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


Diversification is key to managing central bank uncertainty

For much of the current decade, all the main asset classes have been rising. Between September 2010 and September 2018, UK shares rose by more than 90%, commercial property more than doubled, corporate bonds gained more than 50%, and even low-risk government bonds rose by more than 40%.  

Thoughts on a no deal Brexit

As we get closer to the scheduled exit date of 29 March and the political wrangling continues, many of our investors are understandably asking what we would do in the event of a no deal Brexit.

Thematic Focus: Ageing

The ageing of populations is an inevitable issue with profound and inescapable effects on societies around the world. 


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