Discretionary Portfolio Service

We understand your financial journey is unique and we're here to tailor an investment experience that resonates with your individual aspirations.

Contact us

At Verso, we understand that your financial journey is unique, and we’re here to tailor an investment experience that resonates with your individual aspirations.

Tailored Portfolios for Your Unique Needs

Your financial goals are as distinctive as you are, and we recognise that. Our Discretionary Portfolio Service begins by listening to your expectations and understanding your current and future needs. With this insight, we design and construct tailored investment portfolios exclusively for you. What sets us apart is our ability to make investment decisions swiftly, ensuring that your portfolio is aligned with your objectives at all times.

Global Investments Crafted by Seasoned Experts

At the heart of our approach is the dedication to providing you with the best. Our experienced experts, thoroughly versed in their respective fields, conduct in-depth research on global investments. We actively manage your funds, making well-researched decisions promptly. We analyse markets continuously, leveraging our network of trusted industry partners to stay ahead of the curve.

Your Personal Investment Manager, Your Constant Companion

Our commitment to personal service goes beyond virtual interactions. With Verso, you have a Dedicated Investment Manager available at all times. Regular face-to-face meetings ensure that you receive the attention you deserve. Our team, boasting extensive experience, has successfully navigated portfolios through diverse market conditions.

Our commitment to personal service goes beyond virtual interactions. With Verso, you have a Dedicated Investment Manager available at all times. Regular face-to-face meetings ensure that you receive the attention you deserve. Our team, boasting extensive experience, has successfully navigated portfolios through diverse market conditions.

Understanding your needs

Goals are important, but we believe you cannot get to 'there' without understanding where 'here' is first.

How we work

Empowering You with Control and Transparency

You're in control of your financial destiny with Verso. Feel free to change your investment strategy at any time – no strings attached. We believe in complete transparency, offering our investment portfolios at an all-inclusive price with no hidden charges or fees.

Safety, Security, and Superior Outcomes

Trust is the foundation of our client relationships. Your safety and security are our top priorities, and we tirelessly strive to deliver superior financial outcomes.

Communication as the Bedrock

Communication is everything to us. Stay informed and in control with 24/7 access to our online portal. Regular market and portfolio updates are at your fingertips, but we're also just a call away.

Adapting to a Changing World

In a world of constant change, we stand firm. Verso invests in high-quality assets capable of withstanding turbulence and capitalizing on future trends. We look beyond the noise, ensuring your portfolio is prepared for the challenges and opportunities of tomorrow.

Download our brochure

Learn more about the discretionary portfolio service and how portfolios are constructed.

Understand:

Your Personalised investment journey begins

Your dedicated Investment Manager takes the helm, overseeing every facet of your relationship and investments. Monitor your portfolio’s performance effortlessly through our secure client portal and app, receiving regular updates. Questions about your portfolio? We’re here, anytime. Your Investment Manager ensures your strategy aligns with your evolving situation, goals, and risk appetite, ready to adapt whenever life takes a turn.

Define:

Crafting your unique financial blueprint

Unlock the door to your financial aspirations by understanding your goals and risk tolerance. In in-depth discussions about your financial situation and goal timelines, we gain a precise understanding of your objectives. This knowledge becomes the foundation for designing a tailored portfolio that perfectly aligns with your investment needs.

Design:

Precision in every detail

Armed with the insights gathered, we craft an investment strategy to deliver to your unique objectives. Considering your existing investments, our research tools, and risk software, we present you with a tailored investment proposal. This document not only outlines the strategy but also provides transparency on costs and charges, ensuring you have a clear picture of your investment journey.

Implement:

Bringing your plan to life

Once your strategy is agreed upon, we swiftly set the wheels in motion. Through vigilant monitoring and adjustments, we ensure your portfolio consistently reflects your investment vision. Leveraging sophisticated research and risk management tools, we ensure you never miss out on opportunities and are shielded from unnecessary risks, providing you with a robust and dynamic investment plan.

Review:

Your journey, your investment manager, in partnership

Continuing our commitment to your financial success, your dedicated Investment Manager maintains a watchful eye on every aspect of your relationship and investments. Check your portfolio’s performance via our secure client portal and app, and stay informed with regular updates. Have questions? We’re just a call away. Regular strategy reviews guarantee that your investment plan remains finely tuned to your situation, goals, and risk appetite. As life evolves, so does your investment strategy – adapting seamlessly to your changing needs.

“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 management services

Our investment team has over 100 years of combined experience
About us
One size seldom fits all in the financial world
How we work together
With an ever-changing landscape, the need for well-through-out investment strategy has never been greater
Our latest insights
Take the first step today
Contact us