Business segments

Fund Advisory

Please click here for more information about our Investment Fund Services.

Investment Advisory

We work with individuals and firms offering investment advice to retail investors, professional investors and companies. We supply guidance on categorising the client, introducing appropriate procedures and drawing up documentation.

Wealth Management

We work with teams looking to establish, brand and develop a new firm. We help build the entire wealth management process from on boarding clients through to managing portfolio risk.

Investment Platforms

We work with platforms that arrange investment into a broad and diverse spectrum of asset classes. We become involved in the early stages of development and assist with the design of the investor flow and the delivery of many elements within the customer journey.

Marketing & Distribution

We work with individuals and firms looking to market and distribute investment products globally. We assist with preparation and approval of marketing materials, publications, social media posts and websites. Firms can distribute into the European Economic Area using Thornbridge’s passporting rights.

Credit Broking / Insurance Distribution

We work with companies engaged in the distribution of insurance products and arranging credit.