Quilter's services
Quilter is a specialist in bespoke wealth management services.
We offer discretionary investment management services for private
clients, charities, trusts, pension funds and small institutions
and work with a number of professional advisers including IFAs,
solicitors and accountants offering their clients the best wealth
management solutions. Quilter employs more than 360 staff based in
13 offices throughout the UK, Jersey and Ireland and can trace its
ancestry back to 1777.
Quilter's services through Novia
Quilter is working with Novia and professional advisers to
provide clients with a discretionary investment management solution
through the Novia 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 might be possible via direct equity
investment. This provides the benefit of portfolio diversification
and participation in the performance of the markets in which each
Strategy invests. Quilter has a team of collective analysts who
consider over 70 different criteria when analysing a fund.
There is a choice of five Strategies to meet a range of varying
financial objectives. The five investment Strategies on offer will
provide IFAs and their clients with access to a range of investment
Strategies to meet Adventurous, Growth, Balanced, Income and
Conservative risk profiles.
Quilter Managed Portfolio Service benefits
The service differs significantly from those provided by 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:
- A choice of five investment Strategies to match your clients'
attitudes to risk and investment needs
- Expert investment management and fund selection
- Flexibility as clients are not locked into a Strategy for the
long term and have the ability to switch as their circumstances
change
- Quarterly factsheets with market commentary
Key benefits of choosing Quilter through the Novia
Platform
We are actively involved with the IFA market and support many of
the UK's leading professional advisers in constructing and
implementing investment solutions for their clients. Our sales team
and investment managers work closely with financial advisers,
recognising that a client's portfolio may form only part of an
overall financial planning strategy.
Key benefits of appointing Quilter include:
Qualified team - the Quilter Managed Portfolio Service is run by
Quilter's Managed Portfolio Service team. The investment Strategies
will be managed in the same way Quilter manages its own highly
successful Managed Portfolio Service (MPS).
Experienced research team - our research analysts are
responsible for researching, monitoring and making recommendations
on securities. Our Chief Investment Officer has led our research
team for more than ten years and this has provided continuity
during what has often been a turbulent market environment.
Risk Management - thorough investment management risk controls
designed to protect investors' interests.
Commitment to working with IFAs - we are committed to supporting
IFAs in constructing and implementing investment solutions for
clients. With the current regulatory changes, advisers are
increasingly looking to delegate the day to day management of their
clients' portfolios to us.
No conflict of interest - As a specialist in investment
management with no financial planning arm, you can be assured of no
cross-selling.
Charges - we offer a highly competitive flat charge.
Contact
For more information or to access the Quilter Managed Portfolio
Service, please contact Quilter or your usual Novia Regional Sales
Manager.
Quilter:
t: 020 7662 6500
e: platforms@quilter.co.uk
w: www.quilter.co.uk
For more information on the Quilter Managed Portfolio Service,
please click here
