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The 7IM Philosophy on Investing
Developing a business that we ourselves would be happy to be clients of.
02/11/2006
We were driven to develop a business that we ourselves would be happy to be clients of.  There are a number of themes that we believe...
We were driven to develop a business that we ourselves would be happy to be clients of. There are a number of themes that we believe produce a level of service beyond what exists in today’s market. Any one of them can simply be viewed as common sense, yet the combination of them in today’s market signifies a radical new departure.
So why do we feel this need so strongly? The recent world wide expansion in the financial services industry, including the development of many new service providers, and the increasing need for individuals to provide for their retirement has meant that:
  • Financial needs of individuals have become more complex
  • The array of potential investments has grown dramatically
  • The number of potential service providers has expanded further
  • The breadth of choice is almost bewildering when trying to pick good opportunities
  • Despite the impact of technology in data manipulations, investing is still as much an art as a science
  • Private clients don’t need to be excluded from quality financial information available to institutional investors
  • The differing needs of family members should be handled together
  • We aim to make sense of all this complexity for you
And just how do we deal with these issues to provide the service we feel is needed?
  • We aim to apply a common sense approach to asset management and help you define your investment priorities in terms of risk tolerance and your return needs 
  • We bring you the institutional tools of asset allocation to the individual in a personal manner, even though we use the latest technology delivery systems
  • We will act on your behalf and make the better institutional managers, who do not normally act for individual investors, available to manage your investments 
  • We will take the time to search out the right investment policy for you 
  • We aim to take an independent view and will charge a fee, rather than commissions, for the service to avoid any conflicts of interest thereby enabling us to ensure your needs are paramount 
  • Last but certainly not least, we want you to be able to feel that our standards of integrity are the very highest in the business.

Ros Price
Chief Investment Officer