Founded in 2002 by seven investment professionals including Tom Sheridan and Justin Urquhart-Stewart, Seven Investment Management (7IM) is a London-based firm providing discretionary investment management services, a platform and a range of funds and model portfolios to professional advisers and wealth managers.
As of early 2015, the company manages funds in excess of £9bn on behalf of their clients.
Discretionary investment management is available to clients with portfolios starting at £200,000 and offers risk-rated and unconstrained investment styles. 7IM’s risk-rated portfolios, for which they are best known, are invested through Professional Investor Fund structures, giving unlimited access to asset classes and the ability to hedge currencies and markets.
7IM’s risk-rated multi-asset funds are available to advisers with clients looking to invest less than the £200,000 discretionary management threshold and include an actively managed range of multi-manager funds, Asset Allocated Passive (AAP) funds and three Specialist funds.