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Giving you the complete picture

Keeping you and your clients up-to-date with the latest news and information.

Providing easy to access information

In today’s fast-moving world, we know how important it is to keep up-to-date with the latest news and information. WealthSelect offers a range of commentaries, webinars, and reporting to support you and your clients.

Portfolio commentaries

We provide a monthly portfolio commentary and investment outlook that you can share with your clients including the latest performance and portfolio information as well as a market update from our CIO, Marcus Brookes.
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Quarterly client reporting

We keep you and your clients informed by giving you access to quarterly reports. If you invest via Quilter’s platform, the reports are bespoke to your clients and can be co-branded with your company logo to keep your firm centre-stage.

Adviser webinars

We understand that keeping you informed is a key factor in ensuring the ongoing suitability of the portfolios for your clients. We present a quarterly webinar tom keep you informed on the current performance and positioning.

Offer your clients an enhanced investment experience:

More and more advisers like you are encouraging their clients to activate their Quilter online accounts. This has a number of benefits to both you and your clients, such as:

  • easy and instant access, with you retaining full control
  • reassurance that important documents are never lost
  • safe and secure communication of client information.
Find out more

Your next steps

We are dedicated to making sure your journey with us is as smooth as possible, so get in touch with your investment director to find out more about how WealthSelect can meet the needs of you and your clients.

Contact us

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.