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

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


Square Mile Research – Half Year Review 2020

The unique challenges faced globally by individuals, companies and governments by the Covid-19 pandemic have been the material mover of markets in the first half of 2020. Given the uncertainty which surrounds the length and severity of the crisis, it is likely to remain a major contributor to investor and consumer sentiment for the foreseeable future.

The four features of the post-COVID landscape

COVID-19 has brought the world to a standstill and disrupted our work and home lives. Our best guess is that these disruptions will continue at least until the summer of 2021. What kind of economy will emerge in its wake? What will the ensuing landscape look like? 

The UK property market: the jewel in our crown or the thorn in our side?

In the UK we’re obsessed with the property market, and we have a high rate of property ownership with 65% of households in England being owner-occupiers. Rising house prices are central to our economy and lead to an increase in consumer confidence, so it’s a great barometer to measure how the wider economy is faring.


  • 09 July 2020
    The Advice Show July 2020 - Part One: Market Update