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Verbatim Discretionary attracts first 15 member firms


Verbatim Asset Management has seen the first 15 adviser firms sign-up to its discretionary fund management service, known as Verbatim Discretionary Service.

The first 15 firms signed up to the service as Verbatim Discretionary completed its national programme of master classes, at which representatives from over 200 adviser firms attended.

Neil Stevens (pictured), managing director of Verbatim Asset Management, says: “I am delighted to announce that we have seen our first 15 adviser firms join the Verbatim Discretionary Service. It is a unique RDR-ready investment solution that will help advisers continue to deliver the high quality service their clients expect, while being at the centre of their financial world.

“Advisers using Verbatim Discretionary will find they retain total control of the client relationship, have unprecedented transparency of costs and can be confident of the ongoing suitability as they control the portfolio mandate for their clients. Our handpicked team of discretionary managers will deliver quality portfolio management while ensuring the adviser is always central to the performance monitoring, reporting and client reviews.”

The Verbatim Discretionary Service brings together investment managers and the provision of “best of breed” supply chain capabilities. The system is arranged around the central relationship between financial adviser and client and offers a cost effective service with stringent suitability modelling. Furthermore, unlike any other DFM proposition in the market, the Verbatim Discretionary Service has no required minimum investment.

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