Vertem Asset Management The flexibility to create an investment solution around the way you operate.

 

Vertem Asset Management is a boutique discretionary investment management firm specialising in providing a bespoke service and intelligent, flexible and appropriate investment strategies to financial advisers, introducers and their clients. We work with you and create investment solutions that will seamlessly integrate with the way you currently operate. Even our managed portfolio services can be built to the way you work and the systems/processes you use. They can be completely unique to your practice rather than being ‘off the shelf’ products where you have to work out how to use them.

Fresh approach to investment management.

Fully flexible investment management, tailored to your unique approach.

ABOUT US

Founded in 2010 Vertem Asset Management is a boutique discretionary investment management firm specialising in providing a bespoke service and intelligent, flexible and appropriate investment strategies to financial advisers, introducers and their clients.

We believe in a hybrid approach, delivering traditional levels of high quality service alongside a modern and dynamic investment process built to provide superior returns in today’s ever changing markets.

 

OUR INVESTMENT SERVICES

Whilst we can give examples of the types of service we have created for other introducers the reality is that there are no limitations on what we might be able to provide to you. We understand that every business has differing needs, differing demands and different ways of working.

Whether you are looking for an investment solution to satisfy your core proposition or just a specialist service to compliment your existing offering we are here to help. Our USP is the flexibility to create an investment solution around the way you operate, even our managed portfolio services can be built to the way you work and the systems/processes you use. They can be completely unique to your practice rather than being ‘off the shelf’ products where you have to work out how to use them.

We offer both personalised portfolios and managed portfolio services exclusively to the clients of professional intermediaries.

Inheritance Tax Portfolio Service

Inheritance Tax planning can be a very emotive subject. For those who have estates that will be in the Inheritance Tax paying band however, careful planning may be required not only to mitigate the tax on death but also to allow your clients potential access to their assets during their lifetime. Our Inheritance Tax Portfolios are built with your clients’ needs in mind. Download our Protecting Your Future Assets brochure and if you have any questions, do get in touch.

Download IHT brochure

WORKING TOGETHER, IN GENUINE PARTNERSHIP

We offer both personalised portfolios and managed portfolio services exclusively to the clients of professional intermediaries. Both are available via a variety of account types including General Accounts, ISAs, SIPPs, Offshore Bonds, Trusts, Charity Accounts, Corporate Pensions and Auto- Enrolment schemes. We can also look after clients who are subject to FATCA reporting requirements and help you provide a solution to clients that fall in to this bracket.

BESPOKE PORTFOLIOS

Each and every portfolio is genuinely unique from inception for any given client, rather than the ‘models dressed as bespoke’ approach that sadly dominates the market. Our proprietary asset allocation methodology generates individual allocations that vary based on the timing of original investment, not following a pre-set formula used for all and can be modified to reflect individual preferences. The investments selected then reflect the unique needs, biases and preferences of each client plus the timing of their investment, not necessarily buying the investments already held for existing clients.

RELATIONSHIP MANAGEMENT

Ours is a personal service. We are highly communicative and aim to look after wealth with intellectual rigour, quality service and attention to detail. Importantly, we have no in-house financial planning function, so there are no conflicts of interest with our adviser clients. We do not want to compete for the same clients and prefer to work with advisers as a trusted business partner. In our marketing, we openly encourage investors to use a financial adviser. Our background means that we understand the importance of client relationships to an adviser’s business and we always treat them with respect and care.


MEET THE VERTEM ASSET MANAGEMENT TEAM

John Dance

John Dance

Founder and Branch Principal

More about John

Fiona Ratcliffe

Fiona Ratcliffe

Investment Associate

More about Fiona

Dan Carter

Dan Carter

Heads of Trading/Dealing

More about Dan

Gary Stockdale

Gary Stockdale

Co-founder & Head of Research

More about Gary

Nathan Nicholson

Nathan Nicholson

Investment Associate

More about Nathan

James Flintoft, CFA

James Flintoft, CFA

Senior Investment Associate

More about James

Mark Nicholson

Mark Nicholson

Investment Associate

More about Mark

Katie Ellis

Katie Ellis

Project and Operations Manager

More about Katie

Jessica Dance

Jessica Dance

Investment Operations

More about Jessica

We only deal with professional intermediaries, we don't provide advice.

Vertem only deal with financial advisers – we don’t get involved with, and never will, in giving financial advice. Vertem was born out of a desire to provide a specialist service to professional intermediaries; with whom we work very closely and their clients. That doesn’t mean that we don’t know about and understand the various product and trust based solutions used by advisers. We know where our expertise lies as investment managers and it is the job of the adviser to give financial advice.

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WE’D LOVE TO HEAR FROM YOU

Our team are on hand to answer any questions you may have about our range of services and discretionary solutions.
Submit an email enquiry via the form below and we’ll respond to your message as soon as we can.