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


Brexit Survey

Ahead of the outcome of the Brexit negotiations, Square Mile are reviewing UK equity options in our Managed Portfolio Service (MPS) and considering funds sensitivity to the potential outcomes.

Monthly Update: US market continues to rise

Despite President Trump’s continued political issues the US was by far the best performing market in August.

Jellyfish, roast Turkey and a lucky gold ring

Anyone who was hoping the heatwave over the summer would have burnt away the clouds of uncertainty will have been disappointed. As we head into the autumn, the world is no less surreal and unpredictable than it was in the spring.


  • 27 September 2018
    The anatomy of bull and bear markets