Press Release

New Rating by RSMR

31 Mar 2017

Jemma Jackson, PR Manager

7IM Hand Picked by RSMR Who Launches a New Discretionary Fund Manager Rating Service for Advisers

Seven Investment Management (7IM) is one of just six Discretionary Fund Managers (DFMs) to have been given a prestigious new rating by RSMR as the fund ratings agency launches its new ratings service for advisers.

Robert Poulten, Head of Sales, 7IM said: “With the proliferation of products and services which can now come under the heading “discretionary”, advisers are increasingly looking for additional clarity when it comes to selecting discretionary fund managers. This rigorous, qualitative based new ratings system means RSMR have really got under the bonnet of how we run our portfolios within our various services, so it means a great deal to have been amongst the very first selected.” 

The benefits of 7IMs discretionary service:

  • Advisers can access 7IM through a wide range of discretionary services with active and passive approaches, unitised funds or segregated models all built around the clients’ objectives. 
  • 7IM offer very flexible services, with either client contact and suitability responsibility, updates and commentary or just simply investment execution, reporting and administration.  There are also a range of custody and platform options with the 7IM Model Portfolio Service which are not just ‘products’ but come with a range of supporting insights from 7IM investment professionals.

  • Perhaps unusually for a discretionary fund manager, we also work with other complementary investment managers to reduce risk and enhance portfolio returns where suitable. 

  • Portfolios can be managed within or outside tax wrappers, onshore or offshore custodied with UK or Dublin funds.

  • The value of investments may go up and down and your investors may get back less than they invested originally.

Ends
For further information, please contact:

 

Jemma Jackson                                              

PR Manager                                                    

Seven Investment Management             

jemma.jackson@7im.co.uk                               

0203 823 8696                                                  

07776 204 610

 

NOTES TO EDITORS

About Seven Investment Management: 7IM provides investment services to professional wealth managers, planners and advisers. These include:

  • Discretionary investment management with advice
  • A range of multi-asset portfolios
  • An investment and open architecture trading platform
  • A developed range of banking services
  • A fantastic app, 7IMagine, to bring the client portfolios to life.
  • 7IM – a story of Continuous Innovation

Since 7IM launched back in early 2002, it has pioneered a continuous stream of developments regarding how investment services are provided and charged for. We could just provide a list of our awards, but actually think it is more useful to tell you what we have done and what we have provided for clients and their planners - and there is still more to come.

  • January 2001 – First Sterling Online Wrap Account launched with ongoing Asset Allocation
  • January 2003 – First White Label live
  • January 2004 – 7IM OEIC live
  • July 2005 – 7IM Platform live
  • September 2005 – New 7IM Income Fund launched
  • February 2007 – 7IM Sustainable Balance Fund launched
  • December 2007 – 7IM gains its own FSA authorisation and new institutional investors
  • January 2008 – 7IM joins the London Stock Exchange
  • March 2008 – 7IM launches the AAP (Asset Allocated Passives) range of funds
  • October 2009 – 7IM introduces 3rd party multi manager funds into the DFM service
  • October 2009 – 7IM Personal Injury Fund launched
  • April 2011 – 7IM launches enhanced, ‘on-demand’ client reporting
  • January 2012 – 7IM Unconstrained Fund launched
  • June 2012 – 7IM launches Fixed Term Deposits
  • January 2013 – 7IM launches Asset Backed Lending
  • March 2013 – ‘7IMagine’ launched
  • June 2013 - Assets under Management pass £5bn
  • October 2013 – 7IM launches preferred SIPPs with DP Pensions Ltd and Carey Pensions UK
  • October 2014 – Assets Under Management pass £7bn
  • January 2015 – Assets Under Management pass £8bn
  • March 2015 – In partnership with AXA Wealth, 7IM announces preferred Offshore Bond offerin
  • June 2015 – Assets Under Management pass £10bn
  • February 2016 – 7IM launches My Future a new feature of the 7IMagine app which allows advisers and clients to enter the details of their existing savings and pension contributions, we well as spending expectations in retirement to identify when their cash will run out.
  • August 2016 – 7IM launches a Windows version of the 7IMagine App which allows 7IMagine to be used on all Windows devices including Microsoft Surface Pro, Windows phones and PC’s.

Ends

 

For further information, please contact:

 

Jemma Jackson                                              Justin Urquhart-Stewart

PR Manager                                                      Head of Corporate Development & Co Founder

Seven Investment Management                   Seven Investment Management

jemma.jackson@7im.co.uk                            justin.urquhart-stewart@7im.co.uk

0203 823 8696                                                 020 3823 8700

07776 204 610

 

Seven Investment Management LLP is authorised and regulated by the Financial Conduct Authority. Member of the London Stock Exchange. Registered office: 55 Bishopsgate, London. EC2N 3AS. Registered in England and Wales No. OC378740. 

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.
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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