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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About us

At 7IM, you’re never just a number

We take the time to find out your circumstances, understand your goals and shape what we do to your needs.

A few things about us

The “7” in 7IM refers to the seven original founders of the business. Back in 2002, they couldn’t find a firm who they trusted to manage their families’ money properly – so they started their own company.

We’ve grown a bit since then. We now have over 400 employees, rather than seven who look after over £17 billion of client assets. We offer more than just investment management – although that still sits at the heart of what we do. Today we help individuals, business owners and professional partners and families with their investments, pensions, retirement income and much more.

Everything is still wrapped up with real, honest, human service though – because ultimately, we think that’s what sets us apart from everyone else. If you call us, we’ll answer. If we don’t know something, we’ll say. And we always try to make sure every single one of our clients’ experiences leave them satisfied.

Doing the right thing for clients

As a firm 7IM has seven fundamental values that underpin everything we do. They are:

  • We value our people
  • We do the right thing
  • We succeed together
  • We listen and respond
  • We keep things simple
  • We put our clients first
  • We demand excellence

These values form the cornerstone of our service charter.

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How we manage your money

As well as our values, we have seven core principles that underpin our investment approach:

  • Investing for the long term is essential
  • No one has perfect foresight, so we ensure our portfolios are properly diversified
  • Markets are not always efficient, so we can add value through tactical tilts
  • Emotional responses can damage wealth
  • Be objective and open, and work with specialist third parties
  • Controlling costs is critical
  • Learn lessons – based on constant review

As relevant today as they ever were, these seven principles have served our clients well over the years.

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Discover more about 7IM

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