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.
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