“The selection of Thesis as our discretionary fund manager of choice has helped us to increase our general funds under management as clients have readily bought into the hands-on and human approach of Thesis. All of the clients we have placed with Thesis remain intact and happy in the knowledge that they receive a very personal service and a bespoke portfolio. It is very rare in discretionary management circles to be able to deal directly with fund managers who are freely available to talk to clients and who operate a very transparent way of working. We remain entirely confident of Thesis’s ability to manage client relationships and provide a ‘safe pair of hands’ investment approach welcomed by our own clients.”
Philip Warren, Director, Pallant Independent

“We refer clients to Thesis on the basis of our experience of their excellent fund management, ethical screening and administration. This relationship has had an extremely positive effect on us as a firm, knowing that there is an ongoing supervision of our clients’ affairs – which we can trust. The same is true for our clients – they get to relax on the basis that their affairs are being handled in an adept, professional and appropriate fashion.”
Robin Currie, Director, Barchester Green Investment