Business partner experience.
At Thesis we aim to build strong, long-term business relationships. We maintain partnerships through open, transparent communications, through total commitment to the service we provide clients, and through a passion for our core business – that is delivering capital growth and income through proactive and informed management of our clients’ assets.
The first step in seeking a collaborative partnership with other professional firms is to understand your own business and the service you wish to provide to your clients. In any partnership it is also important that you feel clients are being referred to a trusted professional and a ‘safe pair of hands’. To help you gain this confidence, this is what you can expect from Thesis initially
This is what you can expect from Thesis initially:
- an initial meeting to present the Thesis proposition and to understand your business and the service you deliver to your clients
- where appropriate or requested one of our Investment Managers will present our investment process on how we construct and manage portfolios
- an invitation to meet the local Thesis team
- a draft introducer agreement will set out the terms and mechanics of our business relationship
- an optional presentation by Thesis to your staff introducing our proposition and how we can help your clients.
If we enter into a business relationship, we will provide:
- access to online portfolio valuations
- regular management information on referred clients
- quarterly reviews of our business relationship
- copies of all client communication such as 6-month reports
- sales and marketing support, such as seminars for clients, and coaching for staff in how to spot and make referrals
- regular investment forums to keep staff advised on markets
- business support materials and literature.
