What we do
We are a leading investment consultant with a distinct specialisation in collaborating with financial advice groups to craft investment solutions tailored precisely to their unique requirements that enhance the investment experience for their advisers and clients.
Giving you more time to focus on your clients rather than managing portfolios
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Providing excellent investment outcomes through utilising sophisticated risk management techniques
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Assisting you in developing an additional revenue stream or growing profit margin
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Reducing investment and operational costs
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We work collaboratively with firms to create your own white labelled, customised investment solutions
Quilla works collaboratively with advisers to design and manage portfolios, to your specifications, utilising Separately Managed Accounts (SMAs). These portfolios are multi asset SMAs incorporating funds, ETFs or listed shares, and can be branded with your company name. |
Quilla’s portfolios
As an alternative to customised portfolios, we also offer access to our own ‘off the shelf’ portfolios through HUB24, BT Panorama and AMP MyNorth Managed Account Platforms. |
Client facing technology
Our unique goal based advice application is designed specifically for advisers to use with their clients, helping them increase engagement and work more efficiently. |
Expert investment and market insights
We create our own insights and think for ourselves to deliver valuable investment and market insights including through regular client focused publications and activities. |
Who we are
Our people
Quilla was founded to bring to market a truly independent offering, utilising our considerable experience as fund managers working for blue chip brands across global markets. Our core investment team comprises highly experienced specialists who focus on creating solutions that minimise risk and deliver results. What differentiates our team is the depth and quality of their experience in managing money. Our team are supported by analysts, communication, and technology specialists. |
About Quilla
We are a leading investment consultant specialising in working with advice groups to create innovative investment solutions that meet their specific needs. We provide access to a diverse range of investments around the world that we blend with a strong focus on wealth preservation. Our independence means we are free of conflicts and always act in the best interests of our clients. We conduct our own research, build our own systems, and think for ourselves to deliver superior client outcomes. |