Our business is based on trust, experience and the quality of service that we provide. We value the long term relationships we have with financial advisers and work with them to deliver long term real returns for their clients. Furthermore, we believe that we can benefit from the adviser’s insight and knowledge and use this to the benefit of the client to ensure their portfolio remains fit for purpose.
Whatever the size of the client, we continually search for new opportunities and provide the adviser and their client with regular updates. This personable and approachable relationship with investors is fundamental to our business practice as it helps form an important part of our process; getting to know them better through establishing their financial circumstances, tolerance of risk and return aspirations.
Vertem only manage portfolios on behalf of financial advisers and investment management is our core business. This enables us to focus solely on our adviser and their clients, without conflicts of interest.