so through Thesis Unit Trust Management. Most recently he has managed the Bristol operation of Towry Wealth Management, specialising in advising private clients in association with lawyers. T., ian has over 25 years experience in the financial services and professional intermediary market specialising in business to business sales of product, wrap and asset management propositions. He previously worked as a successful business development manager for Winterthur, specialising in pension and retirement sales focusing on the South East. Thesis Optima Funds Guide, mEET THE thesis asset management team. WED love TO hear from YOU. UK Funds Under Management, total Retail and Institutional Funds Under Management for. Each portfolio is designed to meet one of our seven investment risk and return mandates, catering for a wide range of investor objectives. Data is uploaded approximately three months in arrears. Each Optima fund invests into a portfolio of diversified funds which have a particular focus. .
Steve has a history developing strong partnerships with professional intermediaries facilitating business planning and investment process. Return to options page, company, total Funds Under Management Value, rank. Operating primarily in the south central and south west regions, when he is in the office, Ian can be found in either Lymington or Chichester.
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Paul is a sales professional with extensive experience of account and sales team management. To find out how we can support your proposition and help you provide one fish two fish writing paper the right investment services for your clients, please call. In his career he has held senior sales management roles with Schroders, National Mutual and Skandia. Any past performance data contained on this website is no indication of future performance and nothing on this website should be interpreted to state or imply otherwise. His time with Standard Life has enabled him to experience business development, primarily with professional intermediaries. Investment Association, home, fund statistics, monthly company rankings, attention is drawn to the treatment of funds of funds, which differs in the Group FUM ranking reports from other reports, except for the ISA Group report.
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