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

DMS Verbatim Portfolio Growth Funds

DMS Verbatim Portfolio 5 Income Fund

DMS Verbatim Multi-Index Funds

Managed Model Portfolios

Verbatim Discretionary Service


The case for outsourcing

Outsourcing investment management via multi-asset and multi-manager funds has become a core feature of the financial advice market over the past few years. According to research that Liontrust carried out last year, of those advisers who use outsourced investment managers, they do so for an average of 51% of their client base.

A decade of decarbonising power

By David Palmer, Co-Fund Manager DMS Verbatim Portfolio 5 Income Fund

The future of energy will be shaped by how we respond to its central paradox. How can we generate more energy with fewer emissions?

Market Outlook

Verbatim Model Portfolio Manager and Head of Investment at Square Mile, Jason Broomer shares his views on the performance of the markets over the previous quarter.



  • 13 February 2020
    Market Outlook