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Thesis model portfolio service added to Transact platform


Thesis Asset Management’s model portfolio service is now available on the Transact platform. Managed by Steven Richards, the Thesis model portfolio service offers clients seven core investment portfolios.

The models, which aim to meet a wide range of financial needs and goals, are invested in collectives and extend across the spectrum of risk profiles, ranging from low/moderate risk through to high risk and potential reward. They offer advisers a rigorous and objective investment approach for their clients, with the aim of maximising returns while limiting volatility and investment risk.
The Thesis model portfolio service is already available for investment via Standard Life, Novia, Ascentric, Nucleus, Fusion and Aviva platforms.
Lawrence Cook (pictured), Director of Marketing and Business Development at Thesis, says: “We are delighted that our models are now available through Transact, which helps advisers deliver a rich portfolio management service to their clients. Our model portfolios offer a choice of seven risk/return mandates and thus enables advisers to meet the investment objectives of a wide range of clients. This development reflects increasing demand within the adviser community for investment solutions to be available through a choice of distribution channels.” 

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