WealthSelect makes it easy to incorporate ESG into your advice process
WealthSelect is a Defaqto 5 Diamond-rated managed portfolio service that's been delivering excellent value for money to over 60,000 clients for the past eight years.
We’ve now enhanced WealthSelect in three ways to make it easier to incorporate ESG into your advice process. So, you can offer tailored advice to more clients and give all your clients the complete picture.
Your new WealthSelect benefits
- The extensive range of portfolios now includes ESG portfolios to give you even more choice.
- Smart, time-saving tools mean you can now assess client needs across four dimensions.
- The ESG preferences of your clients are now reflected in our upgraded WealthSelect reporting.
Discover our WealthSelect enhancements
The value of your clients assets may fall as well as rise and they may not get back what they put in.
ESG is a huge focus of the regulator. Our WealthSelect enhancements are designed to help advisers rise to this challenge with ease.
Stuart Clark
Portfolio Manager
£9.6bn AUM
All data as at 31 December 2021
64,000 investors
1,800 adviser firms
Get in touch today
For the quickest way to find out how you and your clients can start benefitting from WealthSelect, simply give your Quilter Consultant a call today and they'll be happy to help.