A small group of escapees from large companies decided to build an investment business where they would like to be clients. They still are today.
We're an investment management business that helps individuals and their families manage their financial needs, and aspirations.
It all began more than 16 years ago, with 7 of us. We established Seven Investment Management (or 7IM) because we couldn't find anywhere we wanted to invest our families' money. Now there are more than 200 of us looking after more than £14bn of our clients' money - as well as our own.
We might have grown but at the heart it's still the same business: big on service, clear on costs and running money in a way we can explain.
Pioneers of this type of investment – it’s everyday now, but not back then!
Built to run the business on and to give access to business partners. Another revolution.
Passive instruments used to implement the asset allocation. This was a ground-breaking idea at the time.
We launched some of the most cost effective Models available on the market - continually expanding our services to advisers.
Award-winning App – 7IMagine is launched because clients want information, not just data.
Combining benefits of active and passive, and at the forefront of investment thinking again.
As a new major shareholder, Caledonia’s investment in 7IM marks a new beginning.
A new home. Still one room, but much bigger than the first one.
7IM continues to expand investment options for clients.
7IM completes the acquisition of TCAM