Why Thurleigh should be your investment manager of choice
Independent and owner managed
Thurleigh has chosen to operate as an independent partnership and, unlike many of our competitors, is not the poor relation of a large institutional business. We strongly believe that being structured as a partnership keeps us focused on offering the very best investment management service and allows us to focus on only the specific issues relevant to our clients.
No conflicts of interest
One of our founding principles was that the company would have no products of its own, thus completely avoiding any potential conflicts of interest. The team is free to pick the best funds for our clients' portfolios and is not pressured to buy the company’s own product.
Our interests are aligned with those of our clients
Thurleigh’s founding partners manage their own money alongside that of our clients. This means that every time the Investment Committee makes a decision to alter the asset allocation across our core strategies, these decisions are also implemented for their personal portfolios. Having our own money managed alongside our clients' provides a clear incentive to ensure that we keep costs low and achieve the best possible return for the amount of risk taken.
Transparent and clean fee structure
We believe that the best way to demonstrate our openness and integrity as investment managers is to offer a completely transparent and clean fee structure. Thurleigh’s only income, therefore, is from a fee based on assets under management. We take no commissions on turnover and we rebate any retrocessions and trails we receive for the funds we purchase back to the client.
Personalised client management
We strive to make sure that you will never feel like "one of many" and we invest time to build long-term relationships. We will first spend time with you and your advisors/trustees to fully understand your investment expectations and attitude to risk. As the relationship develops we will keep you informed by regular personal letters as well as by monthly portfolio summaries without inundating you with paperwork and lengthy reports. We also like to have regular meetings with our clients.
Thurleigh operates a team approach and all members of the investment team are involved in the investment process. This ensures that no matter who answers the phone, they will be familiar with your situation.