Verbatim Managed Model Portfolios

Our managed model portfolios are available for use across a number of retail platforms, and allow advisers to implement a professionally researched, risk managed strategy, without any administrative headaches:

Why use our managed model portfolio:

  • Expert investment research from RSMR or Square Mile
  • Available on leading retail platforms, some with preferential platform rates
  • Run to a clear, proven risk mandate
  • Market leading cost - 0.25% + VAT AMC
  • Diverse range of assets

About the Managers

Find out more about RSMR and Square Mile.

Performance Analysis

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

How to Apply

Here you can download the documents you need to be able to sign up to this service.

Due Diligence

We provide you with a sample due diligence document which you can personalise to suit your individual requirements.

Useful Information

Here you will find interactive guides to assist you with this solution.

Useful documents