Seven Investment Management is a Private Client Investment Service built for Financial Advisers. It was established in 2001 to bring retail investors professional asset allocation, institutional calibre money management and independent advice for one fee, based on the size of the client portfolio.

At 7IM we focus on several key principles:

• Diversification of asset classes
• Independent manager selection
• Being cost conscious
• Avoiding unnecessary risk
• Availability of a variety of tax wrappers from different providers

Which we believe anyone should take into account when deciding to invest.

There are two types of Discretionary asset management service on offer:

• Managed Portfolios of Funds (minimum investment £150,000)
• Separately Managed Accounts (SMA’s) (minimum average investment £500,000)

Discretionary portfolio minimums apply across client tax wrappers, so provide a useful way of pulling together scattered holdings such as PEPs, ISAs, bonds and SIPPs. They are visible online to both the client and introducer, with daily updated valuations and holdings.

In addition, the Managed Portfolio of 7IM OEIC funds was introduced in 2003 for those who required CGT protection and those with portfolios below the minimum of £150,000 for Managed Funds. These funds reflect 7IM’s view of the market and are available on the 7IM Platform, directly from Capita Financial Managers, the Zurich Platform (Sterling) and Cofunds.

We have also now introduced ‘Tethys,’ a complete platform solution which enables our key introducers to view all their practices’ assets in one place. This web based service includes data downloads, account opening, an online dealing facility, model portfolios and personalised illustrations.

Company details

Seven Investment Management
46 Grosvenor Street
London
W1K 3HN

Tel: 0207 337 0527
Fax: 0207 337 0677
Email: To contact a 7IM investment advisor email advisors@7im.co.uk or information@7im.co.uk

www.7im.co.uk