We never forget that our clients place their trust in us to manage their investments.

We don’t just build an investment portfolio around your requirements and leave it at that.

We’re here to build long-term relationships with you, continually monitoring and researching investment markets and opportunities. This means we can swiftly and strategically react to changes in the market and your circumstances – and keep you informed every step of the way.

What’s more, you’re as hands-on as you want to be. Leave us to it, confident in our expertise and experience, or play a more active role in what happens with your money. Your personal investment manager is here to discuss your portfolio with you at any time.

Most Thesis Investment Managers have at least 20 years’ experience in investments and asset management, with support from expert researchers who provide the latest market information. So we can continually review your personalised portfolio and adapt it for optimum performance.

As well as comprehensive investment knowledge and experience, we also understand the role of other professional advisors, so we’re comfortable dealing with them wherever appropriate. After all, they may have referred you to Thesis, so establishing positive working relationships with them is important to us.

Setting up a portfolio with Thesis is a simple three-step process:

1. We meet and discuss with you the main purpose of your investment – capital growth, generating income, or a combination of the two.
2. We agree on the degree of risk you’re happy with when making investment decisions.
3. Based on this, we help you choose the best portfolio structure and start working towards your goals.

This is where some investment advisors can go quiet, leaving you in the dark about where your money is and what it’s achieving for you. Not with Thesis. While we’re happy for you to leave us to the daily management of your portfolio, we believe regular updates and reports are part of a successful investment package.

As a minimum, we’ll send you full details of your portfolio every six months, with comparisons to current industry-recognised benchmarks. Meanwhile, you can access your portfolio valuations online any time you like with a secure login, or speak to your investment manager directly whenever you need to.

A person-to-person approach

We believe that our personal service is one of the things that sets us apart.

At Thesis, we choose our staff as much for their personal skills as their expertise, knowledge and professionalism. It means you have an approachable team or individual dealing with your investments, whose job is to appreciate your circumstances, understand your needs, and earn your trust.

We have the depth and breadth of knowledge to ensure your investment performs to, or exceeds, your expectations – whatever your portfolio and risk preferences. And our appreciation of the legal, tax planning and financial planning professions means we know how key a joined up approach is to a successful partnership. Especially when we may be dealing with other professional advisers with whom you’ve already established trust and confidence.

Thesis is more than just an asset management team, and you’re more than just our client.

You’re an individual, with whom we expect to develop mutual understanding and respect as we help you achieve your financial goals. We’re here to listen to you, understand your requirements and make all aspects of your investment as simple, straightforward and successful as possible