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


Focus on Funds

The Q4 edition of Focus of Funds, our Quarterly Investment Report, is designed to provide you with the tools you need to keep up to date in the world of investments and the performance of the Verbatim investment solutions.

2018 review – and glad tidings for 2019?

2018 was clearly a tougher year for markets than investors have got used to since the global financial crisis and before looking forward, we need to examine why things have played out as they have.

The Advice Show

This past year was a tempestuous twelve months globally and, as a result, the markets were also fairly mercurial. In this video from The Advice Show, Dan Russell, Managing Director of SimplyBiz Investment Services catches up with Ken Rayner, Verbatim Portfolio Manager and a host of leading industry experts to explore the biggest issues from 2018 and discuss what we might see in 2019.


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