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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7IM Partnership Model Portfolios

Supporting the design and delivery of your centralised investment proposition.

Running your own centralised investment proposition can be a time-consuming activity, bringing with it additional risks and operational requirements. By choosing a 7IM Partnership Model Portfolio to provide your centralised investment proposition (CIP), you can benefit from our decade of experience running models, in a way that is right for you and your business.

We understand your challenges

Having worked with financial advisers since our inception in 2002, we understand the challenges you face. The most common concerns we see from advisers around running their own models can be broken down into three categories: Business and regulatory risk, operational burden and depth of investment knowledge, including:

Risk management
Risk management process to assess liquidity, volatility, attribution and portfolio stress test outcomes
Ongoing research and governance
Requirement for ongoing research, robust governance and record keeping
Client authorisations
Gathering client permissions to trade
Multiple platforms
Multiple iterations of CIP across multiple platforms due to clients not responding
Key person risk
Associated with ongoing maintenance of your CIP
Future business planning
Building consistency in approach across multiple client segments to aid future business planning

How do you benefit?

When choosing the 7IM Partnership Model Portfolio Service, you and your business benefit from:

Proven investment approach
Built over 20 years of experience managing multi-asset portfolios
Family Future
Risk and liquidity management
Robust risk and liquidity management applied to the chosen CIP mandate
Mis Retirement Income
Application of our discretionary permissions across your chosen platforms to ensure uniformity in approach and client outcomes
Will Writing
Resources and expertise
Access to the investment, technology, and marketing expertise of a £21bn asset management business
You define the mandate and 7IM are accountable to you for its management
Cost effective
Using 7IM capabilities to deliver a competitive solution for you and your clients

Interested in a 7IM Partnership Model Portfolio?

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If you want to know more about a partnership model portfolio, get in touch with our team today.

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To book a virtual meeting with our team, use the link below and select the region your firm is located, then choose a date and time that suits you.

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