7IM

Roadshow Roundup! It’s hard to believe it’s been a month since our Regional Roadshow finished up. Taking place across 10 UK locations, we were fortunate enough to be joined by 270+ financial professionals who helped us eat 540 breakfast rolls (approximately). Thanks to everyone who joined us on the road, including our partners for the series, Canada Life. It was fantastic to see such collaboration across the industry, with insightful sessions all steered towards a common purpose – how products, services and solutions can support our clients to reach their financial goals with a backdrop of regulatory change and technological advancements. While this event series has wrapped up, the insights and connections we’ve built will continue to grow. Stay tuned for what’s next—and if you couldn’t join us this time round, head over to our website or get in touch to hear more! #RegionalRoadshow

Big decisions, big impact—find out what the budget and U.S. election mean for your money today.   Tune in to LBC at 4pm today to hear Ben Kumar and Chris Justham tackle the big issues impacting your finances. From the implications of the latest budget decisions to insights on the U.S. election, they'll cover everything you need to know. Whether you’re seasoned in investing or just figuring out where to start, this is your chance to get expert advice on navigating today’s markets. Catch it live and have your questions answered on air! Listen live here. https://lnkd.in/dDrNc_4

The votes are in, the American people have spoken. And the result – no matter how controversial it might be for some - is much more clear cut than it could’ve been.   With Trump heading back to the White House, and potentially with Elon Musk by his side, what’s next? Well, for 7IM portfolios, not much, as Ben Kumar details in his latest musings, which you can read here. https://lnkd.in/eSGcnCU8 As with everything in life, it’s sometimes useful to get a bit of perspective, and – where possible – some fun. So, we invite you to join Ben and Chris Justham tomorrow, 7th November at 2.30pm, as they try and make sense of the US election, through the power of memes. Register here.  https://lnkd.in/ekz7A5Qw Capital at risk.

Happy Diwali and Saal Mubarak to all!    We’re thrilled to be celebrating the Festival of Lights here at 7IM alongside Partners Wealth Management, embracing the joy, light, and hope that Diwali brings. Over the past 5 days, our teams have come together to honor this special time, shining a light on unity, gratitude, and the power of new beginnings.   Special thanks to Toto James and Pamela Rughwani for sharing their personal experiences and knowledge of Diwali, enriching our celebrations with insights into its history and the significance behind each day.    Toto enjoys kicking off the festivities by bringing people together for an evening of light, warmth, and camaraderie, reminding us all of Diwali’s essence—celebrating the triumph of light over darkness.   Pamela enjoys lighting sparklers in both the front and back gardens after prayers, creating a joyful, entertaining experience that her two young kids especially look forward to!   Yesterday, Sunday 3rd November marked Bhai Dooj, the final day of Diwali celebrations. To end on a sweet note with our highlight of the Diwali menu: mithai! These traditional sweets signify the hope for a prosperous and sweet year ahead.   Wishing everyone a Diwali filled with light, happiness, and new opportunities. Here’s to embracing a brighter future together!

We’re delighted to announce that we have agreed to acquire Rockhold Asset Management Ltd, broadening and complementing our existing investment management capabilities. This latest acquisition forms part of our growth strategy and will take our assets under management to c£27 billion. To find out more about the acquisition and what this could mean for you and your clients, read our latest press release here: https://lnkd.in/ey-9EqN2 The acquisition is subject to FCA approval. Capital at risk. 

There’s a lot to say about the Budget, and not everyone will agree on what it means for individuals. But however you see it, financial advice has never been more important.   This is a great opportunity for the advice industry to shine and provide clients with the best outcomes.   In our latest article, we outline the changes made by government and what they could mean for financial advisers. Read it here: https://lnkd.in/eknqxVTA   Capital at risk.

After delivering the first incoming Labour Budget in 27 years, our investment expert Ben Kumar offers his insights on what the new measures mean for markets.   Spoiler alert: The impact of these measures might be smaller than you think.   Watch a video from Ben and read the full article here: https://lnkd.in/eeDNE5qc   Capital at risk.

In investing, conflict is often a worry: it disrupts markets, reduces access to them, hinders growth. But there’s potential to capitalise on structural opportunities in society to manage and mitigate conflict. Read Ben Kumar’s latest article to find out more: https://lnkd.in/e7vHgPrE Capital at risk. 

Numbers don’t lie. But in isolation, they could easily paint the wrong picture. That’s why for Ahmer Tirmizi, Head of Fixed Income Strategy, it’s important to add context to the high interest rate environment. For balanced investors, the past year has shown why moving to cash is a suboptimal investment. Read Ahmer’s full article here: https://lnkd.in/ezPK8FkZ Capital at risk.

Wake up to fresh ideas—insights are sizzling at breakfast!   We're bringing the roadshow to Belfast and Manchester this week! The teas and coffees will be flowing as we gear up for the final stretch of this amazing series.   Here’s a sneak peek of the topics we'll be covering:   7IM's future: We'll discuss our ongoing investment in leading platform capabilities, including a preview of upcoming technology.   Retirement outlook: We'll explore the evolving retirement landscape and how we’re positioned to help.   Tax planning: Canada Life will share insights on using bonds to future-proof income.   Investment insight: Ben Kumar, one of LBC's trader bros, will guide us through key investment topics.   We look forward to seeing those who have registered very soon, and for those who have yet to confirm, spaces are filling up fast so make sure you secure your spot today.     You can register now via the link below. https://lnkd.in/eXuUthxh   Capital at risk.