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Four investment solutions to suit you

At Thesis, we like to keep the choice of core investment services simple but effective. It’s how we match your needs with the benefits of each investment option that makes all the difference.
However much you’re investing, whatever your risk profile or preferred level of involvement – even if you have preferences where we place your money – we’re here to find the investment that fits. And we can work any option to provide capital growth, income, or both.
Tax Wrappers
In many cases, our investment solutions can be held within ‘tax wrappers’ – structures that mitigate the impact of taxation on your assets or income, such as ISAs, SIPPs or Investment Bonds.
‘Tax wrappers’ are structures to place around your underlying investments and assets, providing tax breaks or benefits to your capital or the income generated by your investment. Because of these tax benefits, maximum investment limits are normally imposed on the amount that can be invested, and are subject to change.
Model PortfolioPersonal Investment PortfolioOptima Investment PortfolioPrivate Office