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What is WealthSelect?

Our financial needs and attitudes change as we go through the different seasons of life. Whether it is helping the kids get on in life, taking that dream holiday, or retiring active and happy - your investments should grow with you.

WealthSelect is an innovative, actively managed discretionary investment solution where you and your financial adviser choose the portfolio that best meets your investment needs and attitude to risk.

The value of investments can fall as well as rise. You might get back less than you invested.

Our personalised service gives you: Defaqto DFM MPS (Platform) Family 2025 expert rated logo

  • The right balance between portfolio performance and the level of investment risk that is best for you, from 3 (low) to 10 (high).
  • The flexibility to choose between WealthSelect Managed, Responsible, and Sustainable portfolios, so that your environmental and social preferences are at the heart of your investment strategy.
  • The freedom to choose an active, blend, or passive investment management style for your portfolio, helping you get the best value from our investment expertise.

 

Understanding WealthSelect

WealthSelect provides a safe pair of hands for your investments, a portfolio that meets your personal needs, and timely and transparent communication. Since 2014, we have helped more than 138,000* investors and their families achieve their financial goals by harnessing the skills of our investment experts. 
*as at 31 December 2025

Your guide to WealthSelect
WealthSelect customer brochure

What will 2026 bring?

In our 2026 global outlook, watch our investment experts provide their review of 2025 and share their outlook for 2026.

A selection of our investment partners also offer their latest views on what has influenced markets in 2025 and what 2026 may have in store for investors.

Discover our 2026 global outlook

Looking to get started?

If you are interested in WealthSelect, the best next step will be to contact your financial adviser for more information. Don't have a financial adviser? Use our find an adviser tool to locate a suitable expert.

Find an adviser

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.

Approver: Quilter January 2026

QIP 26695/165/14662