Bringing you live news and features since 2006 

Ingenious and Thurleigh agree merger


Ingenious Asset Management and Thurleigh Investment Managers are to merge.

The deal has received FCA approval and is scheduled to complete on 30 April 2014.
In bringing together their businesses, IAM and Thurleigh will combine their investment teams, creating a specialist investment management firm. The combined business will manage GBP1.8bn in discretionary private client assets and platform based model portfolios.
Guy Bowles, founder and CEO of Ingenious Asset Management, says: “I have known David and Charles for a number of years and have always admired the business they have built. I am excited about the prospect of merging our firms and believe clients of both businesses will benefit from the knowledge and expertise that they and their team bring to us.”
David Rosier, co-founder and chairman of Thurleigh Investment Managers, says: “We are delighted to be joining forces with Ingenious Asset Management, which offers a strong cultural fit for our clients together with a stimulating working environment for our team. Most importantly, from our clients’ perspective this move offers continuity and the advantages of a deeper pool of investment expertise.”
Bowles will continue as CEO of Ingenious and Rosier will as chairman of Thurleigh. Charles MacKinnon, co-founder and CIO of Thurleigh, will become part of the merged firm’s portfolio steering group, which sets the investment strategy across the whole firm.     

Latest News

European ETFs raised USD47.8 billion in Q1, a 15 per cent increase compared to the same period in 2023, according..
LSEG Lipper’s March report finds that globally equity ETFs (+EUR113.2 billion) enjoyed the highest estimated net inflows for the month,..
Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by