Seven Investment Management

General information

Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs and aspirations.

We invest in our own portfolios, so our family money is in the same place as yours. We look after around £11bn of clients’ money, as well as our own. We keep our promises, make things clear and simple, fix what’s wrong, do the right thing and accomplish the very, very best job we can.

Discretionary Services
Our service is called discretionary because 7IM 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.

Self Invest Service
Our self invest service hands control over to clients to do it all themselves: dealing, managing and monitoring their portfolio. Clients can invest in 7IM funds, or ISA eligible securities.

Funds
Our risk profiled, multi asset funds are managed to meet an expected return, for periods of 5 years or more, whatever your investment needs and aspirations within your appetite for risk. We offer a range of risk profiles to meet your needs whether you're cautious or adventurous. We manage money aiming to achieve an expected level of return, within accepted levels of risk.

Model Portfolios
Whatever your attitude to risk, our risk rated, multi asset model portfolios provide a carefully guided investment solution. Each portfolio has been designed and is managed within the appropriate risk tolerance, and for the long term, using a similar asset allocation without the surrounding 7IM fund's wrapper.

Platform and 7IMagine
How you work with our platform and team depends on the demands of your practice. The award winning 7IM Platform is so much more than a simple platform with access to global securities. Whether light touch, core or high net worth, you choose how to work with us.

Seven Investment Management LLP is authorised and regulated by the Financial Conduct Authority.