Investment Excellence
Creating exceptional wealth plans for every single client.
7IM’s Investment Management team has a long-term investment plan for each of our portfolios, which enables us to deliver returns across the spectrum of the risk appetites of our clients.
Our investment process is carefully considered, monitored and reviewed. The foundation of our portfolios and risk-rated funds is our Strategic Asset Allocation (SAA), which takes a long-term view of growth potential, while our Tactical Asset Allocation looks at shorter-term opportunities with the aim of maximising returns. Our specialist Risk Management Team works in parallel with our Investment Management Team to ensure every position and portfolio undergoes checks and balances to support our rigorous and disciplined approach.
This results in our delivering returns for you, whilst defining and controlling the risks of investment.
Exceptional support provided to us by our Account Director - clear transparent information, responsive & always engaging.”
Our 5 Diamond Star Rating is testament to the strength of 7IM’s fund range, and proof of our competitive performance, attitude to risk and charges against other peers.
7 Core Beliefs
We believe to do anything properly, there needs to be a plan. There’s no point in setting out on a journey if you don’t know where you’re going, and there’s no point in having a destination if you haven’t thought about how to get there.
We build a foundation for all investors which maximises diversification as much as possible. Portfolios which are exposed to multiple sources of return deliver better outcomes for investors over the long run. That’s the plan we start with.
What we believe in |
How we do it |
| Invest for the long-term | Strategic asset allocation is key |
| Markets are not always efficient | Tactical tilts can add value |
| No perfect foresight | Diversification |
| Emotional responses damage wealth | Composure and patience |
| Independence and openness | High challenge, high support team environment |
| Control costs | Flexible implementation (active & passive) |
| Learn lessons | Constant review and evolution |
Four steps to financial freedom
How 7IM helps you to reach your financial freedom:
We would love to help
If you would like further information regarding the Wealth Management 360° Service at 7IM, please use the details below, and we’ll be happy to help.
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