WIN £2,000 courtesy of Seven Investment Management (7IM)

About 7IM

It all began in 2002 with seven of us in a basement establishing Seven Investment Management (7IM) because we couldn’t find anywhere we wanted to invest our families’ money. And it seems we weren’t the only ones – our assets under management today stand at around £11 billion and we have moved from ‘basement’ to ‘Bishopsgate’ in the City of London.

Radical common sense

We manage money, aiming to meet people’s medium to long term return expectations. Fundamentally, we believe in active asset allocation implemented with both active and passive investments (where we were one of the first to offer actively managed passive portfolios). We build global portfolios based on that allocation and include alternative assets where appropriate to manage the risk reward tradeoff. Active currency management is also at the core of what we do.

While our investment approach aims to manage money ‘to expected returns’, there are no guarantees and the value of investments may go down as well as up. We offer a discretionary wealth management service and have a range of multi-asset funds to suit different risk profiles, and these are available both direct through us or via online platforms.

Our AAP (Active Allocated Passive) fund range is populated largely with passive structures to keep costs to a minimum. Asset allocation is actively managed to help exploit opportunities and reduce risk across the range: 7IM AAP Adventurous, 7IM AAP Moderately Adventurous, 7IM AAP Balanced, 7IM AAP Moderately Cautious, 7IM Cautious and 7IM AAP Income. Some of these risk profiles have an offshore version of the fund.

Our Multi-Manager fund range invests in a range of active and passive vehicles. Costs still matter, but if we think an actively managed fund can outperform a passive alternative we have the freedom to choose it. Asset allocation is actively managed. Again, there are different funds for different profi les: 7IM Adventurous, 7IM Moderately Adventurous, 7IM Balanced and 7IM Moderately Cautious. Again, some of these risk profiles have an offshore version of the fund.

We also have a selection of funds designed to meet specific needs, such as the 7IM Personal Injury Fund, the 7IM Unconstrained Fund or the SRI (socially responsible investment) focused 7IM Sustainable Balance Fund.

Multigenerational investing

We do our best to pass on economies of scale, allowing grandparents, parents and their children to invest as individuals under one charging structure – whether they live under the same roof or not. Meanwhile, our app, 7IMagine, helps bring client portfolios to life and also allows investors to gauge how close they are to meeting their retirement goals.

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.

For further information, visit

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