- An exclusive service at a transparent and competitive price.
For you, we provide:
- Regular portfolio re-balancing, so that you’re always able to meet your clients’ unique needs.
- Monthly factsheets, so you are always on top of your clients’ investments.
- The latest insights from our research team including investment commentaries, webinars, vlogs, events, newsletters and more.
How do I access the portfolios?
Our MPS is available through an extensive range of tax-efficient wrappers including ISA, SIPPs and Offshore Bonds so that you can help your clients make the most of their investments.
We offer two straightforward ways to access to our strategies:
MPS in Conversation: Is property about to stage a comeback?
This quarter, Antony Webb and Oswald Oduntan from Quilter Cheviot’s MPS team are joined by Property Analyst, Oli Creasey. After a year where rate rises had a huge impact on UK property values, are we now seeing opportunities on the horizon? Oli takes us through an update on the sector, where discounts are available and what it might mean for the economy. Plus an update from Antony on how the MPS strategies performed over the quarter and key changes made to the strategies.
Responsible investment
As a responsible investor Quilter Cheviot is committed to its role as a steward of clients’ assets in order to protect and enhance long-term returns. This encompasses our engagement with investee companies, through proxy voting and face-to-face dialogue, as well as taking into account environmental, social and governance (ESG) factors which could impact shareholder returns.
