Vertem is a highly experienced, Defaqto 5 star rated, independent Stockbroker based in Newcastle upon Tyne. Founded in 2010 by John Dance and Gary Stockdale, Vertem specialises in creating bespoke, flexible and suitable investment portfolios for professional clients, private individuals, charities and pension funds. Spotting a gap in the market, Vertem utilises a wide investment universe alongside a dynamic investment process to deliver portfolios suited to modern markets.
We hold over £300 million of client assets. Individual client portfolios include; ISAs, General Accounts, SIPPs and Offshore Bonds alongside tailored investment solutions for charity trustees. In addition, we manage institutional style collective mandates on behalf of third party financial advisers, built to their own specification.
Our single office, research dominated approach means we are flexible and can respond quickly to change when needed. We also like to think that we are genuinely different in the way we view the industry and operate. Our corporate personality is friendly and approachable whilst remaining professional. This is a result of the individual personalities of the team we have built and has been an important characteristic since day one.