What We Do

Discretionary Fund Management

Placing your trust in our experience

Discretionary fund management makes up the majority of our business.  Each client has individual needs. This is why our service is tailored and our clients are offered a bespoke investment portfolio. Our philosophy rests on a simple principle of accountability and transparency: our clients are served directly by the people managing their assets. There are no client relationship managers in the middle, allowing for clear and transparent communication with those who are actually managing your portfolio day-to-day.

You give us the discretion to invest your money, within agreed parameters, having determined your objectives, attitude to risk and investment horizon. This allows your investment manager to invest your portfolio more efficiently under changing market circumstances without needing to seek confirmation for each transaction.

Communication is an essential part of building trust and successful relationships in wealth management. We understand that some clients want more information than others, and in addition to formal quarterly reports and valuations, your investment manager is available to you whenever you want to discuss your portfolio. This process is made easier by each investment manager having an established team that provides you with a single point of contact.

Terms & Conditions

The information and services described on this website are not intended to be used by, or to be available to, persons accessing the website from outside the United Kingdom.

The value of investments and the income derived from them may go down as well as up and you may not receive back all the money which you invest.

The investments and investment services described or recommended on this website may not be suitable for all people.

Any information relating to past performance of an investment or investment service is not a reliable indicator of future performance.

No tax advice is provided and clients will need to seek advice from their independent tax advisor.

Fluctuations in the rate of exchange may have an adverse effect on the value, price or income of non-sterling denominated investments.

Vermeer Investment Management Limited, its associates, employees and/or clients may own or have a position in securities referred to on this website or may have provided advice or investment services in relation to any such security.

The Website is for information purposes only. Information contained on it is not intended to be an offer to buy or sell securities and this website should not be regarded as an offer or solicitation to conduct investment business as defined in section 21 of the UK Financial Services and Markets Act 2000 (FSMA).

Nothing on this website is intended to exclude or restrict any duty or liability which Vermeer Investment Management Limited may have under the FSMA (or any subsequent amending or replacement legislation) or the rules and regulations for the conduct of business made thereunder.

For the purposes of FSMA this website has been approved by Vermeer Investment Management Limited, which is authorized & regulated by the Financial Conduct Authority.

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