WealthSelect: Invest without compromise
WealthSelect, the UK’s largest and most comprehensive managed portfolio service, has grown from strength-to-strength in the eleven years since its inception. It is now the investment solution of choice for more than 5,400 financial advisers.
For financial advisers only.
Source: Quilter as at 31 May 2025. Largest MPS as defined by Q1 2025 on-platform MPS assets (NextWealth, June 2025).
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Flexibility and choice
Delivering on your promises
Outstanding performance
WealthSelect is the first port of call for over 2,100 financial adviser firms across the UK.
WealthSelect is the investment of choice for more than 77,000 investors and their families.
WealthSelect is trusted with over £11bn of savings from investors.
2,100
financial adviser firms
77,000
investors and their families
£11bn
assets under management
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WealthSelect is trusted to manage £20.4bn on behalf of more than 123,000 investors, cementing its place as the UK’s leading managed portfolio service.
However, with continually shifting financial markets, and the ever-changing regulatory landscape, how does WealthSelect continue to offer you the flexibility, choice, and performance to deliver on the promises you have made to your clients?
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4 mins
Past performance is not a guide to future performance and may not be repeated. Investment involves risk. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rates may cause the value of overseas investments to rise or fall. www.quilter.com Please be aware that calls and electronic communications may be recorded for monitoring, regulatory, and training purposes and records are available for at least five years. The WealthSelect Managed Portfolio Service is provided by Quilter Investment Platform Limited and Quilter Life & Pensions Limited. Quilter is the trading name of Quilter Investment Platform Limited, which also provides an Individual Savings Account, Junior ISA, and Collective Investment Account, and Quilter Life & Pensions Limited, which also provides a Collective Retirement Account and Collective Investment Bond. Quilter Investment Platform Limited and Quilter Life & Pensions Limited are registered in England and Wales under numbers 1680071 and 4163431, respectively. Quilter Investment Platform Limited is authorised and regulated by the Financial Conduct Authority under number 165359. Quilter Life & Pensions Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 207977. Registered office: Senator House, 85 Queen Victoria Street, London, United Kingdom, EC4V 4AB. Quilter uses all reasonable skill and care in compiling the information in this communication and in ensuring its accuracy, but no assurances or warranties are given. Investors should not rely on the information in this communication when making investment decisions. Nothing in this communication constitutes advice or a personal recommendation. This communication is for information purposes only and is not an offer or solicitation to buy or sell any Quilter portfolio. Data from third parties is included in this communication and those third parties do not accept any liability for errors and omissions. Investors should read the important information provided by the third parties, which can be found at quilter.com/third-party-data. Where this communication contains data from third parties, Quilter cannot guarantee the accuracy, reliability or completeness of the third-party data and accepts no responsibility or liability whatsoever in respect of such data. Published: June 2025 QIP 23701_174_11308
The optionality that WealthSelect offers allows you to choose a portfolio that aligns with the needs and preferences of your clients today, while having the flexibility to adapt in the future, all within one investment solution.
Helping you and your clients
The last few years have seen a continually evolving regulatory landscape, which can seem overwhelming. That is why we have designed WealthSelect to help reduce your regulatory risk and ease the administrative burden for you and your business. We manage all the fund research, asset allocation, monitoring, rebalancing, and reporting for you. This means you can dedicate more time to the financial planning needs of your clients and build valuable, long-term relationships. At a time when you are seeing increased regulatory demands across your whole business, WealthSelect enables you to outsource both the ongoing management of your clients' investments, and the regulatory burden that accompanies it, to our team of investment experts.
Offering a depth and breadth of talent
Our portfolio management team are supported by our dedicated research hub, which combines our manager research, responsible investment, and operational due diligence teams. This, along with our implementation, risk, and governance infrastructure, ensures we have the depth and breadth of investment expertise to manage portfolios that can meet the needs of a wide range of your clients.
In 2022, we enhanced WealthSelect to help advisers meet the needs and preferences of a wider range of their clients. This improvement saw us add passive portfolios alongside 24 responsibly-managed portfolios and eight actively-managed Sustainable portfolios that seek to support sustainable solutions to environmental and social challenges.
However, we also understand that no one can be an expert at everything all the time. That is why WealthSelect harnesses the power of our WealthSelect global partners – a select group of high-quality asset managers that have a strong competitive edge in their respective asset class or market. Where there is a clear client benefit, we ask our WealthSelect global partners to manage selected investment strategies as sub-advised mandates. This is where we set a mandate and one of our WealthSelect global partners is appointed to run the mandate based on their experience, style, and expertise. This approach can offer many benefits and advantages to you and your clients including:
Presenting a partnership of expertise
Enhanced control – we can refine an investment strategy to reflect a desired investment objective. Greater transparency – we can see the underlying holdings, providing visibility of every individual trade and deal placed. Increased flexibility – we can change an investment adviser far more efficiently than a standard fund switch.
Spanning the world from San Francisco to Singapore, our WealthSelect global partners offer access to a wealth of insight and expertise – all of which we’ve brought together to make life easier for you and your clients.
Managed
Active Blend Passive
Active
Sustainable
Responsible
Each available across eight risk levels.
You are here
We understand that when you choose a managed portfolio service, you need to be sure that it will behave in the way that you have described to your clients. This means it needs to not only deliver the exceptional returns you would expect from a market-leading investment solution but also be managed within its stated risk target.
Source: Quilter and Factset as at 3 June 2025. Ten-year forward-looking volatility of the portfolios at the time of each rebalance over period 24 February 2014 to 3 June 2025. The WealthSelect Managed Active Portfolios launched on 24 February 2014 and the WealthSelect Responsible Active and WealthSelect Sustainable Active Portfolios launched on 8 March 2022.
WealthSelect is built upon an established, successful investment process that aims to maximise the potential return for the given level of risk. To achieve this, our portfolio managers combine their own data and analysis with inputs from industry-leading providers of asset allocation research to build optimal portfolios from both a risk and return perspective. The chart below shows the success of this approach. Whilst the managers have flexed the risk in the portfolios to take advantage of market conditions, they have always remained firmly within the upper and lower bounds of the volatility targets set out in the objective of each portfolio.
A strong starting point
Staying within the lines
Our considered yet flexible approach to portfolio management is demonstrated by the changing positioning of the portfolio between the upper and lower risk limits depending on the prevailing market conditions. Whether this was the reduction of risk in the portfolios prior to the UK Brexit vote in 2016, and the further reductions in the immediate wake of the referendum. Or the following years in 2017 and 2018, when investment risk was steadily raised towards the upper limit of the volatility target before reaching its highest level in late 2018. Our portfolio managers continually monitor the portfolios to ensure we achieve our dual ambitions of defending on the downside and capturing the upside.
A pragmatic investment approach
The success of our approach is also evidenced at a portfolio range level. The chart below shows how the annualised return of each WealthSelect Managed Active Portfolio has risen sequentially as you move up through the risk levels. This progressive increase of reward in line with the increased level of risk is an encouraging trait for any prospective investor as it shows that our portfolio management team have a disciplined, repeatable, and successful approach to managing risk.
Disciplined, repeatable, and successful
Risk and reward
Forward-looking 10-year volatility of the actively-managed risk level 5 portfolios each quarter since launch.
Annualised return and volatility of the WealthSelect Managed Active Portfolios since launch.
Past performance is not a guide to future performance and may not be repeated. Source: Quilter and FactSet as at 31 May 2025. Annualised return, percentage growth and annualised volatility over period 24 February 2014 to 31 May 2025. The performance shown is after the deduction of the charges of the underlying funds, but before the deduction of the Managed Portfolio Service charge. The WealthSelect Managed Active Portfolios launched on 24 February 2014.
Underpinning the investment success of the WealthSelect Managed Portfolios is the pragmatic, flexible, and repeatable approach of our portfolio management team.
Their emphasis is on minimising losses during market downturns through diversification, tactical calls, and strong manager selection, whilst remaining ready to add risk back to the portfolios when market conditions are set to improve. Historically, the latter has always enabled the portfolios to capture a good proportion of the gains delivered when markets are climbing. It is the combination of these two attributes that continues to deliver such strong risk-adjusted returns for investors.
Strategically tactical
The portfolios achieve their objectives through a combination of consistently strong manager selection and strategic and tactical asset allocation. The strategic asset allocation is a starting point for the portfolio management team to build and manage the portfolios. Tactical adjustments that capture returns or mitigate losses are then made at the scheduled quarterly rebalances, or at at an ad hoc rebalance that our portfolio managers have the discretion to implement at any time. By expressing their investment views through regular tactical asset allocation, adding risk when the opportunity presents, and defending on the downside, the WealthSelect Managed Portfolios have consistently outperformed their IA performance comparators in both rising and falling markets.
As the chart below shows, over the past 11 years the WealthSelect Managed Active 5 Portfolio has delivered a return of 84.1% to investors. In doing so, it has outperformed its performance comparator, the IA Mixed Investment 20%-60% Shares sector, by more than 30%.
Consistently strong returns
Past performance is not a guide to future performance and may not be repeated. Source: Quilter and FactSet as at 31 May 2025. Total return, percentage growth, rebased to 100 over period 21 February 2014 to 31 May 2025. The performance shown is after the deduction of the charges of the underlying funds, but before the deduction of the Managed Portfolio Service charge. The WealthSelect Managed Active Portfolios launched on 21 February 2014.
Total return of the WealthSelect Managed Active 5 Portfolio since launch (rebased to 100).
A safe pair of hands
The most notable aspect of the pragmatic, flexible, and repeatable approach taken by our portfolio managers is that it has achieved success for every WealthSelect Managed Active Portfolio, across each of the eight risk levels.
In it for the long term
Past performance is not a guide to future performance and may not be repeated. Source: Quilter and FactSet as at 31 May 2025. Total return, percentage growth over period 24 February 2014 to 31 May 2025. The performance shown is after the deduction of the charges of the underlying funds, but before the deduction of the Managed Portfolio Service charge. The WealthSelect Managed Active Portfolios launched on 24 February 2014.
Total return of the WealthSelect Managed Active Portfolios since launch.
Success at every level
We believe the flexibility and choice provided by WealthSelect, the continued adherence of the portfolios to their investment objectives, and the outstanding performance delivered since launch make it a compelling proposition for you, your business, and your clients. If you would like to find out more about WealthSelect, please contact us or visit our website.
Supporting you and your clients
WealthSelect is available on the below platforms:
Performance summary
Past performance is not a guide to future performance and may not be repeated. Source: Quilter and FactSet as at 30 May 2025. Total return, percentage growth over time periods shown. The performance shown is after the deduction of the charges of the underlying funds, but before the deduction of the Managed Portfolio Service charge. The deduction of this charge will impact on the performance shown. The WealthSelect Managed Active Portfolios launched on 24 February 2014.
Performance summary of Managed Active Portfolios
