Specialists in multi-asset investment portfolios

Since our launch in 2010, Verbatim Asset Management has had one simple philosophy: to consistently meet your clients' expectations. We deliver this through 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 passive portfolio funds, managed model portfolios and a unique discretionary management service. Our Investment Solutions are overseen by our Independent Investment Committee, which brings with it a wealth of knowledge and expertise to provide governance, oversight and monitoring for all of our products.

We've been doing this consistently from the very beginning.

HC Verbatim Portfolio Growth Funds

HC Verbatim Portfolio 5 Income Fund

HC Verbatim Multi-Index Funds

Managed Model Portfolios

Verbatim Discretionary Service

Useful documents

Fund & Portfolio


Research &
Due Diligence

Investment Update

Latest News

Embracing the MiFID II Storm

July 17, 2018

When the Markets in Financial Instruments Directive II (MiFID II) hit the UK financial services industry earlier this year, it brought a whole raft of multiple regulatory implications to the financial planning landscape. 

The Return of Volatility

July 16, 2018

This year we have been saying that market volatility is set to return to normal levels. That mantra is still in place, especially in the light of recent political developments.

The Beautiful Game – Tactics for Successful Fund Management

July 13, 2018

France’s 4-2 win over Croatia in Sunday’s World Cup Final has left us to reflect on another tournament of what ifs for England. If anyone doubts the reach of the events of the past month, 26.5 million of us in the UK saw England’s semi-final heartbreak against Croatia.

Verbatim joins panel discussion on The Advice Show

July 12, 2018

Watch Sheldon MacDonald, the co-fund manager for the HC Verbatim Multi-Index funds join a panel discussion of global trends, emerging markets, Trump-enomics and how the UK economy is - gradually - regaining popularity!