Looking after your wealth for the long term

Welcome to

Revera ASSET MANAGEMENT

Established in 2003, we are an Edinburgh-based investment boutique, dedicated to UK equity investments. Our funds are used by family offices, discretionary and advisory wealth managers, and institutional investors to get focused exposure to investment opportunities across the whole of the UK equity market.

As an independent business, we focus all our energies on getting the right outcome for our clients.

Our Promise

Many companies claim to have customer interests at the heart of what they do. Few have it etched into their very fabric like Revera Asset Management

Investment Style

Revera is a fundamental investor, that uses bottom-up analytical skills to identify businesses where the long term value of future cash flows is not fully recognised

Corporate Strategy

Our strategy is to build a sustainably profitable business over the long term where customers, employees & shareholders are equally happy with the returns they receive from it

Read our latest thoughts on the issues affecting your investment

Over-inflated

April marked our first in-person “Wise Men” meeting since the start of the pandemic. For the uninitiated,

Here We Go (again)

We are approaching the end of another calendar quarter of life passing in a fashion that still

For Auld Lang Syne

As we approach the peak of the festive period, there will only be very few among us

Welcome to Revera Asset Management

You must accept our terms and conditions before proceeding:

Legal Disclaimer

Please read the information on this page before proceeding. It contains the legal and regulatory restrictions which may apply to our investment products and services, and any communication that we may have with anyone viewing this site.

Access to information

The information on this website is intended only for those who are considered, or would reasonably be considered, professional clients or eligible counterparties as defined by the Markets in Financial Instruments Directive (MiFID), and are ordinarily resident in the United Kingdom. Any person who is unsure of their likely client classification must seek independent financial advice before acting on any information contained in this website. Persons resident in countries other than the UK should consult their professional advisers as to whether they require any governmental or other consents in order to enable them to invest in any product or service described in this website.

The information contained herein does not constitute an offer of, or an invitation to apply for, securities in any jurisdiction where such an offer is unlawful or in which the person making such an offer is not qualified to do so or to whom it is unlawful to make such an offer or solicitation.

Use of information

Revera Asset Management Limited (“Revera”) has taken every care to ensure accuracy of the information contained on the website at the time of publication. Revera will not, however, warrant the accuracy of the information unless specifically received in writing from a Director of the Company. Revera will not be held liable for damages caused to any user of the information on this website, and nor can Revera ensure that the website is free from computer viruses.

General Information

Revera Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority, firm reference number 230779.

The following policies and disclosures are available to clients and potential clients. Best execution policy; Conflicts of Interest Policy; Pillar III Capital disclosures. To see a copy of these policies of disclosures, please contact the Company Secretary.

Risk Warnings

The value of an investment in any of Revera’s products or services may go down as well as up. The investor may not get back the capital originally invested.

The underlying portfolios in Revera’s products or services are likely to be more concentrated than other investment funds and there for may be more risky that more diversified portfolios.

There can be no guarantee that the investment objectives of any of Revera’s products or services will be met.

There will be times when the investment performance of Revera’s products or services will be unlike that of any stock market index which may or may not be advantageous to investors.

Reliefs from taxation applicable to Open Ended Investment Companies, Unit Trusts and directly held unlisted equities qualifying for Business Property Relief may change at any time.

Past performance is not necessarily a guide to future performance.