Since our launch in 2010, Verbatim Asset Management has had one simple objective: to provide financial advisers with a range of risk-managed, multi-asset investment solutions that they can rely on to meet their clients’ expectations consistently.

We deliver on this promise through providing a series of risk-managed, multi-asset investment solutions, each with a clear mandate to deliver against a proven asset allocation, based on a set risk profile. We offer a range of active and multi-index portfolio funds, managed model portfolios and a unique discretionary management service.

As part of The SimplyBiz Group, we are able to provide an additional layer of support and governance to our investment solutions that is unmatched by any other asset manager. We leverage the very best that The SimplyBiz Group has to offer, tapping into the wealth of regulatory and investment expertise, to design and deliver investment solutions that not only fit seamlessly into the advice process but also provide financial advisers with peace of mind in the knowledge that their advice will remain suitable to meet their client’s performance expectations.

In addition, the Verbatim independent Investment Committee provide governance and oversight to the management of our investment solutions. Our Investment Committee meet regularly to perform fund manager and portfolio reviews to ensure that our investment solutions continue to adhere to their mandate therefore ensuring we continue to meet expectations.

We are ideally positioned to provide investment solutions that are adviser centric. When you combine our performance track record with the support our solutions receive from both our Investment Committee and The SimplyBiz Group, we truly deliver a market leading proposition. 

  • Our performance track record highlights that our solutions not only deliver consistent performance, but also show growth over time and in-line with their respective risk mandates.
  • Our solutions have been recognised by leading rating agencies Defaqto and RSMR.
  • Our industry leading Fund Managers have been selected based on their experience and expertise.
  • Our independent Investment Committee are appointed to ensure we continue to deliver on our word.

More and more advisers are turning to Verbatim to meet their clients’ needs.

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