Thurleigh Investment Managers ('Thurleigh') is an independent wealth management business based in London, which specialises in investment management for private clients and charities. Thurleigh has circa £300 million of assets under management and our team of investment professionals look after our client base of 85 families and 5 charities. We are a fund manager of choice for investment professionals and more than 60% of our client base occupy senior positions in the financial services industry.
Thurleigh was founded in 2003 by David Rosier, who 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 MacKinnon, who was an Executive Director of Goldman Sachs International from l985 to 2000. Between them they have nearly 60 years of investment experience.
Our clients' portfolios are managed either for total return or for a specified level of income. 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.
Why Thurleigh?
We are independent and owner managed
We have no in house funds and no conflicts of interest
We target consistent positive risk adjusted returns
Our interests are aligned with those of our clients
We provide a bespoke and personal service
Specialties
Investment Management, Discretionary Managers
