Since our formation in 2002 we have listen to what advisers and clients want from us, and tailored our services to what they need.
7IM was founded in 2002 by a team of escapees from the world of big corporate finance who wanted to start the kind of organisation they’d like to invest with themselves.
Our seven founders gathered in a basement and made plans to care for clients’ money by taking a structured and disciplined approach. Their aim was to achieve steady returns over the long term, always with an eye on risk, using up-to-the-minute technology. They wanted everyone to have access to the sort of service and expertise that institutional investors would expect.
We’ve evolved on our journey. In 2015 Caledonia Investments joined us as a major shareholder. In 2018 we acquired Tcam Asset Management, a firm we felt closely aligned with our investment philosophies and multi-asset approach. In 2020 we continued our long-term growth strategy and acquired the award winning London based financial planning firm Partners Wealth Management (PWM). PWM will continue to operate as an independent company, retaining its brand, identity and leadership.
Our team, our clients and our funds under management have grown steadily over the years. From our offices in London, Edinburgh and Jersey, more than 400 talented people manage over £17 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees.
Times are changing, so are we
Meet the 7IM leadership team and hear their take on how we’re moving forwards.
What we offer
Our offering has been shaped in close collaboration with financial advisers – and more recently with individual clients. Based on what they’ve told us, we have a suite of services, technology and products for clients across the UK, whatever their needs may be.