PlatformsJul 2 2015

Thesis concludes platforming push with Transact deal

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Thesis concludes platforming push with Transact deal

Thesis Asset Management has signed a deal to make its model portfolio service available on the Transact platform.

The MPS is already available for investment via Standard Life, Novia, Ascentric, Nucleus, Fusion and as of the middle of June, the Aviva platform.

The service is a seven-strong range of core investment portfolios managed by Steven Richards, which aim to meet a wide range of financial goals for clients.

They are invested in collectives and extend across the spectrum of risk profiles, ranging from low to moderate risk through to high risk and potential reward.

Lawrence Cook, director of marketing and business development at Thesis, told FTAdviser that the firm now has its funds on a good variety of adviser wraps and will probably stop actively looking for further platform partnerships.

Managed by Steven Richards, the Thesis MPS offers clients seven core investment portfolios. The models are invested in collectives across the spectrum of risk profiles, ranging from low/moderate risk through to high risk and potential reward.

Mr Cook commented: “This development reflects increasing demand within the adviser community for investment solutions to be available through a choice of distribution channels.”

peter.walker@ft.com