Personal Investment Portfolio.

This service is for investments of at least £100,000. The structure of your Personal Investment Portfolio will be based on your investment needs and attitude to risk. Included within such a portfolio will be a wide range of asset classes, such as individual stocks, collective investments, cash deposits, gilts, bonds and hedge funds. If you have existing assets, such as personally owned stocks and shares, we can incorporate them into the portfolio.

The Thesis Personal Investment Portfolio also offers an ethical investment option for clients wishing for us to construct and manage portfolios based on your or your clients’ own preferences or beliefs. You have genuine choice in terms of how Thesis management fees are paid, including the option of a fully transparent, management fee-only solution.

You can download a Personal Investment Portfolio brochure in the Publications section.