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Discretionary fund managers

The award winning 7IM Platform has been designed for firms who want to use discretionary investment models. With our fast, open architecture approach to adding new funds, no trading charges, ability to ring fence funds and comprehensive client and adviser reporting tools, the 7IM Platform is ideal for discretionary fund managers looking to offer their model portfolios and financial advisers looking to use them.

The financial adviser community on the 7IM Platform have access to a wide range of discretionary investment providers shown below. We are still working with some of the discretionary fund managers to add their details. If you have any questions about the discretionary fund managers or the model portfolios available on the 7IM Platform, please contact your 7IM Platform Relationship Manager or Get in touch.

Discretionary fund manager's websites
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7IM Model Portfolio Service
The 7IM Active, Passive, Pathway, and Responsible Choice models are available on the 7IM Platform.
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7IM is not affiliated with any of the third party discretionary fund managers listed below. The below information has been provided by the third party discretionary fund managers and 7IM does not take responsibility for the accuracy of any information supplied. The costs displayed solely relate to annual management costs and further transactional or other costs may also apply. It is important to check the providers relevant costs and charges disclosure documents carefully for further information before proceeding. Please note that all details are provided for information purposes only and are not intended to constitute a recommendation for any third party service.
Discretionary fund managerActive annual management feePassive annual management feeActive / Passive blend annual management feeAIM IHT annual management feeESG annual management feeContact information
7IM0.25%*0.15%*0.25%*-0.3%*Getintouch@7im.co.uk / 0207 760 8829
Affinity Private Wealth0.3%*---0.3%*connect@affinitypw.com
Apollo Multi Asset Management0.5%*0.5%*---enquiries@apollomultiasset.com
Ascencia Investment Management--0.5%*-0.5%*enquiries@ascecnciaim.co.uk / 0161 886 8000
Brewin Dolphin Limited0.3%*0.2%*Depends on asset mix-0.3%*IntermediariesOffice@brewin.co.uk / 0191 230 7050
Brooks Macdonald Asset Management0.25%*0.2%*--0.25%*mpsinvestmentteam@brooksmacondald.com / 0207 408 5574
Brooks Macdonald Asset Management (International)0.35%*-0.35%*--0153 471 5555
Canaccord Genuity Wealth Management---0.75% +VAT-intermediary@canaccord.com
EBI Portfolios-0.12%*--0.12%*enquiries@ebi.co.uk / 0192 247 2226
EQ Investors0.2%* to 0.33%*0.125%* to 0.25%*--0.125% to 0.33%*enquiries@eqinvestors.co.uk / 0207 488 7110
Financial Express Investments Ltd--0.275%*-0.275%*enquiries@fefundinfo.com / 020 7534 7628
Harver Capital SA0.3%*----glenncoxon@harvercapital.com
Investec Wealth & Investment0.2%*----0207 197 2440
IronBright Investment Management Limited0.3%*0.3%*0.3%*-0.3%*team@ironbright.com
King & Shaxson Asset Mgmt t/a King & Shaxson Ethical InvestingFrom 0.24% (inc VAT)---From 0.24% (inc VAT)craig.hart@kasl.co.uk / 0788 985 3174
LGT Vestra0.25%*---0.3%*advisersolutions@lgtvestra.com / 0203 207 8317
Optimus Capital LLP--0.35% +VAT--info@optimuscapital.com /
0207 535 1700
Psigma Investment Management0.3%*---0.3%*businessdevelopment@psigma.com
Quilter Cheviot Investment Management0.3%*0.2%*---platforms@quiltercheviot.com
Ravenscroft Investment Management Limited0.3%*----funds@ravenscroftgroup.com
Rowan DartingtonOCF 0.3% +VAT---0.3% +VATT.peters@rowan-dartington.co.uk
Sarasin & Partners LLP--0.25%*-0.1%*Ben.Gilbert@sarasin.co.uk / Caroline.Bond@sarasin.co.uk
SCM Private LLP--0.3%*-0.3%*enquiries@scmdirect.com / 0207 838 8650
Sparrows Capital Ltd-0.1% capped at £20 per client per month*--0.1% capped at £20 per client per month*scoremps@sparrowscapital.com
Tatton Investment Management0.15%*0.15%*0.15%*1.25% (inc VAT)0.15%*enquiries@tattonim.com / 0207 139 0470
Thorntons Investments--0.3% +VAT1% +VAT-dholmes@thorntons-investments.co.uk / 0138 279 7600
Waverton Investment Management Ltd0.4% AMC for on Platform MPS*----advisersolutions@waverton.co.uk / 0207 484 7484
Wellian Investment Solutions0.35%*0.25%*--0.35%*info@wellian-is.com / 0189 255 0600
* No VAT will be applied to these models

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