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Office Spotlight: Thesis Asset Management, Lymington

Office Spotlight: Thesis Asset Management, Lymington

Date office opened: 1996

Number in team: 8

Clients: 550

Office assets under management: £250 million

Average portfolio size: £450k

Top three fund picks: 

Baillie Gifford Emerging Market Leading Companies

Oyster Continental Euro Select

Hg Capital Investment Trust

Q&A with Giles Marriage, office director, Thesis Asset Management, Lymington:

What is your typical client demographic?

Over 50s, retirees and their families, as well as Sipps, trusts and charities.

What differentiates your region?

Clients want local advice – for some even a trip to Bournemouth or Southampton is too far.

What challenges are facing your area?

More demand for retirement living spaces within local towns. More flats are being built, leading to increased pressure on
traffic and healthcare.

What’s a typical regional saying?

'I go slow for ponies.'

What’s the best thing about living in your area?

The Solent, the New Forest – all on your doorstep.

What is your office motto?

'The only way is Wessex.'

Bullish or bearish? 

Bullish on UK domestic stocks, financials, emerging markets and infrastructure; bearish on gilts and corporate bonds.

Asset allocation of a balanced portfolio:

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