Twitter icon Email alerts icon Latest News RSS icon Magazine icon Stay connected:

View the article online at

Thesis launches private client service for lawyers and advisers

by Elsa Buchanan on Oct 24, 2013 at 12:48

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 here or register here to comment. It is free to register and only takes a minute or two.

News sponsored by:

Long time coming: is the recovery here to stay?

Ian McVeigh and Steve Davies, managers of Jupiter's UK Growth fund, talk about their predictions for the UK equity space. Click here to watch a series of sponsored interviews with Jupiter's fund managers on the UK equity market.

Today's top headlines

More about this:


On the road

Click here to find out more from the Audience Development team.

Sorry, this link is not
quite ready yet