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WealthSelect Managed Portfolio Service

An actively managed, discretionary investment solution.

What is WealthSelect?

Our financial needs and attitudes change as we go through life's seasons. Whether it's 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.

Quilter awards

Why choose WealthSelect?

By investing in the WealthSelect Managed Portfolio Service you can benefit from:

  • Investments designed to match your needs – You can be reassured that your managed portfolio is being constantly monitored and actively managed by experts to help ensure it meets its objectives.
  • Access to established expertise – All investment decisions within the portfolio are taken care of by the portfolio manager supported by a team of investment experts.
  • A better understanding of your investments – We provide easy to understand quarterly reports to you and your financial adviser, to help keep you fully informed of how your investments are being managed and how they are performing.
  • Value for money – WealthSelect provides access to a high quality, actively managed investment solution provided at no additional cost.

Demonstrating commitment to ESG integration

We recognise the wider impact of our activities and take the opportunity to implement our principles as a responsible business to help drive positive outcomes for investors.

Find out more about Quilter Investors’ approach to Responsible Investment.

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Understanding WealthSelect

The WealthSelect managed portfolio service provides a practical and cost-effective way to manage your investments, keeping them on track with your aims, and providing you with regular information on them. This guide talks you through the benefits of the service and how it can support your investment needs.

Your guide to WealthSelect

Next steps

Because we believe in the value of financial advice, our investment solutions are only available via a financial adviser.

Contact your financial adviser to discuss how this could be the right solution for you.

Don't have a financial adviser?

Our 'find an adviser' tool will help locate a suitable expert for your needs.