2023-10 Vermeer Partners - Brochure

VERMEER PARTNERS
IT’S NOT JUST
WORDS
Vermeer Partners is a partnership of individuals
passionate about investing. We needed a place where,
through hard work and a love of what we do, we could
make the most of our experience.
Collectively, we wanted to continue to hone our
investment skills and approach, pass that onto our next
generation of investment managers, all with the goal
of achieving the best results for our clients now and for
their future.
BESPOKE PORTFOLIOS
We set up Vermeer Partners because we believed
investment solutions were becoming commoditised and
benchmark based.
We build bespoke investment strategies based on
research, our collective investment experience and a
passion for stock picking.
Individual investment managers have the flexibility and
discretion to tailor your portfolio to your requirements.
However, they do not operate in isolation, but inside
a core process that monitors their performance and
ensures that a consistent and high-quality service is
delivered.
This investment governance framework comes under
the supervision of our Chief Investment Officer and
Investment Committees.
OUR PHILOSOPHY
At the heart of our philosophy is a fundamental belief
that equities will deliver the most attractive, inflationadjusted
returns compared to other asset classes over
the long term. Moreover, we are passionate about
investing. We undertake research to identify the very
best companies around the world regardless of where
they are domiciled, rather than sticking only to the UK.
Our investment philosophy relies on diversification –
spreading risk across industries and regions – to offer
protection and growth to our clients’ portfolios. This is
particularly important in today’s unstable environment.
We recommend portfolios are invested on an
international basis to benefit from exposure to a range
of high quality, global companies.
Our investment managers have flexibility to design
a portfolio that will meet your specific needs. Sitting
behind that, is our investment process which provides
a robust governance framework incorporating risk
management, due diligence and regular peer review.
These checks and balances ensure your portfolio remains
in line with your investment objectives over time.
YOUR REQUIREMENTS
Our process is designed around what is important to
you. We ask our clients to share with us their personal
circumstances, their professional goals now and for the
future and together we discuss risk: how much you’re
comfortable with and what is appropriate for your
circumstances.
All these factors are combined to create an
investment strategy that meets your needs and
your aspirations. Of course financial priorities
and personal circumstances change over time.
We commit to our clients over the long term
and believe that regular communication
and review is a priority to enable us to
anticipate those changes and to adapt to
accommodate you.
We want you to make the most of us always
being available to listen and offer guidance,
and by actively managing your personal
portfolio we provide you with the comfort
of knowing you are our priority.
YOUR TEAM
We do not have client relationship
managers, your first point of contact is your
Investment Director. Only by developing a
personal relationship with you can we fully
understand your investment goals.
And we take personal service and attention to
detail even further. Each Investment Director is
supported by a team who have all worked together
for many years and you have direct access to every
person in your team. Whether you want to review your
portfolio, have a specific stock you want to discuss or
just need to reset your password, your entire team is at
your disposal.
We don’t want you to ever speak to someone you don’t
know, or who doesn’t know you.
THE ART OF
INVESTMENT
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