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Quilter’s WealthSelect Managed Portfolio Service added to Transact

Date: 14 November 2025

2 minute read

14 November 2025

PRESS RELEASE

Quilter’s WealthSelect Managed Portfolio Service added to Transact

Quilter has today announced that its multi award-winning WealthSelect Managed Portfolio Service (MPS) is now available on the Transact platform.

WealthSelect was first added to third-party adviser platforms in early 2024 and this latest development means advisers can choose the MPS on six of them, as well as on Quilter’s own investment platform. This expansion reinforces Quilter’s commitment to providing advisers with greater flexibility and choice to meet diverse client needs.

Since its inception in 2014, WealthSelect, managed by Stuart Clark, Helen Bradshaw and Bethan Dixon, has grown to become the UK’s largest and one of the most comprehensive managed portfolio services, with £23.3bn in assets under management and a suite of 56 portfolios offering different risk options and including responsible and sustainable products.*

Picking up three top performance awards in March from financial product expert Defaqto, WealthSelect continues to go from strength to strength, most recently adding the newly launched Quilter Investors Absolute Return Equity Fund and seeding a new US small cap fund for its Responsible portfolios in October.

Stuart Clark, portfolio manager of Quilter’s WealthSelect MPS, said: “For over a decade WealthSelect has grown to become a crucial part of advisers’ toolkits. We have always looked to ensure advisers have the choice and flexibility in their investment process to deliver strong outcomes for their clients.

“We are proud of the scale and reach WealthSelect has achieved to date, particularly following its addition to third party platforms last year. Adding WealthSelect to a popular adviser platform such as Transact expands the availability of the portfolios and ensures advisers have the solutions available to them in the ways that they require.”

Tom Dunbar, Transact CEO, added: “Our strategy is to offer advisers the widest choice of MPS providers on the Transact platform and we are delighted to now offer the Quilter Wealth Select Managed Portfolio Service. It is fantastic that the MPS is available across all of our wrappers including our in-house offshore and onshore bond”.

Gregor Davidson

Senior External Communications Manager