Verso Private Client

Verso Private Client offers full bespoke modelling, a broader range of assets and personalised portfolios.

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Bespoke modelling

These are built around a universal framework which provides risk calibrated asset allocated models, enabling advisers to find 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 directly to our clients as the best way to do business.”

James Robertson, Client Director.

Understanding your needs

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

How we work

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 advisers 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 advisers 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. 

“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
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