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Thurleigh Investment Managers is a wealth management business that specialises in investment management for private clients and charities. We have approximately £300 million of assets under management and we also sit on charity advisory boards and investment committees. Our team looks after Thurleigh's growing client base of onshore and offshore clients, family trusts, SIPPSs and charities. Thurleigh was founded in 2003 by David Rosier and Charles MacKinnon who have a deep understanding of the industry and they are surrounded by a young and highly qualified team of investment professionals.
Our overriding objective is to grow our clients' capital in real terms. Our aim is to produce positive returns on a consistent basis within clear risk parameters, which focus on the downside risk. Our investment process focuses on asset allocation and we invest in a global, diversified and actively managed portfolio of equity index funds, bonds, absolute return funds, commodities, private equity and property. Asset allocation and risk management lie at the core of Thurleigh's investment philosophy.
In order to open an account with Thurleigh for your client's SIPP with Suffolk Life, please contact our Account Opening Team on 01473 296905.