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Succession appoints Quilter to manage discretionary portfolios

IFA consolidation vehicle Succession Advisory Services has selected Quilter to manage a range of discretionary managed portfolios.

Quilter has launched five model investment portfolios, each with specific risk parameters to reflect the portfolio of lower to higher risk assets held within them. 

The investments can be accessed through Succession’s purpose built platform and clients can access account updates, valuations (updated daily) and investment reports from their own web-based account. 

Succession has also chosen Vestra Wealth to be a core provider to its investment matrix also offering a range of five risk-graded model portfolios.

Succession chief executive Simon Chamberlain says: “Working with world class investment managers like Quilter demonstrates Succession’s ability to deliver significant funds onto the wrap platform. 

He adds: “Vestra Wealth has been appointed because they add another dimension to our discretionary offer and enhance the formidable array of investment specialists on the Succession investment matrix.”  

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  1. matrix, core, dimension, sounds like it ticks all boxes but does it do what it says on the can?

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