WealthSelect: Invest without compromise
WealthSelect has grown from strength-to-strength in the twelve years since its launch in February 2014. WealthSelect is now the UK’s largest and most comprehensive managed portfolio service, helping you meet the investment goals of your clients while giving you more time to focus on their wider financial planning needs.
Suitable for financial advice professionals only.
Source: Quilter as at 31 December 2025. Largest MPS as defined by Q3 2025 on-platform MPS assets (NextWealth, September 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 by more than 5,700 financial advisers to manage £25.4bn on behalf of 138,000 investors.
However, with constantly shifting financial markets, and an ever-changing regulatory landscape, how does WealthSelect continue to offer you the flexibility, choice, and performance to deliver on the promises you make to your clients? Click below to find out more.
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The value of investments can fall as well as rise. Your clients might get back less than they invested. quilter.com This communication is issued by Quilter, a trading name of Quilter Investment Platform Limited and Quilter Life & Pensions Limited, who provide the WealthSelect Managed Portfolio Service. Quilter Investment Platform Limited and Quilter Life & Pensions Limited are registered in England and Wales under numbers 01680071 and 04163431, respectively. Registered office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Quilter Investment Platform Limited is authorised and regulated by the Financial Conduct Authority under reference 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 reference number 207977. 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 product. 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. Approved: March 2026 QIP 23701/205/15929
Keeping ahead of the curve
The optionality of WealthSelect 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 often 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 the fund research, asset allocation, monitoring, rebalancing, and reporting for you. This means you can dedicate more of your 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 is supported by our dedicated research hub, which brings together our manager research, responsible investment, and operational due diligence expertise. This, along with our investment risk, dealing and implementation, and investment strategy teams, 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 improved WealthSelect to help advisers meet the needs and preferences of a wider range of their clients. This enhancement saw us add a range of passive portfolios alongside responsibly and sustainably managed portfolios. The value of investments can fall as well as rise. Your clients might get back less than they invested.
Whilst we have a depth and breadth of investment talent dedicated to managing WealthSelect, 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 for use within the portfolios. We set the investment mandate and one of our WealthSelect global partners, based on their experience, style, and expertise, is appointed to run the strategy. 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 have brought together to make life easier for you and your clients.
Managed
Active Blend Passive
Active
Sustainable
Responsible
Each available across eight risk levels.
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A choice of a wide range of portfolios
We understand that when you choose a managed portfolio service, you need to be sure that it will behave in the way 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 volatility target.
The performance figures shown refer to past performance. Past performance is not a reliable indicator of future performance. Source: Quilter and Factset as at 2 February 2026. Ten-year forward-looking volatility of the portfolios at the time of each rebalance over period 24 February 2014 to 2 February 2026. 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 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 target set out in the objective of each of the portfolios. The value of investments can fall as well as rise. Your clients might get back less than they invested.
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 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 by the risk-adjusted returns delivered since launch. The chart below shows how the annualised return of each WealthSelect Managed Active Portfolio rises sequentially as you move up through the risk levels. This progressive increase of reward in line with an increased level of risk is an encouraging trait for any prospective investor. 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 since launch.
Annualised return and volatility of the WealthSelect Managed Active Portfolios since launch.
The performance figures shown refer to past performance. Past performance is not a reliable indicator of future performance. Source: Quilter and Morningstar as at 28 February 2026. Annualised volatility and annualised return, percentage growth, net of fees of the underlying funds, but before the deduction of the MPS charge over period 24 February 2014 to 28 February 2026. The performance shown is based on a model of the portfolios held via Quilter's platform. The performance on other platforms may differ. The WealthSelect Managed Active Portfolios launched on 24 February 2014.
Underpinning the investment success of WealthSelect is the pragmatic, flexible, and repeatable approach of our portfolio management team.
Their emphasis is on minimising losses during market downturns through diversification, tactical adjustments, and strong manager selection, while remaining ready to capture returns when market conditions improve. It is the combination of these two attributes that has delivered such strong risk-adjusted returns for investors. The value of investments can fall as well as rise. Your clients might get back less than they invested.
Strategically tactical
The portfolios achieve their objectives through a combination of strategic asset allocation, tactical asset allocation, and manager selection. 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 manage risk are then made at the scheduled quarterly rebalances, or with ad hoc rebalances that our portfolio managers have the discretion to implement at any time. By expressing their investment views through tactical asset allocation, adding risk when the opportunity presents, and defending on the downside, the WealthSelect Managed Portfolios have consistently outperformed their performance comparators in both rising and falling markets.
The chart below shows that over the past 12 years the WealthSelect Managed Active 5 Portfolio has delivered a return of 110.7%. In doing so, it has outperformed its performance comparator, the IA Mixed Investment 20%-60% Shares sector average, by more than 38%.
Consistently strong returns
The performance figures shown refer to past performance. Past performance is not a reliable indicator of future performance. Source: Quilter and Morningstar as at 28 February 2026. Total return, percentage growth, net of fees of the underlying funds, but before the deduction of the MPS charge over period 24 February 2014 to 28 February 2026. The performance shown is based on a model of the portfolio held via Quilter's platform. The performance on other platforms may differ. The WealthSelect Managed Active 5 Portfolio launched on 24 February 2014.
Total return of the WealthSelect Managed Active 5 Portfolio since launch (rebased to 100).
A safe pair of hands
Another notable aspect of the pragmatic, flexible, and repeatable approach taken by the portfolio managers is that it has achieved success for each WealthSelect Managed Active Portfolio, across the eight risk levels. The chart below shows how every one of the WealthSelect Managed Portfolios has outperformed its performance comparator since launch.
In it for the long term
The performance figures shown refer to past performance. Past performance is not a reliable indicator of future performance. Source: Quilter and Morningstar as at 28 February 2026. Total return, percentage growth, net of fees of the underlying funds, but before the deduction of the MPS charge over period 24 February 2014 to 28 February 2026. The performance shown is based on a model of the portfolios held via Quilter's platform. The performance on other platforms may differ. 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, the continued adherence of the portfolios to their investment objectives, and the outstanding performance delivered since launch make WealthSelect 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 quilter.com/WealthSelect.
Supporting you and your clients
WealthSelect is available on the below platforms:
Performance summary
The performance figures shown refer to past performance. Past performance is not a reliable indicator of future performance. Source: Quilter and Morningstar as at 28 February 2026. Total return, percentage growth, net of fees of the underlying funds, but before the deduction of the MPS charge over periods shown. The performance shown is based on a model of the portfolios held via Quilter's platform. The performance on other platforms may differ. The WealthSelect Managed Active Portfolios launched on 24 February 2014.
Performance summary of Managed Active Portfolios
We believe the flexibility and choice, the continued adherence of the portfolios to their investment objectives, and the outstanding performance delivered since launch make WealthSelect 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 quilter.com/WealthSelect.
