What We Offer

FLEXIBLY CONSISTENT

We partner with advisers for the long term, and our many ways of working with them are suited to their needs.


What We Offer


  • 7IM Discretionary Service
    7IM Discretionary Service
    Discretionary Service
  • Model Portfolio Service
    Model Portfolio Service
    Model Portfolio Service
  • Funds
  • 7IM Platform
    7IM Platform
    Platform

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.

You should be aware that the value of investments may go up and down and investors may get back less than they invested originally.

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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 an expected 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. You should be aware that the value of investments may go up and down and investors may get back less than they invested originally.

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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 an expected level of return, within accepted levels of risk. That's what makes it, in our view, a more predictable approach.You should be aware that the value of investments may go up and down and investors may get back less than they invested originally.

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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.You should be aware that the value of investments may go up and down and investors may get back less than they invested originally.

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

Get in touch


Seven Investment Management
55 Bishopsgate
London
EC2N 3AS
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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