Thurleigh Investment Managers LLP - Investment team: experienced and qualified

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About us
Thurleigh Investment Managers ('Thurleigh') is an independent wealth management business based in London, which specialises in investment management for private clients and charities.
Our Team
Thurleigh’s team of experienced and qualified investment professionals offer our clients a truly personal and responsive service
Investment approach
Thurleigh’s investment approach is based on the overriding importance of asset allocation. We believe strongly in the importance of process and discipline in making investment choices.
Why Thurleigh
- Why Thurleigh
Understand why Thurleigh should be your investment manager of choice.
Intermediaries
- Intermediaries
- Novia Platform
We are continuously seeking to develop new partnerships with like minded businesses and individuals in order to benefit our clients.
Our News
Explore Thurleigh’s latest news and thinking through our library of articles and interviews.
Charitable giving
- Charitable giving
As well as managing portfolios for charities, Thurleigh is also committed to supporting charitable causes.
Contact us

Investment Team

Caspar Helmore

Caspar HelmoreInvestment Analyst

Caspar is responsible for investment research and reports directly to the Portfolio Managers. Caspar joined Thurleigh in 2010.

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Chris Richards

Chris RichardsPortfolio Manager

Chris joined Thurleigh in 2011 as a Portfolio Manager. In addition to his day to day client responsibilities, Chris will focus on Thurleigh’s charities and the firm’s relationships with IFAs.

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Edward Allen

Edward AllenPortfolio Manager and Partner

Edward joined Thurleigh in 2003 and became a member of the partnership in 2008. Edward manages client accounts and is involved in fund research and risk modelling. He is frequently interviewed by journalists and has written a number of articles for industry publications. He has passed the IMC exam and gained his CFA Charter.

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James von Simson

James von SimsonPortfolio Manager

James joined Thurleigh in 2011 as a Portfolio Manager. In addition to his day to day client responsibilities, James will focus on Thurleigh’s offshore accounts.

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Luca Serino

Luca SerinoPortfolio Manager and Partner

Luca became part of the Investment team in 2006 and was subsequently made Partner in 2010. He looks after a number of client accounts alongside Charles MacKinnon and is reponsible for managing the investment process for the team. Luca has passed the CFA UK IMC exam and levels 1 and 2 of the CFA qualification.

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Nick Thompson

Nicholas ThompsonTrading and Operations

Nicholas joined Thurleigh in 2007 and works primarily on trading, trade settlement and client administration. Nicholas has passed the IMC exam.

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