Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

Seven Investment Management (7IM)

  • Min. account size

    £500,000
  • Company type

    Wealth Managers
  • Ownership

    Part of Listed Company
  • Size of wealth manager

    Medium
  • Size

    UK Wide
  • Founded

    2002

Key person:

Jeremy Greenwood

Private Client Director

Seven Investment Management (7IM) Factfile

Seven Investment Management is a modern, client-centric wealth manager. We work with individuals and families with investable assets of typically £500k and above. Many of our clients are entrepreneurs and business owners, as well as professional partners, who we work with throughout their careers, and retirement.

By truly understanding you and your priorities, we work with you to establish how to reach your financial goals. Combining our own expertise with that of trusted partners, you can have peace of mind that everything has been considered in order to effectively manage your wealth.

We know that your needs and circumstances are ever evolving, and that’s why a commitment to building a long term partnership is so important. Our business itself is a partnership model, ensuring our Private Client team’s interests are always aligned with yours.

We work with individuals and families with investable assets of typically £500k and above. Many of our clients are entrepreneurs and business owners, as well as professional partners, who we work with throughout their careers, and retirement.

Contact person Private Client Director
Portfolio types Model, fund
Composition Fund, mixture, ethical
In-house service
Pension advice
How we charge Within account fee
Online retirement tool
Portfolio lending
Ethical investing

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