Thurleigh Investment Managers

Thurleigh Investment Managers LLP
Limited Liability Partnership
Industry Investment management
Founded 2003
Headquarters London
Key people
 Charles MacKinnon
(Chief Investment Officer)
David Rosier
(Chairman)
Luca Serino
(Partner)
Edward Allen
(Partner
Richard Wright
(Partner
Tyron Edmonds
(Partner)
Website http://www.thurleigh.com

Thurleigh Investment Managers LLP is an investment management firm based in central London. Thurleigh began business in 2003, founded by Charles MacKinnon and David Rosier. Thurleigh currently employs sixteen staff in its London offices and has a portfolio of roughly £270 million.[1]

Thurleigh's clients are predominantly private clients and it specialises in wealth management.

History

Thurleigh was initially established as a joint venture with Dalton Strategic Partnership but became an independent partnership in July 2004. Since then the firm has grown significantly.[2]

In January 2012 the firm listed its portfolios on Novia to be available to Independent Financial Advisors.[3][4]

Operations

Thurleigh is dedicated to investment management and does not have its own funds. The firm’s clients include private investors, financial advisers, and charities. The firm has offices in Piccadilly, London and, as at 2 November 2012, it managed around £270 million of assets.[5]

The firm pursues a number of risk models within which it follows an asset allocation strategy.

Headquarters

The firm’s head office is 3rd Floor, Foxglove House, 166 Piccadilly, London, W1J 9EF.

Awards

2012

- Shortlisted for City of London Wealth Management Awards, Discretionary Manager of the Year
- Private Asset Management Magazine's Top 40 Under 40 Rising Stars in Private Wealth Management, awarded to Luca Serino (Portfolio manager and Partner)[6]

2011

- Runner-up for Spear's Wealth Management Survey's Boutique Asset Manager of the Year [7]
- Financial News's 40 Under 40: a new breed of asset managers, awarded to Luca Serino [8]
- Shortlisted for STEP Client Awards Investment Team of the Year [9]
- Recommended in Citywealth's 'Leader's List'

References

  1. ↑ CityWire firm bio
  2. ↑ eFinancialNews Interview
  3. ↑ FT Adviser News
  4. ↑ FundWeb News
  5. ↑ http://davidwong.co.uk/2012/01/15/2012-enter-the-dragon
  6. ↑ http://www.thewealthnet.com/page_printable.php?articleid=28789
  7. ↑ http://www.spearswms.com/wm-awards/14382/spears-awards-winners.thtml
  8. ↑ http://www.efinancialnews.com/story/2011-09-12/asset-management-rising-stars-2011
  9. ↑ http://www.step.org/news/news/2011/step_private_client_awards2011.aspx
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