‘Winner of Best Small Asset Class over 3 years - Refinitiv Lipper Fund Award 2020’

Specialists in multi-asset investment portfolios

Verbatim Asset Management was launched ten years ago with one simple philosophy: to consistently meet your and your clients’ expectations.

A decade later, we can proudly state that we have not only met this objective but continue to exceed it. We are proud to celebrate a decade dedicated to perfecting the art of investing. As a specialist in multi-asset investment portfolios, we have spent the past ten years refining our skills, to design and deliver exceptional multi-asset investment solutions that are fine-tuned for consistent performance.

We offer a range of risk-managed multi-asset and multi-index portfolio funds and managed model portfolios each with a clear mandate to deliver against a proven asset allocation, based on a set risk profile.

Find out what makes us unique

WS Verbatim Portfolio Growth Funds

WS Verbatim Portfolio 5 Income Fund

WS Verbatim Multi-Index Funds

Managed Model Portfolios


Price and value: what you pay versus what you get

Growing fears about rapidly inflating bubbles in certain parts of investment markets have led to renewed focus on one of the oldest – and most fundamentally misunderstood – relationships in finance, between price and value.

Is passive investing killing ESG?

When it comes to investing there are currently two big trends: ESG and low cost. Passive ESG investing is relatively cheap and efficient. What could possibly be wrong with a fund that ticks both the low cost and the ESG boxes? 

WS Verbatim Multi- Index Funds Quarter One Review

President Biden’s Covid-19 stimulus package was approved by Congress and will pour an eye popping $1.9 trillion into the US economy. 


  • 19 January 2021
    Verbatim Quarterly Report Q4 2020