About Us

Founded 2002 Company size 51 to 200 Link Seven Investment Management website Seven Investment Management manages around £10bn assets for private clients and provides a full range of investment services. These include discretionary management, self invest, funds of funds, models, loans, deposits and a whole market, open architecture platform. All of this is supported with industry leading client reporting software (7IMagine / Client Platform) and a great service. The ‘7’ in 7IM refers to the seven original founders of the business. Back in 2002, they couldn’t find a firm they trusted to manage their families’ money properly – big banks seemed impersonal and greedy, while most boutiques lacked the necessary investment process and structure. They started the kind of organisation they’d like to invest with themselves. Their aim was to deliver steady returns over the long term, while keeping an eye on risk, using the best technology. They wanted everyone to have access to the kind of service and expertise that institutional investors would expect. We’ve evolved since then. In 2015 Caledonia Investments joined us as a major shareholder. In 2018 we acquired Tcam Asset Management, a firm we felt closely aligned with our investment philosophies and multi-asset approach. In 2020 we continued our long-term growth strategy and acquired the award winning London based financial planning firm Partners Wealth Management (PWM). PWM will continue to operate as an independent company, retaining its brand, identity and leadership. Our team, our clients and our funds under management have grown steadily over the years. From our offices in London, Edinburgh and Jersey, more than 400 talented people manage over £19 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees. We still follow our founders’ plan and aim to get the simple things right all wrapped up with real, honest, human service – that’s what sets us apart from everyone else.