Thesis specialises in developing partnerships with professionals in financial advice, law, accountancy and tax.
Thesis create bespoke solutions, centralised investment propositions and model portfolios to meet the needs of private clients, charities and trusts. We have significantly developed our research capability in recent years and centralised both the process itself and how it is implemented. As a medium sized firm, we are relatively nimble yet can also apply our investment process consistently, without the constraint of liquidity concerns. We blend a diverse range of underlying assets to create risk adjusted portfolios intended to meet a wide variety of investment objectives.
Professional investment partners.
With a long history of working in partnership.
Bespoke and model portfolios.
A central process, consistently applied.
Centralised investment propositions.
Active asset allocation.
Thesis Asset Management specialises in developing partnerships with professional investment partners. We create bespoke solutions and centralised investment propositions, including model portfolios, to help advisers meet their clients’ investment needs. Thesis group invests on behalf of private clients, charities, pension funds and trusts.
We have identified seven levels of attitude to investment risk from a low/moderate tolerance to a relatively high tolerance. We apply our investment process to produce model portfolios that most closely represent the seven different attitudes to risk. We use these models as the basis for constructing portfolios on behalf of the vast majority of our clients.
OUR INVESTMENT SERVICES
We apply our investment process to produce ‘model’ portfolios; that is, ones that most closely represent the seven different attitudes to risk that we have identified. We use these models as the basis for constructing portfolios on behalf of the vast majority of our clients
Bespoke portfolio service: Our bespoke portfolio service enables us to tailor your portfolio to your particular preferences, including an ethical investing option. Individual reporting and ongoing review meetings with a dedicated investment manager make this service a highly personal solution
Model portfolio service: These portfolios are ‘ready made’ solutions designed to match the output from the risk questionnaire we explore with our clients. Professional advisers may recommend these portfolios after they have established their suitability for their clients. The mix of underlying assets of our models will be broadly fixed at the outset, although it can be tilted to reflect changing economic conditions. This is a very cost effective way of diversifying capital across a blended portfolio of underlying assets and funds.
OUR RANGE OF INVESTMENT SOLUTIONS
BESPOKE PORTFOLIO SERVICE
Thesis bespoke portfolios are managed to suit the specific requirements of each client. The investment manager responsible for your client’s portfolio will select and blend underlying assets to match their investment objectives. Typically the manager will use one of our seven model mandates as a starting point and tailor the portfolio to accommodate each individual client requirement.
Clients can choose an ethical screen, or exclude certain industries or specific companies.
Bespoke portfolios can hold a wide variety of assets, including collective funds, ETFs, and individual stocks and shares. We ensure as far as possible that portfolios are diversified by asset class and region, increasing the chance that clients will hold some of the best performing assets in any given investment period, and reducing the likelihood of their portfolio being overweight in a region or asset class that falls out of favour.
MODEL PORTFOLIO SERVICE: COLLECTIVES
Thesis collectives models comprise a range of diversified, multi asset portfolios that can be recommended as standalone investments or as part of a core/satellite solution. Each portfolio is designed to meet one of our seven investment risk and return mandates, catering for a wide range of investor objectives.
These models invest into a variety of actively managed funds focused on specific asset classes. This gives clients investments that are diversified by region and asset class, increasing the chance that they will hold some of the best performing assets in any given investment period, and reducing the likelihood of their portfolio being overweight in a region or asset class that falls out of favour.
Investors can hold model portfolios in tax ‘wrappers’, such as ISAs and SIPPs, benefiting from their tax efficiency.
These models are available on Thesis Nominees Limited, Ascentric, Aviva, Fusion, Novia, Nucleus, Standard Life and Transact.
MODEL PORTFOLIO SERVICE: SECURITIES
Thesis securities models comprise a range of diversified, multi asset portfolios that can be recommended as standalone investments or as part of a core/satellite solution. Each portfolio is designed to meet one of our seven investment risk and return mandates, catering for a wide range of investor objectives.
These models invest directly into UK stocks and shares as well as into a variety of funds focused on other asset classes. The cost-saving impact of holding securities rather than collectives is most evident in the higher risk mandates, as they hold a greater proportion of equities. We therefore only offer securities models to match mandates 3 – 7.
These models are available on Thesis nominees Limited, Fusion, Standard Life
THESIS OPTIMA FUND RANGE
Our Optima funds are unit trusts, managed in line with three of our seven model portfolio mandates. The underlying holdings are identical to the collectives model portfolios’ holdings where practicable, and are designed for investors who would benefit from holding a single unit trust rather than the individual underlying funds. Each Optima fund invests into a portfolio of diversified funds which have a particular focus. Investing in different markets like this can help to reduce risk, as it means that the Optima funds are not disproportionately affected if a particular market area suffers a fall in value.
MEET THE THESIS ASSET MANAGEMENT TEAM
Director of Marketing and Business Development
m. 07899 802048
t. 01483 406123
Lawrence possesses a wealth of experience in distribution and business development. His time with Standard Life has enabled him to experience business development, primarily with professional intermediaries. Most recently he has managed the Bristol operation of Towry Wealth Management, specialising in advising private clients in association with lawyers.
Regional Director, South Central & South West
m. 07854 267766
t. 01243 753450
Ian has over 25 years’ experience in the financial services and professional intermediary market specialising in business to business sales of product, WRAP and asset management propositions. In his career he has held senior sales management roles with Schroders, National Mutual and Skandia. Operating primarily in the south central and south west regions, when he is in the office, Ian can be found in either Lymington or Chichester.
Regional Director, South West
m. 07920 557815
t. 01243 531234
Paul is a sales professional with extensive experience of account and sales team management. He joined the financial services profession in 1978 working with two major life offices and two mainstream fund management houses, before spending ten years with a discretionary manager. Paul has been charged with developing closer relationships with the many financial services professionals in the South West.
Regional Director, South East
m. 07817 829480
t. 01483 406116
Steve has a history developing strong partnerships with professional intermediaries facilitating business planning and investment process. He previously worked as a successful business development manager for Winterthur, specialising in pension and retirement sales focusing on the South East.
Fund creation, custody and administration
Advisers who wish to establish collective investment schemes, to meet the needs of a particular client segment or for clients such as family offices, can do so through Thesis Unit Trust Management. This part of the Thesis group creates and manages collective funds and provides custody and administration services for third parties. Advisers can benefit from consultation on appropriate fund structures and investment policies as well as the provision of governance and compliance from a highly experienced team.
Contact us to find out more
We can deliver investment services to meet your clients’ objectives through bespoke portfolio management, a range of risk rated models, and our Optima fund range. To find out how we can support your proposition and help you provide the right investment services for your clients, please call us on 01483 406 123.
WE’D LOVE TO HEAR FROM YOU
Our team are here to answer any questions you may have about our range of discretionary investment solutions.
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