Tim Cockerill joins Verso Investment Management

Tim Cockerill

London, 8 February 2024: Verso Investment Management (VIM), the discretionary fund management arm of the Verso Wealth Group, is delighted to announce the appointment of Tim Cockerill as Investment Strategy Director.

Known to many across the wealth management industry, Tim’s expertise covers all aspects of investment management – fund research, asset allocation and portfolio construction –gained from a career spanning 35 years. Tim joins from Rowan Dartington where as Investment Director he built and managed the CPS service and established the firm’s first ESG portfolio. He headed up fund research and subsequently embedded ESG into all aspects of the investment process. During his 12 years there, he extended the ESG fund range, building the funds under management, and constructed a series of Asian multi-currency discretionary portfolios for SJP Asia. Prior to Rowan Dartington, Tim led the fund research teams at Ashcourt Rowan plc and Chartwell Investment Management, and before this, worked for a number of leading DFM’s where he also managed portfolios.

As an accomplished investment management specialist with a strong background in portfolio construction and management, Tim’s remit at Verso will be wide ranging, supporting the development of the investment business at a time of growth and expansion. A member of Verso’s investment committee, Tim will work with Rory Smith, Verso’s Chief Investment Officer and Andrew Fay, Director & Co-Founder, to develop the strategy and design of Verso’s investment proposition and to build a range of products that meet the evolving needs of Verso’s clients and advisors.

Rory Smith, Verso’s Chief Investment Officer explained, “We are delighted to welcome Tim to Verso. His wealth of knowledge and impressive track record make Tim a key addition to our investment team. Given the breadth and depth of Tim’s experience, his insights will be invaluable across many aspects of our business so he will be collaborating on multiple initiatives to help us achieve our strategic goals.”

Alan Mathewson, Verso’ Group Chief Executive added, “Tim’s arrival is a major statement of our ambition – in addition to his skill as an investment manager, he has a deep understanding of the critical synergy that needs to exist between investment managers and financial advisors to ensure that the investment solutions we develop, meet the needs of our clients.”

Tim Cockerill, Investment Strategy Director, said, “I am excited to be joining Verso Investment Management at this point in its strategic journey. It offers exactly the type of opportunity that motivates me. There are ambitious targets to meet but the team is ready to capitalise on the numerous growth opportunities available to it. I am delighted to be involved  in something that I can make a real contribution to.”

For further information, please contact Katherine Ritchie on 020 83476183 or 07941 040021

Notes for editors

Verso Investment Management provides its clients – private clients, trusts and pension funds – with a range of collective and discretionary investment management services, including bespoke strategies and portfolios. Based in London with a team of circa 20 investment and operations professionals, it has assets under management in excess of £450 million, as at Q4 2023.

versoim.com

Verso Investment Management is part of the Verso Group, a national financial advice and investment group. Using its proven and award-winning platform, Verso blends the expertise of its client advisors with digital technology to provide high-quality and cost-effective services to its customers. The firm operates from six locations across the UK and provides advice on assets exceeding £1.8 billion, as at Q4 2023.

versowealthgroup.com

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