Company Performance Metrics
- Daniel Mytnik: NED
Thesis is a private company, formed in 1974 by a law firm to offer asset management services to its clients.
The service has expanded for the past 40 years to include clients of other firms of accountants, financial planners and lawyers. The majority of their new clients are introduced to them from such professionals but in addition they also
attract direct business as well as a significant number of referrals from existing clients.
Thesis manages investments for many types of client, from individuals to charities, pension funds and trusts. They use a central investment process and their own research and analysis to support their Investment Managers. They pride themselves on their professional partnerships and high standards of client service.
They offer bespoke discretionary portfolio management from £150,000 and ready-made management solutions for investments from £10,000 upwards, as well as the creation and administration of collective investment vehicles for several million pounds and more.
With over 40 years experience, Thesis has a proven track record. But it’s not what they do that’s different; it’s how they do it.
In terms of proposition they believe all discretionary management providers offer broadly the same range of services and at a similar price to each other. At Thesis they seek to stand apart from the crowd by delivering their proposition with service excellence, regular communication and remaining approachable to their clients.
