Financial Advisers News

13 Nov 2018
Recent Market Movements

Recent Market Movements

The sharp fall in stock markets around the world last month has led to it being dubbed ‘Red October’.  To paraphrase Mark Twain, ‘October is a particularly dangerous month to speculate in stocks’ (he then also goes on to name the other 11 months!).  Some stock markets, particularly in emerging countries, had already been falling…

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12 Nov 2018
Thorntons Investments named ‘One To Watch’ at the Growth Investors 2018 Awards

Thorntons Investments named ‘One To Watch’ at the Growth Investors 2018 Awards

Thorntons Investments named ‘One To Watch’ at the Growth Investors 2018 Awards. Thorntons Investments celebrated success at the Growth Investors 2018 Awards at the Royal Lancaster in London. We were commended by the judges as ‘One To Watch’ in the category Best BR Investment Manager – AIM. The Best BR Investment Manager award recognises providers…

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12 Nov 2018
Thorntons Investments named ‘Best AIM Portfolio Service’ runner-up at the Growth Investors 2018 Awards

Thorntons Investments named ‘Best AIM Portfolio Service’ runner-up at the Growth Investors 2018 Awards

Thorntons Investments named ‘Best AIM Portfolio Service’ runner-up at the Growth Investors 2018 Awards. Thorntons Investments celebrated success at the Growth Investors 2018 Awards at the Royal Lancaster in London. We were named runner-up in the highly coveted award for Best AIM Portfolio Service. The Best AIM Portfolio Service was a debut category at this…

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8 Nov 2018
Thorntons Investments named ‘Best AIM Portfolio Service’ runner-up at the Growth Investors 2018 Awards

Thorntons Investments named ‘Best AIM Portfolio Service’ runner-up at the Growth Investors 2018 Awards

Thorntons Investments were celebrating a double success at the Growth Investors 2018 Awards at the Royal Lancaster in London last night. We were named runner-up in the highly coveted award for ‘Best AIM Portfolio Service’ and were also commended by the judges as ‘One To Watch’ in the category of ‘Best BR Investment Manager –…

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26 Oct 2018
Thorntons Investments a finalist at the 2018/19 Tax Efficiency Awards

Thorntons Investments a finalist at the 2018/19 Tax Efficiency Awards

We are delighted to be named as a finalist at the Investment Week 2018/19 Tax Efficiency Awards. Our AIM IHT Portfolio Service has been shortlisted for Best AIM IHT Portfolio Service – DFM provider. These awards are designed to recognise the most successful and forward-thinking providers in the area of tax efficient investments, including Business…

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14 Sep 2018

Thorntons Investments shortlisted at the Growth Investors 2018 Awards

We are delighted to be named as a finalist at the Growth Investors 2018 Awards. Our AIM IHT Portfolio Service has been shortlisted for two awards: Best AIM Portfolio Service Best BR Investment Manager – AIM These prestigious awards celebrate the UK’s investment provider community in championing tax-advantaged investments, spotting growth potential and backing outstanding…

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14 Sep 2018

Thorntons Investments AIM IHT and MPS model portfolio services now available on Ascentric

Discretionary investment manager Thorntons Investments has announced that its AIM Inheritance Tax Portfolio Service and Managed Portfolio Service (MPS) are now available on the Ascentric Platform. Thorntons Investments has been managing AIM portfolios since 2006, and their AIM IHT Portfolio Service, which first became available as a model portfolio on the Standard Life Wrap in…

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31 May 2018
Managed Portfolio Service now available on Zurich platform

Managed Portfolio Service now available on Zurich platform

We’re pleased to announce that our Managed Portfolio Service (MPS) is now available on the Zurich Intermediary Platform.   Launched in 2014, and now approaching £100m, the five risk-targeted investment models – Cautious, Steady, Moderate, Progressive and Adventurous – are also available on Standard Life, Nucleus and Novia adviser platforms.   Matt Strachan, our Chief Investment Officer,…

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6 Oct 2017
Growing up with AIM

Growing up with AIM

What is AIM? An important part of our service to private clients is to reduce any potential Inheritance Tax (IHT) liability. Adding shares that qualify for Business Property Relief (BPR), quoted on the AIM (Alternative Investment Market) to existing discretionary portfolios is a valued part of our service. There is no definitive list of AIM…

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