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.
Cofunds's former marketing director Verona Smith has joined Seven Investment Management (7IM) as head of platform.
ONE TO WATCH
Platform providers who are overcharging for propositions are finding the "the noose is tightening" around them, according to a new pricing guide.
7IM's Alex Scott has begun switching out of corporate debt in favour of Spanish and Italian bonds on a large proportion of the group's funds, ahead of any rise in government bond yields.
You may recall last August when, as a result of yet another credit rating agency announcing yesterday's news, we saw the markets and certainly the EuroStoxx 50 drop by over 20%.
The IMA is to begin charging non-members to list funds in its sectors in a move that could see some groups removing vehicles from the listings altogether.
Seven Investment Management (7IM ) has launched an unconstrained fund with a charging structure that is discounted when performance is down.
At the start of the year all the investment houses like to roll out their investment plans with such confidence and aplomb.
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...