Collective Portfolio Service

Using our deep industry knowledge and relationships, we can recommend a wealth building strategy that aligns with the investor you want to be.

Strength in numbers

Our Collective Portfolio Service comprises a number of strategies that aim to deliver against specific objectives, with a range of risk characteristics to match your risk and return objectives.

Working with us gives you access to a range of solutions that can be tailored to your goals. Whether you prefer an actively managed or passive portfolio, our experts will find an approach that fits.

We have investment solutions with clear investment objectives to cater for most investors, and we are laser-focused on delivering against them. And with scale, we can access lower rates that drive down costs.

Understanding your needs

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

How we work

A proven approach

With us, you benefit from years of combined experience in managing collective strategies.

Steering you to sucess

With the investment team focused on managing the investment strategies, your advisor will recommend the right solution for you.

Sustainability-conscious

Investing responsibly matters to us, and our active portfolios are created with this in mind.

Reports

How “time travelling” as part of your financial plan could help you secure your goals

Green Shoots

Monetary Policy At A Crossroads

Running out of money tops retirement concerns, but financial planning could bring peace of mind

Higher-rate taxpayers: Beware of the 60% tax trap

More retirees may need to consider tax liability as State Pension nears the Personal Allowance

Fact sheets

Verso Investment 35% Equity Factsheet

Verso investment 35% Equity income Factsheet

verso Investment 50% baumy ractsneet

Verso Investment 50% Equity Income Factsheet

Verso Investment 60% Equity Factsheet

Verso Investment 35% Equity Factsheet

Verso investment 35% Equity income Factsheet

verso Investment 50% baumy ractsneet

Verso Investment 50% Equity Income Factsheet

Verso Investment 60% Equity Factsheet

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Demo

Our other investment management services

Discretionary portfolio service

At Verso, we understand that your financial journey is unique, and we're here to tailor an investment experience that resonates with your individual aspirations.

Multi-assett

Developed over a decade, our multi-asset investment strategies use a blend of assets, carefully monitored by our experts, to meet whatever investing goals you have.

Discretionary portfolio service

At Verso, we financial journey is unique, and we're nere to tailor an investment experience that resonates with your individual

Multi-assett

Developed over a decade, our multi-asset investment strategies use a blend of assets, carefully monitored by our experts, to meet whatever investing goals you have.

Discretionary portfolio service

At Verso, we financial journey is unique, and we're nere to tailor an investment experience that resonates with your individual

Multi-assett

Developed over a decade, our multi-asset investment strategies use a blend of assets, carefully monitored by our experts, to meet whatever investing goals you have.

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

Our latest insights

The Verso Group comprises of two regulated subsidiaries; Verso Wealth Management Limited – Registered in England & Wales No. 02625986, Authorised and Regulated by the Financial Conduct Authority – 153871. Verso Investment Management Limited Liability Partnership Registered in England & Wales No. OC351100, Authorised and Regulated by the Financial Conduct Authority – 517235.

Neither the Verso Group or its associated subsidiaries can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Policy before completing any enquiry form or before sending an email to us.

Collective Portfolio Service

Strength in numbers

Understanding your needs

A proven approach

Steering you to sucess

Sustainability-conscious

Reports

How “time travelling” as part of your financial plan could help you secure your goals

Green Shoots

Monetary Policy At A Crossroads

Running out of money tops retirement concerns, but financial planning could bring peace of mind

Higher-rate taxpayers: Beware of the 60% tax trap

More retirees may need to consider tax liability as State Pension nears the Personal Allowance

Fact sheets

Our other investment management services

Discretionary portfolio service

Multi-assett

Discretionary portfolio service

Multi-assett

Discretionary portfolio service

Multi-assett

Our investment team has over 100 years of combined experience

One size seldom fits all in the financial world

With an ever-changing landscape, the need for well-through-out investment strategy has never been greater

Take the first step today