Benefits for clients.
Thesis offers a highly personalised service. You will find that we are hands-on and approachable. We care passionately about what we do, and never forget whose money we are guardians of.
Our managers work on a fully informed basis, helping to research and select appropriate investment vehicles, and this ensures that your manager will always know your portfolio inside out.
Dedicated investment manager
Each of our clients has a dedicated Investment Manager who is involved in research and asset selection. This ensures personal and informed management of your investment portfolio.
An approach to suit you
Thesis offers two distinct approaches to investment management: the Personal Investment Portfolio and the Optima Investment Portfolio.
All of our portfolios benefit from the expertise and research of our dedicated Investment Managers. The Optima Investment Portfolio is more suitable for clients who do not require the in-depth reporting, personal engagement and ability to bespoke that is a key feature of our Personal Investment Portfolio.
Accountability
We provide you with transparent information on the performance of your portfolio against appropriate industry-recognised benchmarks. That means you will always know how well we are managing your assets.
Access
With six offices across the South-East and London, you will be able to come into one of our offices and talk to one of our team face-to-face. We pride ourselves on being accessible and friendly – we operate on a national level and interact on a local level.
Communication
We believe that communication is vital to developing trust and effective partnership. This is why we make sure that you are aware of what is happening at every stage. Any change to your portfolio is communicated and we complement this with clear, detailed six-monthly reports.
We will support you in any way required to ensure you receive the best joined-up advice to reach your personal financial objectives.
Heritage
Thesis grew out of a legal background, so you can rely on us to apply the highest standards of governance and integrity. We have more than 35 years experience in asset management.
Style
Our people are grounded in the real world – we are open, approachable and straightforward. We are always happy to work with other advisers as appropriate, recognising that we play just one part in a collaborative process of delivering against your financial and lifestyle aspirations.
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