Bringing you live news and features since 2006 

Verbatim Discretionary attracts first 15 member firms

RELATED TOPICS​

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.

Latest News

Amundi’s ETF Market Flows Analysis for May finds that global ETF inflows were EUR105.1 billion with US-domiciled equity funds accounting..
MerQube has announced the appointment of Dave Mueller as Chief Financial Officer. Mueller brings 17 years experience operating in corporate..
Northern Trust Asset Management (NTAM), has announced that David Abner is joining as Head of Global ETFs and Funds...
Nvidia’s market cap surge to more than USD3 trillion making it the second most valuable company in the world almost..

Related Articles

CN Tower, Toronto
The winners were announced in the second ETF Express Canadian awards at the event held at The Quay in Toronto,...
Darren Johnson, Komainu
Custody specialist, Komainu, was launched in 2018 as a joint venture between Nomura, digital-asset investment manager, CoinShares and blockchain business,...
Stuart Chaussee
In January this year, global data and business intelligence platform, Statista reported that there are now more than 8000 ETFs...
Ethereum coin
Last week saw Australia launch spot bitcoin ETFs, with Matteo Greco, Research Analyst at Fineqia International, writing that Monochrome Asset...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by