The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

Get in touch

Get in touch

If you would like to know more about a 7IM service

Getintouch@7im.co.uk

Or if you prefer (or if it’s outside office hours) you can Contact us .

7IM Partnership Model Portfolios

Supporting the design and delivery of your centralised investment proposition.

Running your own centralised investment proposition can be a time-consuming activity, bringing with it additional risks and operational requirements. By choosing a 7IM Partnership Model Portfolio to provide your centralised investment proposition (CIP), you can benefit from our decade of experience running models, in a way that is right for you and your business.

We understand your challenges

Having worked with financial advisers since our inception in 2002, we understand the challenges you face. The most common concerns we see from advisers around running their own models can be broken down into three categories: Business and regulatory risk, operational burden and depth of investment knowledge, including:

Risk management

Risk management process to assess liquidity, volatility, attribution and portfolio stress test outcomes

Ongoing research and governance

Requirement for ongoing research, robust governance and record keeping

Client authorisations

Gathering client permissions to trade

Multiple platforms

Multiple iterations of CIP across multiple platforms due to clients not responding

Key person risk

Associated with ongoing maintenance of your CIP

Future business planning

Building consistency in approach across multiple client segments to aid future business planning

Our approach

Our approach to the 7IM Partnership Model Portfolio Service puts you and your needs at the centre throughout. We will look to:

We start by understanding your current approach, and what’s important to you. We’ll look at your approach to asset allocation outcome, your management process, your preferred style, cost considerations, risk profile philosophy and preferred platform use, alongside your personal and business goals.

After discussing our findings with you in depth, we look to agree an ongoing mandate based upon your requirements and using 7IM’s investment expertise.

We then work to deploy the mandate across your chosen platforms and collaborate with you to ensure the client communication, migration and adoption process is effectively embedded.

Manage & Review

We partner with you for the long term, to deliver ongoing reporting, maintenance and evolution of your centralised investment proposition.

How do you benefit?

When choosing the 7IM Partnership Model Portfolio Service, you and your business benefit from:

Proven investment approach

Built over 20 years of experience managing multi-asset portfolios

Risk and liquidity management

Robust risk and liquidity management applied to the chosen CIP mandate

Consistency

Application of our discretionary permissions across your chosen platforms to ensure uniformity in approach and client outcomes

Resources and expertise

Access to the investment, technology, and marketing expertise of a £21bn asset management business

Control

You define the mandate and 7IM are accountable to you for its management

Cost effective

Using 7IM capabilities to deliver a competitive solution for you and your clients

Interested in a 7IM Partnership Model Portfolio?

Speech Bubbles

Call or email us

If you want to know more about a partnership model portfolio, get in touch with our team today.

Getintouch@7im.co.uk

Resources

Complete our form

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Book a virtual meeting

To book a virtual meeting with our team, use the link below and select the region your firm is located, then choose a date and time that suits you.

Discover more

Passive Model Portfolios

An ultra-low-cost range of passive model portfolios, using our long standing Strategic Asset Allocation.

Blended Model Portfolios

Combining our expertise in asset allocation and passive investing.

Active Model Portfolios

Your clients have access to decades of experience managing active portfolios.

Responsible Choice Model Portfolios

We all want to make things better. For the world and for ourselves.