‘Winner of Best Small Asset Class over 3 years - Refinitiv Lipper Fund Award 2020’

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 and managed model portfolios each with a clear mandate to deliver against a proven asset allocation, based on a set risk profile.

Find out what makes us unique

WS Verbatim Portfolio Growth Funds

WS Verbatim Portfolio 5 Income Fund

WS Verbatim Multi-Index Funds

Managed Model Portfolios


Q1 Review 2021
Sector review: A positive case for the UK
Market-Leading Risk Controlled Investment Solutions

At Verbatim, we place your and your clients’ needs at the very heart of our proposition, committed to ensuring that you have the support and tools you need to maintain risk-aligned and suitable client portfolios that deliver consistent superior returns and good client outcomes.


  • 19 January 2021
    Verbatim Quarterly Report Q4 2020