Thesis has been working proactively with Financial Planners since 2005

Since this time we have developed close working relationships with financial planning firms of all sizes seeking to outsource investment management to Thesis for a number of reasons including;

• To outsource the compliance risk
• To provide a wider range of services to clients
• Recognition that they do not necessarily have the skills and resources to manage investments on an ongoing basis
• A need to ensure an enhanced level of due diligence and investment process, which cannot easily be resourced and replicated internally.
• To free-up time in order to focus on more business generating activities
• To generate new sources of ongoing revenue from their existing client bank

We can provide a close and personal private client service to your biggest clients as well working remotely behind the scenes providing model-based solutions to your smaller clients

Either way, we can deliver our investment solutions across a range of different tax wrappers and platforms

If you would welcome an exploratory discussion to see how we might help you, please contact Lawrence Cook (Director of Marketing and Business Development).