Making sure your MPS partner is the right choice

We are pleased to have partnered with NextWealth on this report, providing you with insights around the due diligence that needs to be conducted on your outsourced investment providers.

This research has been designed for firms of all sizes, to give you the tools and the confidence to design your process in a way that meets your obligations and to assess providers in a way that works for you, your client and the regulator.

The report has been designed to help you with three objectives:

1. Understanding ‘what good looks like’ for the regulator
2. Assessing how MPS solutions meet clients’ needs and preferences while delivering good client outcomes
3. Staying informed about new provider offerings in a dynamic market.

The key takeaway is this: you need to be on the front foot with your due diligence. Read our report to find out about the approaches advisers like you are taking, and the practical steps you can take to manage the process.

Further resources

• Find out more about our award-winning Managed Portfolio Service
• Due Diligence for advisers - clear, concise information straight to your inbox
• Due Diligence webinar series

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Quilter Cheviot and Quilter Cheviot Investment Management are trading names of Quilter Cheviot Limited. Quilter Cheviot Limited is registered in England with number 01923571, registered office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Quilter Cheviot Limited is a member of the London Stock Exchange and authorised and regulated by the UK Financial Conduct Authority and as an approved Financial Services Provider by the Financial Sector Conduct Authority in South Africa.

This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction. Trusts, estate planning, taxation and inheritance tax advice are not regulated by the Financial Conduct Authority.

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Approver: Quilter Cheviot Limited, April 2025