Specialists in multi-asset investment portfolios

Verbatim Asset Management was launched ten years ago with one simple philosophy: to consistently meet your and your clients’ expectations.

A decade later, we can proudly state that we have not only met this objective but continue to exceed it. We are proud to celebrate a decade dedicated to perfecting the art of investing. As a specialist in multi-asset investment portfolios, we have spent the past ten years refining our skills, to design and deliver exceptional multi-asset investment solutions that are fine-tuned for consistent performance.

We offer a range of risk-managed multi-asset and multi-index portfolio funds, managed model portfolios and a unique discretionary management service each with a clear mandate to deliver against a proven asset allocation, based on a set risk profile.

Find out what makes us unique

DMS Verbatim Portfolio Growth Funds

DMS Verbatim Portfolio 5 Income Fund

DMS Verbatim Multi-Index Funds

Managed Model Portfolios

Verbatim Discretionary Service


Stepping stones to a sustainable economy

National Grid data shows that continuous time in the UK without using coal for electricity now stands at 38 days.

With dividend cuts, where do investors get their income from now?

Dividends have been an important source of returns since 1926 and investors have grown used to ever-increasing dividend payments over the last ten years – are less traditional sources now the way forward?

Market Review Q1 2020

There is obviously a huge amount for people to digest at present – both personally and in terms of markets and economics. Just a month after the S&P 500 hit a record high on 19 February, the ongoing spread of Coronavirus and an oil-centred dispute between Russia and Opec has seen markets tip into bear territory and growing fears about impending recession


  • 22 April 2020
    Verbatim Asset Management - Seeing The Wood For The Trees