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For new investments, we will first consider whether there is a product that is most suitable for your needs from Old Mutual Wealth, Quilter Investors or Quilter Cheviot. If the best solution for you isn’t there, we will recommend an alternative from a leading panel of providers.

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

Cirilium multi-asset portfolio

The Cirilium range comprises 5 multi-asset, risk-targeted portfolios. They are designed for investors looking for high levels or performance from the widest possible investment universe at a risk level that’s right for them. The portfolios have access to thousands of investment strategies, some of which would not ordinarily be available to every day investors. Our dedicated analysts monitor the portfolios to ensure they perform at the expected level, and enable us to adapt the diversified investment strategies to suit changing markets.

Cirilium Blend 

The Cirilium Blend range consists of five risk-targeted, multi-asset portfolios with a focus on diversification and helping investors achieve their financial goals for a level of risk that’s right for them. The Cirilium Blend portfolios are for those seeking performance from a lower cost actively managed portfolio comprised of an optimal blend of active and passive instruments from across the investment universe. 

Monthly Income Portfolios

The Quilter Investors Monthly Income Portfolios consist of two risk targeted portfolios to meet different investor income needs and attitude to risk. They have been designed in collaboration with financial advisers, research agencies and customers to help meet the challenge of acheiving a sustainable income.

WealthSelect

Managed Portfolio Service

Old Mutual Wealth’s WealthSelect Managed Portfolio Service is a fully outsourced, discretionary, risk-targeted investment solution that aims for long-term growth. The service provides a convenient and complete investment solution, managed by the team of experts at Quilter Investors.

Generation

Multi-asset portfolio

Specifically designed for investors who are either approaching, at, or some way through retirement.  Generation has been designed by the highly experienced multi-asset team at Quilter Investors, in collaboration with financial advisers, to give people more flexibility in using retirement savings to support themselves in later years.

Quilter Cheviot

Discretionary Portfolio Service

Discretionary portfolios are actively managed by an investment manager and you can leave the day-to-day decisions up to them. 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.

Take the next step

We all want a plan in place for our financial future. Let us take care of that for you.