Our Story

Introducing Verbatim

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.

Something rather unique

Verbatim Asset Management is in a rather unique position. As part of The SimplyBiz Group, we are able to provide an additional layer of support and governance to our investment solutions that is unmatched by any other asset manager. We leverage the very best that The SimplyBiz Group has to o­ffer, tapping into the wealth of regulatory and investment expertise, to design and deliver investment solutions that not only fit seamlessly into your advice process but also provide you with peace of mind in the knowledge that your advice will remain suitable to meet your client’s performance expectations.

In addition, the Verbatim independent Investment Committee provide governance and oversight to the management of our investment solutions. Our Investment Committee meet regularly to perform fund manager and portfolio reviews to ensure that our investment solutions continue to adhere to their mandate therefore ensuring we continue to meet your and your clients’ expectations.

We are ideally positioned to provide investment solutions that are adviser centric and continue to meet your and your clients’ expectations. When you combine our performance track record with the support our solutions receive from both our Investment Committee and The SimplyBiz Group, we truly deliver a market leading proposition.