Verbatim Discretionary Service

Our Discretionary Service is a tailor made solution, offering the expertise of five different managers on a single, bespoke trading platform.

Why use the Verbatim Discretionary Service:

  • Choose from five different, expert investment managers
  • Ensure portfolios are aligned with clients’ attitude to risk.
  • Benefit from the efficiency of “dynamic model management” on the bespoke discretionary trading platform.

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 & Guides

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

Useful documents