working with advisers

We have the knowledge and expertise to get the best out of your investments. Talk to us today and we will get the right adviser to make the most out of your assets.

why we are different

We also welcome clients to speak directly to us about the investments we have made for them and the wider investment landscape.

Through this, our investors feel a greater sense of connection with their portfolios, and we ensure that our service achieves its utmost potential.

what we can do

Ours is a personal service: We believe in keeping clients informed and responding to any questions on their personal investments or the economic environment.

We want investors to feel connected to their investments. We aim to look after wealth with intellectual rigour, quality service and attention to detail.

investment philosophy

We believe there is room for a business like ours because some other discretionary fund management groups appear to have lost their way. Over-reliant on investment committees..

..and model portfolios, their ‘bespoke’ is not truly bespoke, their ‘independence’ an illusion. In practice, their structure condemns them to offer a limited range of asset classes in inflexible, over-priced portfolios.

welcome to vertem asset management

Vertem Asset Management is a bespoke discretionary investment management practice, offering intelligent, flexible and appropriate investment strategies for our broad range of clients.

We back our judgement, which is developed through rigorous research, to build high conviction portfolios based on each client’s individual risk parameters and bespoke specifications. The result is a no-surprises portfolio that reflects individual investment needs and is uniquely adaptive to different market environments.

Our service is as bespoke as our investment proposition. We believe that honest and open communication is the only way to ensure portfolios remain fit for purpose as clients’ needs change through their lifetime.

Our independence and size means that we are not hide-bound by the arcane models and clichés that beset some parts of the wealth management industry. We are free to devise the best solution at all times.