Is there an investor playbook to navigate a post-pandemic world?
Covid-driven distortions continue to plague the market
7IM
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Caledonia looking to sell 7IM for £400m
After rejecting £300m unsolicited takeover bid by Brooks Macdonald
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7IM coughs up £4m to compensate for losses in dual fund wind-up
£33m 7IM Absolute Return Portfolio and £20m Income Portfolio had hefty exposure to defunct Guernsey bond fund
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7IM ups money market exposure in 19 funds days after FCA voices concerns
Liquidity issues mean MMFs could pose a systemic threat to the UK economy
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7IM quietly exits Jersey with sale to Smith & Williamson International
‘Extenuating circumstances’ behind decision to close the office just four years after it opened
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7IM hires from Brooks Macdonald for new chief risk officer role
His 20-year career has included stints at Smith & Williamson, Julius Baer International and Merrill Lynch
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£300m Brooks Macdonald bid for 7IM rebuffed
Three times what its controlling shareholder paid for it in 2015
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Caledonia reveals next CEO will not be member of the Cayzer family
£2.5bn investment trust owns 7IM in its unquoted portfolio
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7IM launches ESG calculator for advisers
‘Confusion around product types and areas such as impact vs return is still widespread’
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7IM brushes off Covid market woes as assets jump 24%
‘2020 was, without exaggeration, one of the most challenging years in economic, social and financial history’
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JH&P makes another 7IM hire for Edinburgh expansion
Move sees former Tcam employees George Martineau and Alex Montgomery reunited
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7IM head of financial planning among latest former Tcam employees to exit
7IM acquired Tcam in May 2018