The WealthSelect Managed Portfolio Service celebrated its ninth anniversary in February 2023. In the years since launch, its track record for consistent outperformance, in both rising and falling markets, has seen it grow to become one of the largest managed portfolio services in the UK.
Recommended by over 2,100 financial advice firms, WealthSelect gives you the power to provide your clients with a personalised solution that matches their needs.
Stuart Clark, WealthSelect portfolio manager, and lead investment Director, Andy Miller, provide an update on the performance of the Managed Active and Blend portfolios over the last nine years and share for the first time, the performance of the Responsible and Sustainable Portfolios.
Portfolio manager, Stuart Clark, discusses how he's adapted the WealthSelect Managed Portfolios to help them perform in all market conditions, whilst staying in line with their risk targets.
