Specialists in multi-asset investment portfolios

Since our launch in 2010, Verbatim Asset Management has had one simple philosophy: to consistently meet your and your clients’ expectations.

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

Find out what makes us unique

HC Verbatim Portfolio Growth Funds

HC Verbatim Portfolio 5 Income Fund

HC Verbatim Multi-Index Funds

Managed Model Portfolios

Verbatim Discretionary Service


China's green electricity revolution

China’s going to need a lot more electricity. The good news is that this boosts the renewables sector and other potentially fast growing opportunities. The bad news is that Chinese companies remain hard to invest in, chiefly because they fail to achieve levels of governance we would find acceptable.

The Importance of Independence

The biggest investment story of the second quarter of 2019 is one of failure.  Once again investors have been dealt a blow by a small group of individuals operating in the financial services industry who have forgotten the fundamental function of their profession. Customer service. 

Filtering the market

By John Husselbee, Co-Fund Manager HC Verbatim Portfolio Growth Funds

When building managed portfolios and looking to diversify by blending funds, one of the key tasks is to make sure you are not simply replicating the market at greater cost.


  • 03 July 2019
    The Advice Show July 2019 - Part One: Market Update