Quilter
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Where personal service matters
Quilter is a specialist in bespoke wealth management services, tracing its ancestry back to 1777. Quilter works with many professional advisers offering their clients the best wealth management solutions.
Quilter's services through Ascentric
Quilter is committed to supporting IFAs in constructing and implementing investment solutions. Quilter is working with Ascentric and IFAs to provide clients with a discretionary investment management solution through the Ascentric wrap platform.
The Quilter Managed Portfolio Service invests in a wide range of collective funds on a global and multi-asset basis, providing greater diversification than possible via direct equity investment. Quilter’s team of collective analysts considers over 70 criteria when analysing a fund.
The choice of five investment Strategies meets a range of varying financial objectives, enabling IFAs to choose one that best matches their clients’ investment objectives and attitude to risk. The objectives are Adventurous, Growth, Balanced, Income and Conservative.
Quilter Managed Portfolio Service benefits
The service differs significantly from many competitors, because it does not “unitise” investors within a single large portfolio and allocate units in a fund of funds. Clients will have their own Strategy of collective investments, making it quick and easy to see the exposure to each fund.
The Quilter Managed Portfolio Service provides:
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Five Strategies to match clients’ attitudes to risk and investment objectives
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Expert investment management and fund selection
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Flexibility as clients are not locked into a long term Strategy and have the ability to switch
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Quarterly factsheets with market commentary
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