Company description

​​​​​​Thesis has been established for over 40 years, based in Chichester, West Sussex, where our Head Office remains today. The business has three further offices in Guildford, Brighton and Lymington. Our reputation has built rapidly throughout the years as we have continued to help our clients achieve their financial objectives, offering them the highest standards of personal service.

Many clients today are introduced to us through referrals from Financial Advisers, Accountants and Lawyers, and we welcome the opportunity to work in partnership with other professional firms.

As of end August 2018, we have approximately £15.1 billion under management on behalf of clients.

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Services available

• Deculumation Income Model Portfolio
• Bespoke design of model portfolios (TRACS)
• Model portfolios via wrap provider
• Discretionary personal portfolio management  
• AIM Portfolio Service
• Ethical Portfolio Sevice
• Estate and probate valuation
• Offshore nominee (Guernsey)
• Asset allocation services
• ACD services
• Private Unit Trust design and implementation
• CGT portfolio management
• Execution only and custody services
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