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


Monthly Update: Markets fall again in December

Equity markets were down substantially at the end of last year to finish a pretty difficult few months.

Market Review

If you missed the live broadcast of The Advice Show no need to worry! You can catch up on all of the latest industry news and views here. Watch our HC Verbatim Portfolio Growth Co-Fund Manager John Husselbee, join a panel of leading industry experts on The Advice Show to discuss what drove the markets of 2018 and, more importantly, what can we expect to see in the markets in 2019.  

Monthly Update: A marginal market recovery

After a fairly wild ride in markets during October, the last month has seen some consolidation and even a slight recovery in places.


  • 10 December 2018
    The Advice Show December 2018 - Part One: Market review