Skip to main content
Search

Easy-to-access information

Keeping you and your clients informed

Give your clients the complete picture

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 commentary

Stuart Clark, WealthSelect portfolio manager, provides a regular portfolio commentary and investment outlook that you can share with your clients. The commentary also includes the latest portfolio performance.
Image of someone typing on a laptop

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.

Responsible investment

When it comes to your clients’ responsible investment preferences, the impacts of an investment can be difficult to measure and evidence. Our quarterly reports contain in-depth information to help endorse your recommendation.

Helping you with the extra detail

We understand that keeping you informed about the management of the portfolios and how they are performing is a key factor in ensuring the ongoing suitability of the portfolios for your clients. The portfolio manager, Stuart Clark, provides a regular quarterly update to discuss the current macroeconomic environment, the performance of the portfolios, and their current positioning.

Watch the latest webinar

Next steps

View the brochure

Discover how WealthSelect has been designed to grow with the needs of your business, your clients, and their families.

View the brochure

Find out more

Get in touch with your local Quilter Consultant to learn more about the enhancements we’ve made to the WealthSelect Managed Portfolio service.

Contact your consultant

Discover WealthSelect

An actively managed, discretionary investment solution designed to meet more of your clients’ needs.

View WealthSelect homepage