Verbatim Asset Management is focussed upon delivering investment solutions that do what they say on the tin.


Verbatim is focussed upon delivering investment solutions through a range of risk managed active funds, passive funds and discretionary portfolios.  The solutions available through Verbatim are built around the ethos of enabling advisers to set their clients’ expectations, and then pick a portfolio that is going to deliver to those expectations.    

The team at Verbatim focusses exclusively on providing advisers with support on our comprehensive range of investment solutions, which includes:

  • Active FP Verbatim funds
  • Passive Total Clarity fund
  • Multi-asset income solution
  • The Verbatim Discretionary Service – our unique discretionary offering on a bespoke platform
  • A brand new model portfolio service, offering discretionary models from RSMR and Square Mile available on third party platforms

We continue to develop and enhance our solutions to meet the needs of advisers, and ensure they have a full choice of solutions - no matter what their individual investment philosophies

To find out more, visit

Latest News

The new HMRC Trust Registration Service - what advisers need to know

  June 16, 2017

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"Treat all those you care for with love while you can"

  June 15, 2017

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Update on Equity Release qualification and permission

  May 24, 2017

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How to manage change, priorities and best practice

  May 19, 2017

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