Investment Advisory

Become an investment Advisor

We work with firms and individuals that are looking to advise on either a Thornbridge fund (see Fund Management) or a third party fund. Advisers are either Thornbridge appointed representatives (see Appointed Representative Services) or regulated firms. We provide you with an appropriate level of oversight and the outsourced compliance.

Teaming up with Thornbridge offers you both support and autonomy. We have the expertise and resources to assist with all fund types which leaves you free to focus on the advice.

Strategic Advantages of Outsourced Investment Advisory Services

Our investment advisory services are adaptable, enabling Appointed Representatives or existing regulated clients to provide compliant services. We help businesses of all sizes broaden their access to new markets and expand their service provisions.

With extensive experience delivering pragmatic, cost-effective compliance and regulatory solutions, supporting clients in scaling their regulated activities and providing access to our international connections, funds and partners, our clients benefit from:

• The ability to offer compliant advice against Thornbridge or third-party funds 
• Competitive opportunities to market investment funds and services under their own branding
• Our secure client portal with end-to-end compliance infrastructure and resources
• Robust compliance monitoring and oversight of fund management activities and transactions
• Straightforward, direct liaison with our uniquely experienced team

They have the assurance of transparent assistance and bespoke fund management, with access to proprietary and third-party leading-edge technological solutions to streamline their operations and regulated activities.

Why Choose Thornbridge as Your Investment Advisory Partner?

Becoming an Appointed Representative or Investment Advisor through Thornbridge provides growing, ambitious, and dynamic professionals and businesses with the opportunity to work with a leading team of specialists. We offer swift routes to market and access to expertise, infrastructure, and resources at a competitive cost.

We recognise the unique profile, focus and business structure of each client, and are familiar with collaborating with businesses in numerous jurisdictions. Thornbridge offers assistance from reliable professionals and partners with proven track records, unparalleled connections and an approachable, candid manner that ensures you receive direct assistance as and when required.