CF
Cathy Fleming
Client Data And Transfers Team Leader at Thesis Asset Management
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Work Experience
Client Data And Transfers Team Leader
Apr 2022 - Present · 2 years and 8 months
Marketing Team
Oct 2020 - Apr 2022 · 1 years and 6 months
Business Development Specialist
Apr 2017 - Oct 2020 · 3 years and 6 months
Company Details
51-200 Employees
Thesis provides investment management services for private clients, charities, pension funds and trusts. We work directly for private investors, and with professionals who refer their clients to us, such as financial advisers, accountants, lawyers and tax consultants. We also create bespoke investment solutions and model portfolios for financial advisers, and within the Thesis Group we can create funds and offer fund custody and administration services through Thesis Unit Trust Management. Thesis have been investing on behalf of clients for over 40 years and we pride ourselves on our ability to invest for the long term and to stay focused on our clients needs, regardless of occasional economic upheavals and short term market turbulence.
Year Founded
1974
Social Media
LinkedinTwitter
Industry
Investment Management, Capital and financial investment consultants, Financial and insurance services, Business Services, Independent financial advisers
HQ Location
Exchange Building St John's Street Chichester, West Sussex PO19 1UP, GB
Keywords
Discretionary Portfolio ManagementBespoke Investment managementAsset AllocationEthical Investmentunit trust creation and ACD servicesfamily office servicesfunds of fundsISAs & JISAsNISAsSIPPs
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