Skip to content

Organisation Description

Founded in 2010 Vertem Asset Management is a boutique discretionary investment management firm specialising in providing a bespoke service and intelligent, flexible and appropriate investment strategies to IFAs, introducers and their clients.

CPD Courses and Workshops Available

  • AIM IHT March Breakfast Workshops

    Workshop | Vertem Asset Management

    Vertem Asset Management

    The event will provide delegates with an understanding or a refresh of the advantages of AIM portfolios for the benefit of gaining Business Relief for Inheritance tax mitigation. The workshop will additionally provide attendees with information and guidance on identifying eligible clients; portfolio construction; investment research; liquidity and volatility all in relation to IHT.

Vertem Asset Management
The Gresham, 92 Osborne Road
Jesmond
Newcastle Upon Tyne
NE2 2TD

Sub sectors