Thesis model portfolios added to 7IM platform
10 July 2017
Thesis Asset Management collectives and securities model portfolios have been added to the Seven Investment Management (7IM) platform.
The Thesis Model Portfolio Service, managed by Steven Richards, is designed to provide investors with seven core investment options, aimed at meeting a wide range of clients’ financial goals.
The models are invested in open-ended investments and/or directly listed equities and extend across the spectrum of risk profiles, ranging from low to moderate risk through to high risk and potential reward.
The model portfolio is also available via platforms including Standard Life, Aviva, Novia, Nucleus, Fusion, Transact and Ascentric. The securities model portfolio is also available via Ascentric, Fusion, Standard Life and Transact.
Lawrence Cook, director of Marketing and Business Development at Thesis, said the portfolios offered a rigorous and diversified investment approach for their clients, with the aim of maximising returns while limiting volatility and investment risk.
ATEB Consulting’s Steve Bailey looks at how the FCA’s view of suitability and what that means in practice for...
Paraplanners who have been furloughed and are concerned that their company will not have a job for them should...
The Supreme Court has ruled that a pension transfer made in ill health should not be subject to inheritance...