thesis asset management

Thesis provides investment management services for private clients, charities, pension funds and trusts. We work directly for investors, and with professionals who refer their clients to us, such as financial advisers, accountants, lawyers and tax consultants. We also create bespoke investment solutions and model portfolios for financial advisers, and within the Thesis group we can create funds and offer fund custody and administration services through Thesis Unit Trust Management. We have been investing on behalf of clients for over 40 years and we pride ourselves on our ability to invest for the long term and to stay focused on our clients, regardless of occasional economic upheavals and short term market turbulence. We have identified seven levels of attitude to investment risk from a low/moderate tolerance to a relatively high tolerance. We apply our investment process to produce model portfolios that most closely represent the seven different attitudes to risk. We use these models as the basis for constructing portfolios on behalf of the vast majority of our clients. We are proactive on all assets under our management, regularly rebalancing the underlying holdings as appropriate, to ensure that investment portfolios remain aligned with clients objectives. We aim to be open and straightforward in our communications and to deliver excellent client service. We believe that investment can be made individual for clients, and be flexible enough to provide solutions such as centralised investment propositions for advisers.