Thurleigh Investment Managers ('Thurleigh') is an independent wealth management business based in London, which specialises in managing portfolios for both onshore and offshore private clients and charities.
We have approximately £300 million of assets under management and our team of portfolio managers looks after our client base of 90 families and five charities. We are the fund manager of choice for senior professionals in the financial services industry.
Thurleigh was founded in 2003 by David Rosier and Charles MacKinnon. David was Chairman of the private client and charities division of Mercury Asset Management and subsequently of Merrill Lynch Investment Managers from l988 to 2002, and Charles was an Executive Director of Goldman Sachs International from l985 to 2000. The company is named after Thurleigh Road, where David and Charles were neighbours prior to the Company’s founding.
Our clients' portfolios are managed for total return. The income required from the portfolio will help determine the investment strategy we follow for the client. We can incorporate ISAs into our clients' portfolios, and also manage personal pensions (SIPPs). These may be managed on a standalone basis or within a client's overall investment objectives.