• Quilter disclosed WealthSelect assets under management of GBP 30 billion in August, keeping it the UK’s largest managed portfolio service.
• Latest quarterly rebalance cut passive US equity exposure, increasing allocations to value-oriented equities, selected SMID opportunities.
• No change to headline asset allocation; portfolios locked in equity gains, took further profits in gold, redeployed into fixed income, alternatives.
• Shifted away from passive gilt exposure toward active global government bond strategies ahead of the Autumn Budget.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Quilter plc published the original content used to generate this news brief on September 07, 2026, and is solely responsible for the information contained therein.