Thesis Asset Management is developing a series of direct securities model portfolios for investors with a minimum investment amount of £25,000.
The asset manager is in the process of developing seven risk-rated portfolio options with an aim to have launched by the end of the year. Thesis AM director of marketing and business development Lawrence Cook said finished products will have the capacity to deliver an on-going cost reduction of between 10bps and 40bps compared with existing models. He said: "We are launching direct securities models because this delivers tangible benefits to clients and their advisers. In particular it will provide access to discretionary services to a wide range of clients and see on-going costs redu...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes