Individual and family investments
Seven Investment Management (7IM) is a London-based investment management business founded in 2001 by Justin Urquhart Stewart and Tom Sheridan. The company helps individuals, their families and advisers manage capital to meet their financial needs. Its team of more than 200 looks after £12bn of clients' money in discretionary services, self-invest services and multi-asset funds across a range of risk profiles.
7IM continues to expand, with the recent acquisition of TCAM Asset Management hoping to create a firm with £13.6bn AUM.
7IM is convinced the upward correlation between gold, equities and fixed income has got to come to an end. How it ends and how to manage portfolios when it does is just one of themes discussed by the group's directors Justin Urquhart Stewart and Tom Sheridan....
There are many ways a discretionary fund manager (DFM) can integrate a platform into their service proposition. Maria Merricks looks at the options
Many moons ago, I mentioned in this column my leisurely lunch one fine summer's day with Mr Ed Moisson from Lipper, during which we discussed the costs involved with fund management.
7IM has launched a passively-managed range of Oeics that will reflect the asset allocation of its mul...