Archived press releases

01 May – Robert Darling joins Seven Investment Management

14 May – 7 years of 7IM Model Portfolios

28 May – 7IM: Tread carefully when investing in UK equities as sluggish domestic economy weighs on market

30 May – FCA approves Dean Proctor’s appointment as CEO of 7IM

05 July – 7IM’s Sustainable Balance Fund Hits £100 Million in AUM

09 September – 7IM launches new range of ultra-low cost model portfolios

16 September – 7IM launches tailored drawdown service for advisers

09 December – 7IM Co-founder Justin Urquhart Stewart moves to ambassadorial role

07 January – 7 New Year’s resolutions to get your finances in shape

13 January – 7IM to cut VAT from model portfolio ranges

25 January – 7IM: The number of wills, and executors, are on the rise

08 February – 7 key moments in life when it could pay to take financial advice

16 February – 7IM builds on ESG offering with launch of Responsible Choice Model Portfolios

19 February – 7IM and ABSTRACT scoop top award for cutting edge cultural transformation programme

09 March – 7IM ISA tips: Wrap up well for ISA season

15 March – 7IM: Seven steps to better financial wellbeing

17 March – Cash is not king: Crisis cash move left investors £100,000 behind their fully-invested peers

18 March – 60/40 asset allocation strategies “won’t work for advisers and their clients over the next decade”

22 March – 7IM: Seven tips for saving tax efficiently and investing

21 April – Pension vs property: Which investment is best for your retirement?

26 April – 7IM: Four key areas to consider when managing your wealth in marriage

30 April – 7IM sees record quarter as investors add over half a billion to platform

04 May – 7IM: Don’t sell in May

17 June – “Keeping your powder dry” in cash no longer works – 7IM’s Yeates

29 June – 7IM appoints Kris Barclay as Head of Private Clients in Edinburgh

27 September – 7IM sees AUM jump 24% as it announces results for the year ended 31 December 2020

08 November – 7IM launches ESG Calculator for advisers

23 November – 7IM adds Cautious model portfolio to its Passive MPS range

02 December – 7IM partners with Door to strengthen regulatory and stewardship strategies

23 January – We need to get it together to support ‘Generation F’

24 February – 7IM launches Retirement Incomes Solution (RIS) to help solve the retirement puzzle

5 September – Ontario Teachers’ to invest in 7IM, a leading UK wealth manager

7 September – 7IM appoints Agustin Fernandez as its new Managing Director of Corporate & Strategy Development

20 November – 7IM appoints Russell Lancaster and Chris Justham as it positions itself for its next phase of growth, following the planned departure of Verona Kenny

30 November – 7IM launches strategic AI partnership with leading AI firm Aveni to introduce transformational technologies to support client-centric growth

7 December – 7IM appoints Ben Covey to head up its Private Client business, driving future growth

11 December – 7IM announces acquisition of Amicus Wealth as part of its broader growth strategy