Tom, who has over 25 years’ experience in the investment community, has a history of successful innovation. He spent two decades with Prudential Bache on three continents, latterly as COO of their International Division with a presence in 16 countries. He subsequently became the MD of Barclays Stockbrokers where he pioneered an industry solution for the handling of major demutualisations in 1997, introduced the UK’s first fund supermarket and created the UK’s second (after Schwab) internet stockbroker, which later acquired the clients of both Fidelity and Schwab Stockbrokers. Together with Justin Urquhart Stewart and the team below, he has now founded Seven Investment Management (7IM) and developed the first multi-currency US-style Wrap Account in the UK.

Justin is one of the most recognisable and trusted market commentators on television, radio, and in the press. Originally trained as a lawyer, he has observed a unique understanding of the market’s roles and benefits for the private investor. Having trained as a barrister, Justin took up international corporate finance, working in both Africa and Singapore then back in the UK. This led Justin to help found Broker Services in 1986, which went on to become Barclays Stockbrokers where he was Corporate Development Director. In early 2001, he co-founded Seven Investment Management (7IM).

Graham has over 17 years’ experience of devising and developing Information Technology solutions and applications. He successfully founded his own internet based e-commerce company in 1998, having previously been a Senior Software Engineer for both the Ministry of Defence and Uptime Commerce, and Research Associate for the University of Edinburgh.

Hazel has over 20 years experience in operations during which time she has implemented and managed a number of teams in Asset Management and Private Banking businesses and was responsible for system implementations and business migrations.  Her role before joining 7IM in 2007 was with Schroders Private Bank where she was Director of Client Accounting with overall responsibilities for the operations team together with third party outsourced relationships, design and business processes.

Charles is a chartered accountant who trained and qualified at Deloitte Haskins & Sells. As a Senior Manager, he managed a business unit of 40 staff and led a variety of audit, corporate finance, and consulting assignments. He subsequently held the position of Director and Global Head of Finance for the Equity Markets Division of ING Barings.

Wendy has over 20 years’ experience in Human Resources and Client Services. She has established and managed innovative recruitment processes in order to raise the profiles and standings of the investment banking and stockbroking divisions of Barclays Bank. As Client Service Director, she successfully enhanced the stature of the Client Service Department to that of a fundamental part of Barclays Stockbrokers.

David has over 15 years’ experience in relationship management for private client investment businesses. His most recent role prior to joining 7IM was as Senior Advisor for both discretionary and advisory portfolios for Barclays Stockbrokers. He is a regular media commentator for market events on TV and in the printed press. David spent several years at Prudential Bache Securities as a private client broker, focusing on UK & US equities and fixed income and has held relationship management roles in other companies.

Ros has over 20 years’ experience of investment management with a variety of leading investment houses. Most recently, she held the position of European Equity Strategist for Citibank Private Bank, where she developed an asset allocation strategy process that was based on individual clients’ risk / return profile. Prior to this, Ros took responsibility for entire institutional portfolios and pension funds, including the Civil Aviation Authority Pension Fund (CAVIAPEN), and for European portfolios at GFM International Investors Ltd. (the international asset arm of the US insurance company Metropolitan Life)

Mandy is the first point of contact for external parties when contacting 7IM. Her role includes the office administration and management and supporting the CEO and Marketing Director in their day-to-day activities. She is also responsible for the regular email communication to introducers and the media as well as co-ordinating seminars with third parties. Mandy joined 7IM in November 2001 having previously worked with some of the Management Team at Barclays.