Thesis model portfolio services added to 7IM platform
Thesis Asset Management is pleased to announce that in response to adviser demand its collectives and securities model portfolios are now available on 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 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. They offer advisers a rigorous and diversified investment approach for their clients, with the aim of maximising returns while limiting volatility and investment risk.
The Thesis collectives model portfolio is also available for investment 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.
Director of Marketing and Business Development Lawrence Cook commented:
“We are really pleased to be able to offer our model portfolios on the 7IM platform. Thesis is committed to providing investors and advisers with as much choice as possible when accessing our portfolios. The inclusion of our models on 7IM is testament to our desire to provide the support that advisers need to best service their clients, and we will build on this distribution capability to make our proposition even stronger in future.”