Thesis Asset Management
Bespoke investment solutions
Thesis Asset Management provides discretionary investment management for individuals, charities and trustees. It was founded in 1974 and has offices in Chichester, Brighton, Guildford and Lymington. It seeks to develop relationships with professionals in financial advice, law, accountancy and tax to help them deliver investment solutions for their clients.
Thesis also offers discretionary portfolio management from £150,000 and ready-made solutions for investments of £10,000 upwards. This year, it launched a decumulation service with the aim of providing investors long-term income while mitigating near-term risks. Its private office team caters for clients with £5m or more to invest, and the company has roughly £15.1bn of funds invested (as at 31 December 2017).
Equities
Thesis Asset Management has launched a UK equity-only model portfolio that invests in direct securities rather than funds.
11 June 2015
•
Investment
The sudden market falls seen in the six weeks to mid-October took many by surprise. Here we identify ten equity funds in the Targeted Absolute Return sector which produced positive performance over the period.
29 October 2014
•
4 min read
Investment
Managers have said the low volatility seen in financial markets is not restricting their ability to boost yields by writing call options, despite lower strike prices.
15 July 2014
•
UK
Thesis Asset Management's head of model portfolio service (MPS) Edward Fane is set to leave for research company Morningstar in June.
12 May 2014
•
