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Thesis Asset Management
Thesis Asset Management is a asset manager based in Chichester, founded 2017; the Altss profile covers its classification, headquarters, registration, AUM...
Thesis Asset Management
Thesis Asset Management is a UK-based asset manager with approximately $3 billion in assets under management, primarily focused on European markets.
General information
Firm type
Generalist
Year founded
2017
Location
Region
Europe
Country
United Kingdom
City
Chichester
Corporate office
Chichester, United Kingdom
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.
How does the AIM inheritance tax portfolio service work?
The AIM portfolio invests in qualifying companies listed on the London Stock Exchange's Alternative Investment Market that qualify for Business Property Relief. After a two-year holding period, the shares can potentially be passed free of inheritance tax under current UK rules. Thesis manages the selection and ongoing monitoring of these holdings directly, making it a specialist discretionary book rather than a passive tracker.
Does Thesis manage assets for institutional investors or only private clients?
The firm's core client base consists of private individuals, trusts, and charities. Much of the flow arrives through independent financial advisers who use Thesis's managed portfolio service for their clients. Thesis does not typically compete for large institutional mandates such as local government pension schemes; the platform is purpose-built for intermediary-distributed private wealth.
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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