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Core investment proposition

For new investments we will first consider whether we can satisfy your needs with a product from Old Mutual Wealth or a managed investment portfolio from Quilter Investors or Quilter Cheviot.

The value of investments and the income they produce can fall as well as rise, you may get back less than you invested.

WealthSelect

Managed Portfolio Service

Old Mutual Wealth’s WealthSelect Managed Portfolio Service provides a convenient and complete investment solution, managed by the team of experts at Quilter Investors.

The service is a fully outsourced, discretionary, risk-targeted Managed Portfolio Service aimed at investors seeking to achieve long-term capital growth by investing in a diversified range of asset classes built exclusively with funds from our Global Partners. Global Partners brings together the industry’s leading fund managers and best known asset management brands.

We believe that the combination of competitive pricing, market-leading reporting and other inclusive tools make these portfolios exceptional value for you.

Generation

Multi-asset portfolio

Generation has been designed by the highly experienced multi-asset team at Quilter Investors, in collaboration with financial advisers for the next generation of retirees, to give them more flexibility around using retirement savings to support themselves in their later years.

They are aimed at investors who are either approaching retirement, at retirement, or some way through retirement.

Cirilium

Multi-asset portfolio

The Cirilium portfolios are a range of five active multi-asset portfolios tailored to different risk/reward profiles. Each portfolio offers access to some of the world’s best investment managers in their specialist fields with all fund selection and portfolio management provided by the Quilter Investors multi-asset investment team. The Cirilium portfolio managers scour the globe to find the best funds investing in the broadest range of asset classes.

Quilter Cheviot

Discretionary Portfolio Service

If you’re looking to invest £250,000 or more, our sister company, Quilter Cheviot, offers an investment management solution that is tailored to your needs. Your dedicated investment manager will work through your requirements and objectives to build a portfolio that really works for you.

Your investment manager will actively manage your portfolio, taking care of any investment decisions and adopting an active approach to ensure that you can take advantage of the best investment opportunities around the world.

Please contact us to find out more on 01244 621 721.