News

25 Jan 2021
Thorntons Investments announces two acquisitions to support ambitious growth plans

Thorntons Investments announces two acquisitions to support ambitious growth plans

Thorntons Investments, the Dundee headquartered wealth manager, has acquired Matheson Financial Consulting and Sonas Wealth Management as part of its ambitious plans to develop and grow the business. The acquisitions add around £175m AUM to the £420m Thorntons Investments already manages on behalf of clients. As part of the agreement, both firms will retain their…

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8 Jan 2021
Urgent Notification – Potential Fraudulent Email Correspondence

Urgent Notification – Potential Fraudulent Email Correspondence

We have recently become aware of an attempted fraud being perpetrated against one of our clients. Fortunately, it was brought to our attention quickly and there was no impact to our client.   However, please be aware of any email correspondence coming from anyone claiming to be an employee of Thorntons Investments contacting you with an…

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26 Nov 2019
St Andrews Golf Museum – Breakfast Seminar – 25 February 2020

St Andrews Golf Museum – Breakfast Seminar – 25 February 2020

Thorntons Investments, in conjunction with our colleagues at Thorntons Law are pleased to offer an informal breakfast seminar focusing on practical considerations you can make to optimise your inheritance for the next generation of your family. Topics will include: Retirement and Inheritance Tax Planning IHT and AIM Investment Opportunities Legal considerations around Wills, Estate Planning…

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31 Oct 2019
Thorntons Investments bolsters Board with Rosengarten appointment

Thorntons Investments bolsters Board with Rosengarten appointment

Thorntons Investments has appointed Ed Rosengarten to the Board as a non-executive director with immediate effect. The appointment comes as Thorntons Investments seeks to strengthen its presence in London and the South of England as it further develops and grows its discretionary investment services proposition. Ed brings a wealth of knowledge and experience to the…

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30 Sep 2019
Pre Retirement Seminar

Pre Retirement Seminar

My retirement bucket list, have you given yours any thought yet? Visit St Petersburg in Russia Walk the Berlin Wall Attend the men’s tennis final at Wimbledon Attend the opera in Verona Wine Tasting in South Africa Visit the Grand Canyon Go shopping on Rodeo Drive Live in Italy for a few months Cocktails at…

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1 Aug 2019
Pre Retirement Seminars

Pre Retirement Seminars

I was chatting to a colleague recently about my forthcoming birthday, and suddenly it dawned on me that in eight years’ time, I will be able to access funds from my pension arrangements. My first thought was, ouch, how did that happen? I still feel 21 most of the time! Well the years pass quickly…

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2 Jul 2019
Pre-Retirement Seminars

Pre-Retirement Seminars

Thorntons Investments are delighted to announce that our Pre-Retirement Seminars are now available to book. Click here – https://www.eventbrite.co.uk/e/am-i-ready-to-retire-pre-retirement-seminar-tickets-64176371254. These informative seminars are free and are designed to help you explore whether you feel ready to retire, and also consider what this next stage of your life may look like. There will be a limited…

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