What We Offer

SINGLE-MINDEDLY PERSONAL

We don't put all your eggs in one basket. This helps avoid unexpected results.


What We Offer


  • 7IM Discretionary Service
    7IM Discretionary Service
    Discretionary Service
  • 7IM Self Invest Service
    7IM Self Invest Service
    Self Invest Service
  • 7IM Funds
    7IM Funds
    Funds

Our discretionary service is for people who want support making decisions, creating investment portfolios and taking away their financial administration.

Our service is called discretionary because your relationship manager has the ‘discretion’ to make investment decisions for you. It combines the discipline and rigour of our uniform investment process with the flexibility of our truly personal service.
You should make sure that you understand the risks of investing, which include the possibility that your investment may fall in value and that you may get back less than you originally invested. Further details of all of these risks are explained in our literature and throughout the website; if you need help please talk to us or your financial adviser.


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Our self invest service hands control over to clients to do it all themselves: dealing, managing and monitoring their portfolio. It’s quick and easy, cost effective as well as safe and secure.

Of course you will always find us here, just a phone call away, if you need an explanation or clarification. We will give you straightforward answers, a point of view and digestible information. Our self invest service is an execution only service, we can provide information and help but not advice to you. Before you invest you should make sure that you understand the risks of investing, which include the possibility that your investment may fall in value and that you may get back less than you invested originally.

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Our risk profiled, multi asset funds are managed with structure, rigour and discipline, whatever your investment needs and aspirations within your appetite for risk.

Whether you’re a cautious investor or an adventurous one, access a consistent, proven investment approach that’s also cost conscious, managing over the longer term to meet an expected return

However you choose to access our investment process you'll benefit from our more predictable approach. We offer a range of risk profiles to meet your needs. It's all based on our approach to managing money, which aims to achieve an expected level of return, within accepted levels of risk. You should make sure that you understand the risks of investing, which include the possibility that your investment may fall in value and that you may get back less than you invested originally. Further details of the risks are explained in our literature and throughout our website.

Our Funds

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

Get in touch


Seven Investment Management
55 Bishopsgate
London
EC2N 3AS
T020 7760 8777
F020 7760 8799

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