Thornbridge runs a diverse range of investments strategies. Traditional equity and bond funds as well as frontier asset classes. We work with independent investment advisers and distribution firms – both directly regulated or as appointed representatives. We complement in-house expertise with that of external advisers – from the largest investment management firms to highly specialist boutiques. A structure that is lean and flexible – offering products and services with strong performance at lower costs.
Thornbridge acts as Investment Manager to funds domiciled in the UK, Ireland, Luxembourg, Grand Cayman and the Channel Islands. We provide portfolio management services to the following types of funds:
- UCITS funds
- Alternative Investment funds (hedge funds)
- Private Equity funds
- Venture Capital funds
- Segregated Managed accounts
Thornbridge also provides comprehensive solutions for discretionary wealth managers.
Thornbridge is an approved member of the National Futures Association (NFA) and is registered as a Commodity Pool Operator (CPO).
The Part IV application process to become a directly authorised firm can be costly and time consuming. A directly authorised firm would need to put up regulatory capital, have a regulatory business plan, have sufficient investment staff, appoint a compliance officer and a money laundering reporting officer and demonstrate adequate resources.
In summary the advantages of being an appointed representative are:
– Swift, efficient and cost effective set up
– Speed to market
– Provision of compliance manual, policies, procedures, governance and a monitoring plan
– Significantly lower ongoing compliance costs
– No regulatory capital requirements
– No requirement for fully audited accounts
This enables you to establish and brand a fund structure, market the fund and build up a track record. We also have relationships with the leading fund administrators and custodians and will assist in the process of making well informed decisions over service providers.