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


A Driving Force

Momentum is the hardest factor to invest in successfully, but what if one particular stock appears to have a momentum that defies the general economics of the sector? In his latest article, Ronan Kearney our HC Verbatim Multi-Index Portfolio Investment Manager, considers the momentum of the automotive industry.

Market Outlook

By Jason Broomer, Verbatim Model Portfolio Manager

Recession risk remains heightened though the odds of one forming have dropped as the economic data shows signs of stabilising.

The three biggest threats facing investors in 2020

2019 was a year of astonishing contrasts. For financial markets, it was a ‘vintage’ year, with almost all investable assets generating returns above inflation. Meanwhile, in the real world, economic conditions worsened. The IMF forecasted global growth of just 3% – the lowest in a decade.


  • 15 November 2019
    Brexit, Bonds and a Global Recession?