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


12 takeaways from the Morningstar Annual Investment conference

Over 30 years working in the City and my thirst for knowledge today remains as great as it was on my first steps into the financial markets.

Robotaxis are the future of the car industry

The sound and the fury about the recent initial public offering of Lyft and Uber’s incipient debut on the stock market masks a more profound shift in how taxi services will function in the future.

Looking Back at the Credit Crisis and the 1,2,3 Banking Model

I am in the process of transferring into the office some of my investment related books. Within the pile, I came across a couple of books which I had purposely set aside unread. 


  • 23 May 2019
    The Investment Process