What We Offer

  • 7IM Platform
    7IM Platform
  • Managed Investment Service
    Managed Investment Service
    Retirement Income
  • 7IM Discretionary Service
    7IM Discretionary Service
  • Pension
  • Model Portfolio Service
    Model Portfolio Service
    Model Portfolios
  • Funds

How you work with our platform and team depends on the demands of your practice.

The 7IM Platform is so much more than a simple platform. The first open architecture platform in the UK, it has award winning functionality. Whether you need a light touch, core or high net worth service, onshore or offshore, you choose how to work with us. Contact us to find out how we can help you run your business more efficiently.

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We provide the investment expertise, we deal with your clients together.

We start from the point of view that you know best what your practice needs and how you want us to work with you. You use our investment expertise to manage your discretionary clients' investments. This frees you up to spend your time on financial planning and new business.

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Our model portfolio service is just that, the service that gives you access to our investment expertise and our investment managers.

Each portfolio has been designed and is managed aiming to achieve a guideline return, within the appropriate risk tolerance and over the long term. No one is disadvantaged or advantaged because of their portfolio size, because every decision we make is made for every client, in any given strategy and at the same time.

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Retirement Income Service - Email signature

However you choose to access our investment process, your clients benefit from our more predictable approach.

We offer a range of risk profiles to meet the needs of investors from the cautious to the adventurous. We manage money aiming to achieve steady, inflation adjusted growth. For investors with a time horizon of more than 5 years we can provide guideline returns.

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Download our fund and services documents, filtering by fund, model or document type

Get in touch

Please use the form on the right or dial the number below to get in touch with the Business Support team.

Seven Investment Management
55 Bishopsgate

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.
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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