Quilter Cheviot’s managed portfolio service is now available to review in Analyser as part of your MPS due diligence.
One of the UK’s largest DFMs, Quilter Cheviot launched its MPS in 2001 which has £1.49bn in assets under management as at 30 September 2022.
It offers five MPS strategies based on what it calls its ‘building blocks’ approach, which uses a range of eight funds created by Quilter Cheviot.
The approach is designed to provide specific geographic or asset class exposure, and invest in a combination of direct equities, bonds and external fund holdings.
Quilter Cheviot says this gives clients access to a broader range of investments than is available through “traditional” MPS ranges.
Decisions on the underlying holdings in the building blocks are made based on recommendations from Quilter Cheviot’s team of equity and fund research analysts.
The MPS range mainly invests in direct equities in the UK, US and Europe, and ESG factors are considered as part of the research process.
There are five portfolios available:
– Quilter Cheviot MPS Global Growth (Platform)
– Quilter Cheviot MPS Growth (Platform)
– Quilter Cheviot MPS Balanced (Platform)
– Quilter Cheviot MPS Income (Platform)
– Quilter Cheviot MPS Conservative (Platform)
Advisers can access the portfolios either directly or through some platforms – clients can access the MPS via a platform with investments starting from £1,000.
Quilter Cheviot head of managed portfolio services Simon Doherty says: “We are delighted that our models are now available on the lang cat’s Analyser. Following the significant enhancements made to our MPS in 2021, we continue to see growing demand for our services from advisers.
“Making the features of our MPS investment strategies available on Analyser is a natural step forward, supporting advisers in their due diligence by outlining the benefits to them and their clients of our unique ‘Building Blocks’ approach to portfolio management.”
There are currently 34 MPS providers available to research in Analyser.
