Verso Investment Management LLP

We are thrilled to share that Jack Byerley has been recognised in CityWires' prestigious 30 under 30 list! 🎉 His dedication, innovation, and hard work have truly paid off, marking a significant milestone in his career. Check out the full article to learn more about his inspiring journey and achievements. https://lnkd.in/e_aWRDZ2 #SuccessStory #30Under30 #CongratulationsJack #Inspiration #Achievement

Great to have the opportunity to discuss our CPS proposition as we continue to build out the service alongside our other offerings at Verso Investment Management LLP

🌟 Exciting News from Verso Wealth Management! 🌟 We are thrilled to announce the appointment of Carly Dunningham CFPᵀᴹ as the new Chair of the CISI Financial Planning Forum Committee. Join us in congratulating Carly on this well-deserved appointment where she will be applying her skills, experience and expertise! 🎉 Learn more about Carly’s vision and what this means for the future of financial planning. https://lnkd.in/e8X56Gi8 #CISI #FinancialPlanning #Leadership #CFP #WealthManagement #CareerInFinance #ProfessionalDevelopment

As summer draws to a close and autumn commences, it brings to an end an eventful third quarter for markets. Christmas is not too far away as our attention now turns to the final months of 2024, where in the UK all eyes will be on the first Labour Budget at the end of October and the US Presidential election in November, set against a backdrop of the ongoing conflicts in the Middle East and Ukraine. Read our Chief Investment Officer, Rory Smith, CFA, latest Window on the World here: https://lnkd.in/erX4PM4g #OneVerso #InvestmentManagement #Budget2024 #FinancialMarkets

CDC Wealth Management Ltd is now proud to be Verso Wealth Management, Sunderland. From September 30 2024, CDC Wealth Management has changed its name to Verso Wealth Management. For future updates please follow Verso Wealth Management

Last week, Clara Jackson and Kenny Beattie from VWM Glasgow had the privilege of supporting one of our key clients at their 40th anniversary celebrations. As a longstanding client, we are entrusted with managing their Group Personal Pension and providing ongoing advice and support to their Senior Management Team and employees.   The conference was a fantastic opportunity to connect with around 150 key employees from across the Group. We were there to answer queries related to their Group Personal Pension arrangement, including the amalgamation of old pensions, increasing contributions, and general pension awareness. It was a pleasure to support their dedicated staff and contribute to their financial well-being.   In addition to our presence, the event featured external providers covering additional employee benefits and IT support, making it a comprehensive resource for all attendees.   We are proud to be part of their journey and look forward to continuing our partnership for many more years to come. #oneverso #wealthmanagment #pension

The process of easing monetary policy has begun, but the pace of rate cutting across developed markets is likely to diverge. Watch our Chief Investment Officer, Rory Smith, CFA, latest video commentary here: https://lnkd.in/eHicRcBM #OneVerso #InvestmentManagement #MonetaryPolicy #InterestRates #FinancialMarkets

We're delighted to announce the appointment of Will Vaughan as Client Director. Will joins us from Brown Shipley, where as Client Adviser he created bespoke financial plans and investment solutions, within tax efficient wrappers, to meet clients’ goals and requirements. Will brings an impressive track record in managing high-net-worth portfolios that meet clients’ performance objectives and reunites with James Robertson, his portfolio management partner at Brown Shipley, who joined Verso earlier this year. Together, they will continue their successful collaboration running Verso’s new investment service, Verso Private Client. Will explains why VPC is an important part of Verso, "Not every client is happy with the ‘black box’ private client solutions that increasingly prevail. We believe that flexibility and a tailored approach are key to achieving the best performance so we are proactive, within our clients’ mandates, to respond to market movement and meet their investment goals.” Andrew Fay, our co-Founder and Director, is focused on bringing the best talent to continue VIM's growth. "Will’s experience and track record will be an invaluable part of the Verso Private Client service and I am delighted to welcome him to the team.” Welcome, Will!

Rory Smith, CFA, our Chief Investment Officer, shares his views on markets over the summer period. You can read his Window on the World here: https://lnkd.in/g6Y3cmf5 #onverso #carrytrade #interestrates #financialmarkets #

Verso Wealth Management: Ready for the Next Phase of Growth   Following his recent interview with WealthNet, Verso is delighted to share this coverage summarising our journey over the last year, led by our CEO, Alan Mathewson. Since joining, Alan has focused on uniting our acquisitions under one brand, ensuring seamless integration and delivering exceptional value to our clients.   Key Highlights: - As of Q2 2024, £2.1 billion AUM, with seven acquisitions completed. Completed a strategic programme focused on operational efficiency to reduce costs for clients. - Continued investment excellence: in our collective range, 13 of 14 funds outperform their benchmarks. - Expanding our private client business, with the target of £1bn in AUM.   With an ambitious goal of reaching £5 billion AUM, we're excited for what’s ahead. Stay tuned for more updates as we continue to grow.   #WealthManagement #PrivateClients #Investment #Growth  https://lnkd.in/evsCgxuR