Why Thesis?

With more than £1.3 billion under management and over 30 years experience, Thesis has a proven track record. But it’s not just what we do that’s different – it’s how we do it.

By building investment portfolios around each client’s needs, the focus is on the individual. We don’t believe in off-the-shelf investment solutions.

Our Investment Managers have an average of more than 20 years investment experience each.

They are involved in our entire investment process, from research through to asset allocation decisions and stock selection, as well as managing the client relationship.

We continuously research a broad range of asset types, and implement a mix of these in our clients’ portfolios. These may include individual stocks, corporate bonds, gilts, cash and property.

This ensures that clients have a much more personalised portfolio than the collective funds which most general financial advisers are able to recommend under the terms of their regulatory permissions.

We are open, accountable and accessible. This approach enables us to work comfortably and build long-term relationships with clients’ other professional advisers.

A measure of contentment

Thesis clients are typically people who want to protect the value of the assets they already have and to assure themselves ongoing income, as opposed to people who speculate with capital or seek to make a living out of investing.

It's an important distinction to make, because one of our essential roles is to create investment solutions that are absolutely suited to you.

One of the universal truths of investment is that the greater the return one seeks, the greater the risk one must take. At Thesis we know that making a loss on a capital sum can cause a level of dissatisfaction for some clients that is not necessarily counter-balanced with satisfaction from the gains that are made over the longer term.

We offer a range of solutions to balance out risk and reward according to your specific situation and aims. Our experience and research shows that the first priority is to protect and grow your assets in a controlled, managed way.