Quorum Capital on Quilter.
Quorum Capital's risk-graded model portfolios are available to financial advisers on Quilter. Apply our committee-managed Core, Passive and Income ranges to your client accounts without changing platform.
Portfolios available on Quilter.
All three Quorum ranges are available. Choose the range that fits your clients' needs and your preferred cost model.
Core
Actively managed multi-asset portfolios. RG2–RG5 plus RG3 Ethical. Committee-led fund selection.
Passive
Pure index-tracking. RG2–RG4. Low OCF, transparent holdings, committee-set strategic allocation.
Income
Quarterly distributions with capital growth. Income & Growth and Ethical Income at RG3.
Getting started on Quilter.
Contact our BDM team
Get in touch with our business development team to confirm Quorum Capital availability on Quilter and discuss which model portfolio ranges suit your client base.
Sign the investment mandate
Complete the discretionary investment mandate and supporting due diligence documentation. We provide everything you need for your compliance file.
Map clients to risk grades
Use the Quorum attitude-to-risk framework to align each client with the appropriate risk-graded portfolio across the Core, Passive and Income ranges.
Go live
Apply the model portfolios to your client accounts on Quilter. Ongoing rebalancing and committee oversight are handled by Quorum Capital.
Common questions.
- Is Quorum Capital available on Quilter?
- Yes. Quorum Capital model portfolios are live on Quilter. Advisers on this platform can access the Core, Passive and Income ranges. Contact us to confirm current availability and request onboarding documentation.
- Do I need to move client accounts to use Quorum Capital on Quilter?
- No. Quorum Capital portfolios are available directly on Quilter. There is no need to transfer client accounts or change platform. We integrate with the platform your clients already use.
- What documentation do I need to onboard Quorum Capital on Quilter?
- We provide a full due diligence pack including factsheets, Consumer Duty value assessment, investment mandates, and the Quorum ATR questionnaire. Contact us to request the documentation pack.
- How much does Quorum Capital cost on Quilter?
- The Quorum Capital DFM fee is 0.18–0.20% per annum for the Core Range. The Passive Range has no additional DFM fee. The platform fee charged by Quilter is separate. See our Fees page for a full cost illustration.
Add Quorum to your Quilter panel.
Request the due diligence pack and we will arrange an introduction call at your convenience.