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Seven up for brand push as CCHM wraps up deal

Service brand agency CCHM has been picked to develop the brand

identity and communications for Killik & Co subsidiary Seven

Investment Management.

Led by chairman Lucian Camp, CCHM is to create the brand and

marketing literature for Seven, which specialises in providing

investment services for private investors.

Launched this month, Seven was founded by chief executive Tom

Sheridan and financial commentator and marketing director Justin

Urquhart Stewart.

It aims to be the UK&#39s first provider of sterling “wrap accounts”,

which it describes as integrated portfolios which offer

institutional-style investment management to private individuals for

a single fee.

It will target high-net-worth individuals with a minimum of

£150,000 to invest.

Stewart says: “Wrap accounts are ideal for retail investors who are

fed up with the limitations and complications of conventional retail

investment management. It makes a real difference to be launching the

company with the branding and financial marketing expertise of CCHM

working alongside us.”

Camp says: “The Seven team have a winning combination of blue-chip

credentials, innovative ideas and the self-confidence you need if you

are going to do things in new and different ways.”


FSA releases finance pack for students

The FSA has launched a resource pack for teachers providing personal finance education tools for students. The package, Make The Most Of It, is aimed at 14 to 19 year olds and deals with issues to give young people the confidence and knowledge needed to take responsibility for their financial affairs in the future.It covers […]

The Plotz thickens for investors in UK films

Curzon Capital is to sponsor Movision Management&#39s first series offilm partnerships intended to offer tax relief for investments inBritish film and TV productions.The partnerships have been structured to benefit from capitalallowances for film and television finance. These allow investors tofinance the investment from existing tax liabilities or tax alreadypaid. Investors also receive a small tax […]

Influence the outcome

The FSA&#39s proposals to end polarisation are in a consultation paperand we all have a chance to influence the FSA&#39s thinking.Misys is taking this consultation period very seriously and we areundertaking research among our five networks across a broad sectionof 7,500 IFAs.Nothing in the consultation paper undermines the existing IFAbusiness models. The issue becomes one […]

A consumer&#39s view

The outcry following the FSA&#39s proposal to scrap polarisation is notgoing to go away and quite right, too. It is hard to see how such amove could benefit consumers in the long term.The proposed changes to allow multi-ties and compel IFAs who want toretain true independence to charge fees owe less to any concern forconsumers […]

International jurisdictions

By Neil Jones, Canada Life Investing through international providers has grown in popularity over recent years as investors seek out the benefits of gross roll-up and the wider range of investment options that can be available. When considering a recommendation for a lump sum investment, not only does the adviser have to select a suitable tax wrapper […]


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