Seven Investment Management (7IM) is an investment management business that helps individuals, their families, and advisers to manage their capital to meet their financial needs and aspirations.


Investment Management

Seven Investment Management

Seven Investment Management's headquarters in London, United Kingdom

Dean Proctor

Russell Lancaster

Kate Hughes

Martyn Surguy

Chris Phillips

Duncan Walker

Corinne Guido

Lauren Domb Assoc CIPD

Shivam Gupta

Liz Paradine

Jana Sivananthan

The Client Services and Financial Planning team at Seven Investment Management is dedicated to providing personalized financial guidance and support to private clients. This team collaborates closely with clients to develop tailored investment strategies, ensuring their capital aligns with their financial goals and aspirations. They manage client relationships, oversee financial planning processes, and facilitate seamless communication between clients and investment managers, enhancing the overall client experience.

Client Services and Financial Planning

The Investment Strategy and Risk Management team at Seven Investment Management is responsible for developing and implementing investment strategies that align with clients' financial goals while effectively managing risk. This team analyzes market trends, constructs and optimizes portfolios, and ensures adherence to risk parameters, all while integrating ESG considerations into investment decisions. Their expertise helps safeguard client investments and drive long-term performance.

Investment Strategy and Risk Management

This department focuses on creating and nurturing relationships that drive growth and expand market opportunities.

Business Development

This department focuses on managing investment portfolios and products to maximize returns for clients.

The Leadership Team at Seven Investment Management steers the strategic direction of the company, fostering collaboration among various departments to enhance client services and investment outcomes. Comprised of executive leaders, this team focuses on innovation, risk management, financial performance, and organizational development to ensure the firm effectively meets the diverse financial needs and aspirations of its clients.

Leadership Team

This department focuses on overseeing and enhancing relationships with platform partners to ensure mutual success and alignment.

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Seven Investment Management

Org chart

Teams

Client Services and Financial Planning

Investment Strategy and Risk Management

Business Development

Investment Management

Leadership Team

Platform Management

Offices

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Seven Investment Management

Org chart

Teams

Client Services and Financial Planning

Investment Strategy and Risk Management

Business Development

Investment Management

Leadership Team

Platform Management

Offices

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