2 WealthSelect Managed Portfolio Service Introducing you to WealthSelect Launched in 2014, WealthSelect was one of the first managed portfolio services in the UK to offer advisers access to a range of actively managed, risk-targeted multi-asset portfolios. WealthSelect enables advisers to further deliver on their clients’ investment objectives and focus more of their time on their clients’ wider financial planning needs. Led by experienced portfolio manager, Stuart Clark, CFA, WealthSelect is an industry leading managed portfolio service with an enviable performance track record, trusted with more than £9.6bn of clients’ money (as at 31 December 2021). We are proud to support more than: 1,800 financial adviser firms 64,000 clients and their families