Evelyn Partners sells fund solutions business to Thesis
As part of wider strategic shift to refocus Evelyn Partners on its wealth management business
Thesis Asset Management
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Sanlam adds portfolio manager to Brighton office as it finalises Thesis integration
Lydia MacDonald has worked at rivals Charles Stanley and Brewin Dolphin
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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.