Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Thesis launches private client service for lawyers and advisers

Thesis launches private client service for lawyers and advisers

Thesis Asset Management is launching a service that seeks to bridge an underlying client’s relationship with their lawyer, financial planner and investment manager.

The service, which will be available for free for intermediaries, was built after Thesis spent the last 12 months talking to law firms about how they could help them to provide a less transactional relationship with clients. In light of this, Thesis has launched a service for lawyers to help them to provide a strategic financial plan for clients.

Lawrence Cook, director of business development at Thesis, said: ‘The lawyer is often asked by clients about big important issues such as estate planning, wills, gifting, and trusts. By helping the client to see how all of their financial picture works for them, the lawyer is in a position to offer more effective advice – and will probably end up doing more work for the client.’

The new service includes strategic financial planning, setting out scenarios, such as retirement or gifting, with an annual review that is managed by the lawyer and brings the financial planner back in when appropriate.

‘It means the financial planner becomes integral to the private client service of the lawyer – over time he can’t do it without him,’ he explained.

He also anticipated financial planners, who provide Thesis with the majority of new business, could see referrals as a result.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Where A-rated Pattullo is finding the best bond opportunities

Where A-rated Pattullo is finding the best bond opportunities

Henderson Global Investors head of retail fixed income explains how he is managing his fund against the surprise current monetary policy divergence.

1 Comment Play Taxicab Tenner: Allianz Global Investors' AA-rated Simon Gergel

Taxicab Tenner: Allianz Global Investors' AA-rated Simon Gergel

Our much anticpated new series is here! We hand a black cab driver a tenner and grill the manager of the 125-year Merchants trust until the meter runs out.    

Play Europe bulls, a retail boost and why a little inequality can be a good thing

Europe bulls, a retail boost and why a little inequality can be a good thing

This week’s Investment Pulse looks at whether investors should be bullish on Europe, the surprise rise in UK retail sales and if a little inequality is a good thing.

Your Business: Cover Star Club

Profile: meet the duo at the heart of Hargreave Hale's succession plan

Profile: meet the duo at the heart of Hargreave Hale's succession plan

For the first time in the company's history a non-Hargreave is now at the head of the north west broker and asset manager

Wealth Manager on Twitter