Since our launch in 2010, Verbatim Asset Management has had one simple philosophy; to deliver in line with client expectations.

Verbatim Asset Management is the groups own investment offering and was launched in 2010 with a simple remit – to deliver against client expectations.

We do this through a series of risk managed multi asset investment solutions, each one having a clear mandate to deliver against a proven asset allocation, based on a client’s risk profile.

Verbatim Asset Management offer a range of active and passive portfolio funds, managed model portfolios and a unique discretionary management service. All of which are overseen by our Independent Investment Committee, who provide governance, oversight and monitoring for all of our solutions.
Verbatim – As good as our word

  • Verbatim has a track record of delivering strong performance set against client expectations
  • Our solutions have been recognised by leading rating agencies Defaqto and RSMR
  • Our Fund managers have been selected based on their experience and expertise
  • Our Independent Investment Committee have been 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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