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Thesis Asset Management
Thesis Asset Management manages individual investment portfolios for its clients. It develops relationships with professionals in financial advice, law,...
Thesis Asset Management
Thesis Asset Management manages individual investment portfolios for its clients. It develops relationships with professionals in financial advice, law, accountancy and tax to help them deliver investment solutions for their clients. The firm also provides custody and trade execution services to UK investors and their advisors.
General information
Firm type
Generalist
Year founded
2017
Location
Region
Europe
Country
United Kingdom
City
Chichester
Corporate office
Chichester, United Kingdom
Principals
David Tyerman
Managing Director, Investment Manager
Matt Hoggarth
Director
Sue Hoggarth
Head of Private Office
Kelly Fox
Private Office Assistant Manager
Louis Smith
Private Office Assistant
Ben Wawman
Private Office Assistant
Frequently asked questions
What does the central investment office model mean for client portfolios?
Thesis separates portfolio construction from client relationship management. A central investment committee sets the asset allocation, fund selection, and tactical tilts across all client accounts. Individual advisers then map client goals onto that investment framework. This is designed to ensure every client benefits from the same institutional-grade investment process, rather than outcomes depending on which adviser they speak to.
Who makes the investment decisions at Thesis Asset Management?
A centralized investment office, led by the chief investment officer and an investment committee, is responsible for asset allocation, manager selection, and direct equity analysis for specialist mandates such as the AIM portfolio. Individual relationship managers and advisers implement these decisions within agreed client parameters. Investment team leadership is disclosed in the firm's regulatory filings and fund documentation.
What is the relationship between Thesis Asset Management and the Thesis multi-asset funds?
Thesis runs a range of risk-graded multi-asset funds that serve as building blocks for client portfolios. The firm also manages bespoke segregated portfolios, but its funds provide an accessible entry point for clients and are frequently used within the managed portfolio service. The same investment team manages both fund and bespoke mandates, ensuring consistency of house view.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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