7IM

Today, 7IM are attending #Elements2024 in sponsorship with NextGen Planners.   To gain insight into 7IM, come and chat to some of our experienced team in the Rum Warehouse at Stand 4.   You can also tune into Ben Kumar discussing the importance of adding something a little different to your investment portfolio, in his presentation, Alternatives: A dash makes a difference - 14:10 at the ‘Earth Stage’. Capital at risk.

7IM’s latest Investment Update is out! In a summer where sports and politics take the centre stage in the UK, our Investment Team shares its views on investments and markets drawing on the lessons that elite sportspeople can teach us.   Link in the comments.   Capital at risk.

It’s feel-good Friday, and we feel great about wrapping up Pride Month with incredible crafts sessions in our London and Edinburgh offices! During June, so many people gathered to celebrate diversity through charity initiatives, thought-provoking panel discussions, quizzes, and many other events. A huge thank you to those who take part in fostering inclusion and belonging at 7IM.

As the UK election approaches, market reactions have remained unusually subdued. With a clear timeline, predictable outcomes (if you believe the polling trackers), and non-radical party policies, the typical market jitters are notably absent. Diversified portfolios are well-insulated, with minimal risks or opportunities anticipated. Find out why this election cycle is so calm and why it’s unlikely to provide many fireworks. Read more: https://lnkd.in/e29CFfQz Capital at risk. 

As part of our #Pride2024 celebrations, this week, 7IM were delighted to welcome Emily Hamilton from Trans in the City, to participate in our panel discussion with colleagues. We covered everything from allyship, to the importance of inclusion and belonging, to changes in the industry. We were humbled to hear some of the stories both Emily and our panellists had to share about their experiences of being part of the LGBTQIA+ and being allies for the community. Thank you to our 7IM panellists Lourens Van Wyk, Antoinette Elgar and Jana Sivananthan, and Catriona Reed and for moderating the discussion. 🏳️🌈🏳️⚧️

This week, our Pride Network organised an amazing Charity Committee Bake Sale!   Needless to say, all the rainbow cupcakes, delicious cookies, and many other treats on sale were testament to the team’s outstanding baking abilities, as well as its commitment to fostering an environment of diversity, inclusion and belonging.   Together, we’re creating a workplace where everyone can be their true selves and celebrate their unique identities.

‘It’s really difficult to predict what is going to happen, but it’s very easy to prepare.’ - Pericles. In our latest episode of 7 Minutes on Markets, Ahmer Tirmizi and Sam Hannon dive into how we’re preparing our portfolios with a focus on interest rates and market rotation. Listen now: https://lnkd.in/gXhFYCrE Capital at risk.

Not all CRPs are created equal. In case you missed it, you can listen back to Chris Justham and Matthew Yeates in our recent webinar series, as they took a deep dive into what good looks like when it comes to managing good client outcomes in retirement, in light of the FCA’s recent retirement income advice review. Listen on demand now: https://okt.to/neM4ha Capital at risk.

To CRP or not to CRP? It’s not really a question, if you consider what the FCA’s thematic review of retirement income says. The repeatable, consistent, systematic processes in a CRP mean that advisers can provide better client outcomes, comply with consumer duty and build overall stronger relationships with clients. What more could you want? Tune into the second of our Retirement webinars as Chris Justham and Matthew Yeates discuss what good looks like, and how 7IM can help you, your business and your clients in their retirement. Register now: https://okt.to/ZHBWr4 Capital at risk.