Quilter CheviotAug 29 2023

Quilter Cheviot adds MPS to three more platforms

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Quilter Cheviot adds MPS to three more platforms
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Quilter Cheviot’s managed portfolio service has become available to advisers using the Morningstar Wealth Platform, Fundment and Titan platforms.

According to Quilter Cheviot, this takes the total number of adviser platforms the MPS is available on to 15.

It is available on both the larger platforms in the market as well as more specialist ones to “increase the attractiveness for advisers”.

Simon Doherty, head of managed portfolio services at Quilter Cheviot, 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.”

Quilter Cheviot’s MPS is managed by Doherty and Antony Webb and uses a “unique” building block’ 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.

Doherty added: “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.”

amy.austin@ft.com