FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

Consumer
Share

Designed by you

For those clients who feel they have specialised investment needs and are looking for highly bespoke services, we offer access to a wide range of assets that allow you to offer your clients investment portfolios designed by you.

Providing flexibility with this approach, we offer:

SelfSelect

Access to hundreds of funds from a wide range of leading fund groups to build a tailored portfolio with the most appropriate mix of investments to suit your client’s investment horizon and attitude to risk. 



Open Architecture

Access the entire universe of assets via our portfolio bonds. This may suit those looking for a highly personalised portfolio of assets which may include, collectives, equities or bonds. Your clients can also access Discretionary Asset Management services from their chosen manager, or from our sister company, Quilter Cheviot

Financial Adviser Verification

The content of this site is for advisers only. It is not for the use of Hong Kong advisers. You can change the regional content by selecting a region from the drop down box in the top right-hand corner.