Twitter icon Email alerts icon Latest News RSS icon Magazine icon Stay connected:

View the article online at

Ingenious AM and Thurleigh to merge

by Danielle Levy on Apr 03, 2014 at 09:29

Ingenious AM and Thurleigh to merge

Ingenious Asset Management and Thurleigh Investment Managers are to merge.

The deal has received FCA approval and is scheduled to complete at the end of April. Ingenious and Thurleigh will combine their investment teams and manage £1.8 billion in discretionary private client assets and platform- based model portfolios

Ingenious was established in 2003 and specialises in managing money on behalf of individuals, charities, families, trusts and pension funds. Ingenious, meanwhile, manages £1.5 billion of client assets, primarily in global multi-asset portfolios, and manages over £120 million on platforms

Also established in 2003, Thurleigh, run by Charles MacKinnon (pictured) manages £300 million assets on behalf of private investors, family offices and charities

1 comment so far. Why not have your say?


Apr 03, 2014 at 11:44

Looks more like a takeover of Thurleigh by Ingenious based on AuM. Another boutique presumably which faced up to regulatory intensity effecting it gaining more AuM traction. This trend is unlikely to be good for investors as choice is rapidly diminishing against a fee war backdrop ensuing with Nutmeg, Strawberry gaining ground in the ball park & platforms continuing to aggregate. It seems performance and service is playing second fiddle to price, platforms & compliance.

report this

leave a comment

Please sign in here or register here to comment. It is free to register and only takes a minute or two.

News sponsored by:

Sponsored Video: Bringing it all back home

As the UK coalition government strives to rebalance the national economy, so called 'reshoring' looks set to play an increasingly important role in economic recovery.

Today's top headlines

Investing for income in a changing environment

With talk on interest rates on the horizon, our latest roundtable debate covers income investing against a changing backdrop

More about this:


On the road

Click here to find out more from the Audience Development team.


How is regulation feeding the outsourcing trend?

on Jul 24, 2014 at 10:59

Sorry, this link is not
quite ready yet