Vertem: very different stockbrokers

Vertem: very different stockbrokers

With Christmas just around the corner, January 2018 is looming on the horizon. One of our discretionary partners, Vertem Asset Management, is already preparing for change in the coming new year. In this article John Dance, CEO, talks us through a campaign Vertem will...
We are MiFID ready, but are clients?

We are MiFID ready, but are clients?

At the risk of teaching grannies to suck eggs, January 3rd 2018 sees the introduction of MiFID II to European Financial Markets and the implementation of the various new regulatory obligations it comes with. Major changes that the readers will be familiar with...
Vertem Asset Management: behind the elevator pitch

Vertem Asset Management: behind the elevator pitch

You might be surprised to learn that ‘Unique Selling Point’ (USP) remains one of the top 10 criteria used by advisers when comparing discretionary investment propositions via the DISCUS Compare tool. While each of our discretionary manager partners has a clearly...
Appointing a DFM: does size matter?

Appointing a DFM: does size matter?

As what may be considered a smaller sized discretionary manager (DFM), Vertem are often asked the question during an adviser’s due diligence process “does size matter?”. Those posing the question are often surprised by our response when we say “yes,...