Access expertise,
retain control.

Discretionary Service

The Verbatim Discretionary Service was created to provide advisers with access to some of the leading discretionary managers, whilst retaining control of client relationships, ensuring ongoing suitability of your advice alongside the appropriate costs for your clients.

Our discretionary service offers access to five different investment managers, each providing a different style of investment management. Offering a choice of investment managers allows you, as the adviser, to discuss with the client, should you wish, and choose which strategy best meets your client’s needs. Clients can switch portfolios easily and swiftly, at no cost, providing unrivalled flexibility. Verbatim Asset Management has created bespoke composite benchmarks for each of the strategic asset allocations, allowing the investment manager to demonstrate precisely how they have performed, whilst ensuring ongoing suitability for your client.

About the Managers

Find out more about the style of each of the managers operating on the Discretionary Service.

The Investment Process

Learn about the mandate given to the manager and the oversight and governance of the investment committee.

Performance Analysis

Here you can download the monthly performance summaries for the risk profiles available from each manager in the service.

Forms and Documents

Here you can find all the documents and forms you will need to use this service.

Useful documents

Fund & Portfolio
Factsheets

Brochures

Research &
Due Diligence

Quarterly
Investment Update