The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

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About 7IM

The “7” in 7IM refers to the seven original founders of the business.

Back in 2002, they couldn’t find a firm who they trusted to manage their families’ money properly – so they started their own company to provide the kind of investment service they were looking for themselves, but were unable to find.

At 7IM we define ourselves by providing you with what matters most – innovative offerings that evolve to support your changing needs, underpinned by outstanding service.

Our first priority is to work in partnership with you to make the most of your clients’ investments. Discretionary investment management, ready-made portfolio investments, funds and platform are all there to make it easier for you to provide an exceptional all-round service.

Growing from the early days of our seven founders’ shared vision in 2002, 7IM now has over 400 people managing over £17 billion in assets. We have offices in London, Edinburgh and Jersey, and work with advisers all across the UK.

Our commitment to you

We show our commitment to delivering an unrivalled experience every day by living and breathing our seven guiding principles:

  1. We value our people
  2. We do the right thing
  3. We succeed together
  4. We listen and respond
  5. We keep things simple
  6. We put our clients first
  7. We demand excellence

This commitment has taken us on a remarkable journey with advisers.

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The 7IM Platform

A good platform is at the centre of your business. Our platform is at the centre of our business too, and it’s our pride and joy.

Over time, its capabilities and functionality have evolved to meet advisers’ changing needs and in response to improving technology. We intend to continue investing in it.

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7IM's Funds and models

Making your business a success also depends on being able to offer your clients a range of investments to suit their needs, whatever stage they’re at on their financial life journey. Our funds and models aim to do just that: cautious, adventurous, across geographies, sectors and business types, we look for diverse investment opportunities to suit every need.

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Discover more about 7IM

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