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      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 24 Feb 2021
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      Professional Adviser is once more issuing the call for adviser businesses from across the UK to showcase their knowledge, skills and commitment to client care by entering our 2021 Awards.

      • Date: 11 Mar 2021
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      Professional Adviser Multi-Asset Masterclass 2021

      Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

      • Date: 17 Mar 2021
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      The Sustainable Investment Festival will run online from 22-24 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
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Thesis Asset Management

Lawrence Cook: How optimal is your clients' retirement strategy?
  • DFM & Model Portfolios
Lawrence Cook: How optimal is your clients' retirement strategy?

Decumulation risks

  • 14 June 2019
Lawrence Cook: Developing your centralised investment proposition
  • DFM & Model Portfolios
Lawrence Cook: Developing your centralised investment proposition

PA360 2019 revisited

  • 24 May 2019
Sanlam UK buys Thesis AM in 'milestone' for wealth management business
  • Companies
Sanlam UK buys Thesis AM in 'milestone' for wealth management business

Thesis to move under Sanlam brand

  • 29 April 2019
Lawrence Cook: Beware decumulation's 'double whammy'
  • Investment
Lawrence Cook: Beware decumulation's 'double whammy'

Factor in volatility

  • 11 December 2018
Thesis Asset Management launches IFA consultancy service
  • Your profession
Thesis Asset Management launches IFA consultancy service

Thesis Research and Consultancy Service (TRACS)

  • 20 November 2018
Five questions advisers must ask about decumulation - Thesis AM
  • Managed solutions
Five questions advisers must ask about decumulation - Thesis AM

Lack of innovation for solutions

  • 16 August 2018
Five trends in the decumulation market
  • Investment
Five trends in the decumulation market

'Equities are not the enemy'

  • 13 July 2018
Thesis AM launches decumulation guide for advisers
  • Investment
Thesis AM launches decumulation guide for advisers

Risks and strategies

  • 27 June 2018
Thesis AM appoints investment manager amid growth plans
  • People
Thesis AM appoints investment manager amid growth plans

Set to continue acquisitions in 2018

  • 15 May 2018
Thesis AM to launch decumulation portfolio service
  • Investment
Thesis AM to launch decumulation portfolio service

0.75% management fee

  • 29 March 2018
Meet the Adviser Champions: Thesis AM's Lawrence Cook
  • People
Meet the Adviser Champions: Thesis AM's Lawrence Cook

Our video series continues

  • 08 March 2018
James Nield: The effects of sequencing risk on client pension pots
  • Retirement
James Nield: The effects of sequencing risk on client pension pots

Lexus, Land Rover or Lamborghini?

  • 26 February 2018
Five forces to help investors avoid struggling industries
  • Investment
Five forces to help investors avoid struggling industries

To enlighten strategic discussions

  • 12 January 2018
Steven Richards: Is there a cost to following the ETF herd?
  • ETFs
Steven Richards: Is there a cost to following the ETF herd?

Lack of price discrimination

  • 18 December 2017
Thesis AM on acquisition trail as it snaps up Cambridge Fund Managers
  • Investment
Thesis AM on acquisition trail as it snaps up Cambridge Fund Managers

Plans further DFM purchases

  • 01 November 2017
Lawrence Cook: Five factors for a successful adviser-DFM relationship
  • Adviser tips
Lawrence Cook: Five factors for a successful adviser-DFM relationship

Due diligence works both ways

  • 17 July 2017
Giles Marriage: Beyond funds - why stock screens are key in DFM selection
  • Managed solutions
Giles Marriage: Beyond funds - why stock screens are key in DFM selection

A sharper focus

  • 29 June 2017
Ryan Paterson: Using behavioural finance to take control of investments
  • Investment
Ryan Paterson: Using behavioural finance to take control of investments

Mitigating cognitive and emotional biases

  • 02 May 2017
Thesis replaces UK equity funds with stocks on Optima range
  • Managed solutions
Thesis replaces UK equity funds with stocks on Optima range

Reduction in OCF

  • 22 March 2017
Thesis's Kate Nathoo appointed president of CISI Southern branch
  • People
Thesis's Kate Nathoo appointed president of CISI Southern branch

Next branch event to be held on 16 November

  • 22 September 2016
Emphasising efficiency, not revenue, makes a business saleable
  • Your profession
Emphasising efficiency, not revenue, makes a business saleable

No buyer wants a cumbersome business

  • 22 September 2016
Thesis cuts back UK exposure in anticipation of 'referendum hangover'
  • Economics / Markets
Thesis cuts back UK exposure in anticipation of 'referendum hangover'

Lack of confidence in the asset class

  • 31 August 2016
New grass-root DFMs to stamp out due diligence problem, says Nucleus
  • Managed solutions
New grass-root DFMs to stamp out due diligence problem, says Nucleus

Due diligence on DFMs 'impossible'

  • 04 August 2016
Why financial advisers are better architects than builders
  • Managed solutions
Why financial advisers are better architects than builders

Lawrence Cook explains his logic

  • 11 May 2016
12

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