Image:
"Clients come in all shapes and sizes, so matching them with the right investment solution and managing ongoing suitability can be a difficult and time consuming task" - Thesis's Lawrence Cook
Thesis Asset Management has launched an investment consultancy service to help financial advisers "create and manage the most appropriate investment solutions for their clients".
Thesis said the Thesis Research and Consultancy Service (TRACS) programme was designed to remove the administration, compliance and asset management burden from advisers. The asset manager also said...
To continue reading this article...
Join Professional Adviser
- 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.
- Tap into our community intelligence through our regular Pro Adviser poll.
- Be the first to hear about our events and awards programmes.
