Sanlam adds portfolio manager to Brighton office as it finalises Thesis integration
Lydia MacDonald has worked at rivals Charles Stanley and Brewin Dolphin
Thesis Asset Management
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Sanlam UK boss continues buying spree with Thesis deal
‘Move is clearly designed to help push Sanlam towards the big, established players’
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Thesis AM hires manager for ‘ambitious growth plans’
Asset manager looking to expand head office investment team
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Charles Stanley poaches from rivals with double hire
Charles Stanley has appointed Geoffrey Cooban and Kate Nathoo as investment managers to expand its regional network.
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Thesis jumps on decumulation bandwagon
Thesis Asset Management has become the latest discretionary investment manager to launch a decumulation portfolio, following in the footsteps of Parmenion and Copia, as advisers complain about a lack of products focused on income rather than accumulation.
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Thesis launches AIM portfolio for IHT planning
Thesis Asset Management has launched an Alternative Investment Market (AIM) portfolio service to help clients mitigate inheritance tax (IHT).
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Thesis takes over DFM as ‘expansive attitude’ takes hold
Thesis Asset Management has kicked off its growth plans with the acquisition of discretionary investment firm, Cambridge Fund Managers.
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Lloyds is now a buy – Thesis AM
Lloyds looks set for a bright future as a longer-term trend towards higher interest rates emerges, according to Thesis Asset Management analyst Ryan Paterson.
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Thesis AM launches UK equities model portfolio
Thesis Asset Management has launched a UK equities only model portfolio, initially available via the Fusion Wealth Platform.
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Standard Life adds Thesis to platform
Thesis Asset Managements model portfolio service has been added to the Standard Life wrap platform.
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Thesis boosts business development team
Thesis Asset Management is growing its business development team and has appointed Paul Hastings.
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What is causing growing trend towards outsourcing
The recent news that a number of major fund groups have found their lead times on fund sales have increased reflects the trend we are seeing towards more advisers using our discretionary fund management (DFMs) and model portfolio services. So why is this change happening?