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Are your clients active, balanced, green… or something in between?

Whatever their preferences, WealthSelect makes your life easier with new tools, portfolios and more.

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.

Speak to us about WealthSelect today
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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

New responsible and sustainable portfolios

Discover a choice of 32 sustainable or responsible portfolios to meet the unique needs of more clients.

Smart tools to incorporate ESG

Our new tools are designed to complement your advice process and help you rise to the regulatory challenge.

Reports that reflect your clients’ ESG views

Benefit from two new quarterly reports to reflect your clients’ ESG preferences and showcase your advice.

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.

Speak to us about WealthSelect Find out more about WealthSelect