With more than £1.3 billion under management, over 30 years' experience and investment managers each with an average of more than 20 years’ investment experience, Thesis has a proven track record of helping high net worth individuals.
Its asset managers are involved in the entire investment process, from research through to asset allocation decisions and stock selection, as well as managing the client relationship.
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 were engaged to help rebrand the entire business – a project which developed into a far more wide-ranging remit…