5 overlooked areas of tax planning
Seven Investment Management (7IM) highlights five often overlooked ways that investors can make the most of tax efficient saving and investing in general.
7IM
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PEOPLE MOVES: St James’s Place, 7IM, Deutsche Bank
St James’s Place appoints senior adviser in Asia, 7IM sacks its chief investment officer and Deutsche Bank adds two wealth management teams for Asia push.
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Can value make a comeback in 2018?
Growth funds have walloped their value counterparts consistently for the last decade. But with the prospect of rising interest rates on the horizon and supportive global growth, can the investment style make a comeback in the new year?
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The quest for the holy grail of financial literacy
Seven Investment Management’s Justin Urquhart-Stewart is on a personal crusade to promote financial literacy. He sees parallels between financial professionals use of jargon and the perception in schools that maths is hard. He argues they fuel an unjustified mystique around aspects of financial planning, which is driving clients away. Here are his four bugbears:
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Seven IM plans Jersey office
Seven Investment Management (7IM) looks set to receive regulatory approval for an office in Jersey as part of a planned expansion into the offshore market.
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Preparing for a market correction – hedge or diversify?
The bulls and bears are out in force, divided over the prospect of a market correction in the near future, but is it wise to hedge equity exposure or is good old-fashioned diversification the way to go?
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ANALYSIS: How are today’s wealth managers using ETFs?
Wealth managers traditionally allocate meagre chunks of their portfolios to passive, but with assets in exchange-traded funds passing the $4trn (£3.2trn, €3.6trn) mark globally last month, that could be set to change.
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Curiosity not conviction drives election mood
Investors have been struggling to call any winners and losers ahead of the UK election due to its lack of a binary outcome.
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ANALYSIS: Is now the time to invest in active US equity funds?
After a wide swathe of active US equity funds outperformed the S&P 500 during Donald Trump’s first 100 days in office, is now the time for investors to re-think their assumptions on the active approach?
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Seven IM unveils new model portfolio service
Wealth manager Seven Investment Management (7IM) has launched a new managed investment service for advisers and added new features to its flagship discretionary managed portfolio.
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Fair Oaks unveils Ucits collateralised loan obligations fund
Fair Oaks Capital, a specialist in collateralised loan obligations (CLO), has launched a Luxembourg-domiciled Ucits sub-fund investing across US and European credit assets.
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Threadneedle multi-manager D-Day
It is D-day for Threadneedles multi-manager division as shareholders vote at an extraordinary general meeting on whether or not to allow it to merge its funds with Seven Investment Management.