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

HC Verbatim Portfolio Growth Funds

HC Verbatim Portfolio 5 Income Fund

HC Verbatim Multi-Index Funds

Managed Model Portfolios

Verbatim Discretionary Service


Thematic focus: Evolving consumption

Our evolving consumption theme is a huge and ever-changing global source of investment opportunities. The diversity of change within this area, which represents about 70% or so of global economic activity, is enormous.

Long distance relationships

When looking at the US market for investing, there are plenty of opportunities to consider. Key market indices far outstrip the total value of the UK market, and there are several possible configurations to assess.

Consistency is overrated

Over more than 30 years analysing fund managers across the world, one of the most important lessons I have learned – and a key mantra behind our multi-asset approach – is that consistency of performance is close to impossible over any decent timeframe.


  • 23 January 2019
    The Advice Show January 2019 - Part One: Market overview