Private Office.
Our Private Office service provides integrated legal and financial solutions for commercial organisations and private individuals. These services include:
Bespoke collective investment schemes
Thesis Unit Trust Management Limited, authorised and regulated by the Financial services Authority, manages investment structures in the form of Unit Trusts or OEICs for groups of investors or high net worth families.
Our offering is geared towards the concept of ‘open architecture’, with Thesis seen as an adviser sitting alongside the family. Acting together, Thesis and the family appoint and monitor the performance of each of the fund’s servants - investment advisers, custodian, depositary/Trustee, fund administrator or auditor.
Thesis is normally brought in to function in this capacity by solicitors, accountants and investment advisers who have existing relationships with the investing family.
Funds
Working with other professionals enables us to advise on the structuring and restructuring, establishment, promotion and administration of collective investment arrangements.
We also advise our investment and asset management clients on the legal issues that arise during the course of their business – including investment management, contracts, outsourcing and regulatory matters.
Financial services
Our Private Office advises on:
- all areas regulated by the Financial Services Authority including MiFID, and the application of FSA rules in all commercial transactions
- the supervision and regulation of investment firms, banks, industrial and provident societies, building societies, mortgage and general insurance
- structuring of new products
- financial promotion
- money laundering regulation
- the establishment of financial services business
- regulatory capital and outsourcing arrangements
- regulatory implications of activities in the UK for offshore clients.
If you would like to talk to Thesis about our Private Office service for high net worth clients, please contact: David Tyerman on 01243 753415
