Quilter Cheviot has announced that its managed portfolio service (MPS) is now available to financial advisers using the Morningstar Wealth Platform, Fundment and Titan platforms.
The move takes the total number of adviser platforms that the Quilter Cheviot MPS is available on to 15.
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.
Head of managed portfolio services at Quilter Cheviot, Simon Doherty, said: “We are delighted to expand our availability to advisers by putting our MPS on three more quality platforms. Our MPS was one of the first in the market and as such we have been strong advocates of making it as accessible as possible, and this means working closely with adviser platforms.
“We have been working closely with platforms for over a decade now and 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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