Verso Investment Management (VIM), the discretionary fund management arm of the Verso Wealth Group, has appointed James Robertson as client director for its new investment service, Verso Private Client.
Robertson (pictured) has over 30 years of experience in private client portfolio management. He joins from Brown Shipley where he spent 25 years advising private clients on their investments and managing their portfolios on a bespoke basis.
Verso Private Client (VPC) is Verso’s new dedicated investment service, which was launched earlier this month for high-net-worth individuals who seek a bespoke approach to their investments, tailored to their personal mandate by a dedicated investment manager.
The VPC service combines the skills of Verso’s highly accomplished research team with James’ expertise in developing bespoke investment portfolios and personalised investment solutions that address clients’ specific financial goals.
His appointment is the latest in a series of additions to Verso’s investment team and investment range, all part of a focused strategy to broaden its investment offering to meet the evolving needs of its clients and advisors.
Jack Byerley joined a year ago to manage Verso’s Collective Portfolio Service, the cornerstone of Verso’s investment range, which celebrated its first anniversary in May with 13 of its 14 funds outperforming their Investment Association benchmarks.
Earlier this year, Tim Cockerill joined as Investment Strategy Director, with the remit to develop Verso’s investment proposition and to build a broader range of services that meet the diverse investment requirements and risk appetites of Verso’s clients and advisors.
Rory Smith, Verso’s Chief Investment Officer explained, “I am delighted to welcome James to Verso Investment Management. Over the last 18 months, we have worked with our advisors to evaluate our clients’ medium and long-term investment requirements. Where we have found gaps in our offering, we have hired the best talent to develop and enhance our investment range. James’ arrival is another proof point of this and he will be an invaluable addition to our team.”
Robertson said, “In an investment world which is rapidly commoditising, I am excited to be joining Verso and to have the remit to continue to deliver a highly personalised, bespoke service that clients value but which is rapidly disappearing from many wealth management firms. The demand for this tailored approach has never been greater, particularly among younger investors and other recent beneficiaries of intergenerational wealth, who appreciate the greater levels of support and advice when defining their investment goals.”
Alan Mathewson, Verso’s group chief executive added: “We are delighted to welcome James to Verso. His experience, knowledge and impressive track record make James a key addition to our investment team, as we build out our private client service”.
