Discretionary Services

Our discretionary and managed model portfolios put the adviser in control of their own team of discretionary management experts, all working to a clear mandate under the control of the adviser and their clients.

What we offer:

  • A unique discretionary service, with five leading portfolio managers operating on a bespoke, low cost platform designed to efficiently execute a discretionary portfolio.
  • A managed model portfolios service that can implement risk managed model portfolios for an advisory firm on a range of retail platforms.

We put the adviser in control of the client relationship, help to ensure the suitability of portfolios and reduce the cost of discretionary management.

Verbatim Discretionary Service

Our unique discretionary service, providing access to five leading portfolio managers working for you, to strict asset allocation and risk mandates.

 

Verbatim Managed Model Portfolios

A range of risk managed, managed model portfolios available for advisers to use on multiple platforms.

Useful documents