Helping you build, protect and manage your wealth.

Welcome to Verso Investment Management

Wealth planning that starts with you.

At Verso, we are dedicated to providing exceptional wealth management services tailored to meet the unique needs of every client. We offer two levels of investment service – both are built on the same rigorous research and high standards, ensuring quality and reliability.

Flexible, tailored investment strategies to get you where you want to be

Collective Portfolio Service

Our standard service includes both passive and active investment solutions that are straightforward, risk-rated, and ready to go.

Discretionary Portfolio Service

For our high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, we offer a premium service with bespoke modeling, direct investments, increased activity, and personalised portfolios.

Verso Private Client

For those seeking full, bespoked portfolios.

Multi-Asset

Developed over a decade, our mulit-asset investment strategies use a blend of assets, carefully monitored by our experts, to meet whatever investing goals you have.

Specialist

For investors with a particular set of goals in mind, our specialist investment strategies represent the ideal building blocks for achieving a specific investment objective.

Our Team

Our investment team combines experience with youthful innovation, a priceless combination in a rapidly changing world. With over 100 years of combined industry experience, our highly qualified team is passionate about investment management, ensuring your portfolio is in expert hands.

Our Proposition

We manage a range of portfolios designed for private clients, built around a universal framework that provides risk-calibrated, asset-allocated models. This allows advisers to find the ideal portfolio for their clients, whether they prefer low risk, high risk, or a balanced approach. All portfolios are constructed with the same care and attention, ensuring consistency and reliability.

Research Excellence

We employ a core-satellite approach with direct equities, anchoring to key stocks while dynamically weighting satellite stocks where our research can add value. Our unique system for fund assessment provides unparalleled insight into sector performance, helping us identify consistent performers and emerging opportunities.

Our Conviction

At Verso, conviction is at the heart of our investment management. Our dedicated and knowledgeable team, driven by passion and enthusiasm, delivered outstanding long-term performance across our portfolios. We keep it simple, effective, and trouble-free, selecting the best securities combinations and maintaining a forward-looking investment strategy.

Not sure where to start?

Our advisers can help you find the best services to help you in your goal.

Contact us
“We never knew there could be such an in-depth assessment of our current situation and future needs. Best of all, we weren’t made to feel like our questions were silly; they were always answered professionally and with patience even when we needed to go over the same ground again.”
“We have been retired for 4yrs and with all your help by investing our money we could never have wished for a more comfortable lifestyle. You make us feel at ease, explain everything so we understand, and there is always someone on the end of the phone for advice if we need it.”
“I have been a client with this company for four years now, they are always at the end of a phone when needed and are very quick to sort out any problems. I am more than pleased with my pension investment and the team are looking at different ways to invest my money to improve the future growth.”
Our investment team has over 100 years of combined experience
About us
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With an ever-changing landscape, the need for a well-thought-out investment strategy has never been greater
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