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


Monthly update: Markets fall across the globe

There is no hiding from the fact that October was a tough month for investors as equity markets suffered a sharp correction. But this has not pushed us to take a more defensive stance in portfolios

Investor Insight

A look at the markets by Ken Rayner, Verbatim Model Portfolio Manager and Investment Director at RSMR, Rayner Spencer Mills Research

Focus on Funds

We are pleased to share the latest edition of Focus on Funds – the Verbatim Quarterly Investment Report. 


  • 27 September 2018
    The anatomy of bull and bear markets