Verso Private Client
Verso Private Client offers full bespoke modelling, a broader range of assets, and personalised portfolios.
Bespoke modelling
These are built around a universal framework which provides risk calibrated asset allocated models, enabling advisors to construct the ideal portfolio for their clients, whether they want low risk, high risk, or something that is balanced between these.
All portfolios start from the same inputs and are constructed around the same asset allocation and security research, providing a unified approach whatever the portfolios risk profile. This ensures that any changes are actioned across all portfolios, with the same care and attention for all clients at all times.
“Unlike others, we believe in maintaining face-to-face relationships, and remain committed to delivering direct to our clients as the best way to do business.”
James Robertson, Client Director.
Driven by passion
You can’t have investment management without conviction, and conviction is born out of passion and enthusiasm, which Verso has in its DNA.
Empowering advisors and clients
The Verso investment team is dedicated and hugely knowledgeable which combined with conviction can generate outstanding long-term performance across our range of portfolios, providing clients and their advisors with the investment returns they seek.
Streamlined investment
We keep it simple, effective and trouble free. We pick the best combinations of securities for each model and are long-term, forward-looking investors so we can add value with confidence.
