55 Bishopsgate, London, EC2N 3AS, United Kingdom
Investments, technology and service – shaped around you
The “7” in 7IM refers to the seven original founders of the business.
Back in 2002, they couldn’t find a firm who they trusted to manage their families’ money properly – so they started their own company to provide the kind of investment service they were looking for themselves, but were unable to find.
At 7IM we define ourselves by providing you with what matters most – innovative offerings that evolve to support your changing needs, underpinned by outstanding service.
Our first priority is to work in partnership with you to make the most of your clients’ investments. Discretionary investment management, ready-made portfolio investments, funds and platform are all there to make it easier for you to provide an exceptional all-round service.
Growing from the early days of our seven founders’ shared vision in 2002, 7IM now has over 400 people managing over GB£17 billion in assets. We have offices in London, Edinburgh and Jersey, and work with advisers all across the UK.
7IMagine allows you to interact with the information and see a client’s entire portfolio exactly as you want. View your clients portfolios on the go 7IMagine allows you to view your clients portfolios on the go, as long as you have an internet connection. My Future My Future is a brilliant tool to encourage......
7IM Platform in numbers (31 May 2022) GB£14.2 billion AUM 36,679 clients 2,033 advisers Easy to do business with Superior service and convenience are always priorities for us, so you can tailor the platform to the way you want to do business. Our platform streamlines your admin, connecting to all leading back-office and data services, allowing......