Quilter Cheviot’s managed portfolio service (MPS) is now available to financial advisers using the Morningstar Wealth Platform, Fundment and Titan platforms.
The total number of adviser platforms the Quilter Cheviot MPS is available on is now 15, both some of the largest platforms in the market, to the more specialist.
Managed by Simon Doherty and Antony Webb, Quilter Cheviot’s MPS utilises a ’Building Blocks’ structure – a range of funds designed and actively managed by Quilter Cheviot, exclusively for use within its MPS.
Each Building Block is designed to provide specific geographic or asset class exposure, and invests in a combination of direct equities, bonds or external fund holdings, providing clients with a solution that is more agile and lower cost than one with a traditional funds-based approach.
Simon Doherty, Head of Managed Portfolio Services at Quilter Cheviot, said the company had been “strong advocates” of making its MPS “as accessible as possible, and had been working closely with platforms for over a decade.
“We understand the importance of the role they play in the financial planning toolkit. We have optimised our MPS strategies so they work hand in hand with the platform and respond to advisers’ needs quickly and efficiently. Our platform partners are carefully selected following feedback from advisers, and we are always interested in working closely with others where there is demand.”
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