Verbatim goes from strength to strength

15 February 2018

Since our launch in 2010, Verbatim Asset Management has had one simple philosophy; to deliver in line with client expectations. Our objective is simple; to provide investment solutions that are run to proven risk-managed mandates.

Last year, we had our best year to date at Verbatim and we wanted to share with you some of our successes, which in turn should provide you and your clients with yet more reassurances:

  • 2017 was our best year of growth since inception, with more and more advisers now recommending our solutions to meet their clients’ needs
  • £140m was invested into Verbatim investment solutions last year, contributing to a total assets under management of £580m as at the end of 2017
  • Our solutions retained Lipper Leader 4 or 5 rating for consistent returns and we received an RSMR fund range and Defaqto ratings in 2017

Building on a great year, we have strengthened our support at Verbatim, expanding further our highly experienced sales team, who are on hand to support you with your investment strategy.

A little more about Verbatim

At Verbatim Asset Management, our philosophy is simple – to provide solutions to meet client expectations within a given risk mandate. We do this through a series of risk managed multi asset investment solutions, each one having a clear mandate to deliver against proven asset allocation, based on a client’s risk profile.

Verbatim offer a range of active and passive portfolio funds, managed model portfolios and a unique discretionary management service. All of which are overseen by our Independent Investment Committee, who provide governance, oversight and monitoring for all of our solutions.

Want to know more?

If you’d like to know more about Verbatim, please get in touch on 0808 1240007.