Archived press releases

18 January – Acquisition of 7IM by Ontario Teachers’ completed

19 February – 7IM’s MPS range available on M&G Wealth Platform

20 March – 7IM continues its growth strategy with the acquisition of Eastcote Wealth Management

11 April – 7IM launches major investment into its award-winning proprietary platform with senior hires

28 May – 7IM enhances Pathbuilder range with ‘trend following’ strategy

23 July – 7IM unveils platform upgrades, including advice fees on regular platform contributions

24 July – 7IM appoints Matteo Ruozzo as Senior Quantitative Investment Strategist

25 July – 7IM once again confirmed as Signatory to the UK Stewardship Code

02 September – 7IM expands board with appointment of Elizabeth G. Chambers as Independent Non-Executive Director (INED)

18 September – 7IM enhances its Retirement Income Solution (RIS) with Brooks Macdonald partnership

01 November – 7IM acquires ASHL’s Rockhold Asset Management to expand its investment proposition

04 November – 7IM backs calls for asset management industry to commit to net zero

23 January – We need to get it together to support ‘Generation F’

24 February – 7IM launches Retirement Incomes Solution (RIS) to help solve the retirement puzzle

5 September – Ontario Teachers’ to invest in 7IM, a leading UK wealth manager

7 September – 7IM appoints Agustin Fernandez as its new Managing Director of Corporate & Strategy Development

20 November – 7IM appoints Russell Lancaster and Chris Justham as it positions itself for its next phase of growth, following the planned departure of Verona Kenny

30 November – 7IM launches strategic AI partnership with leading AI firm Aveni to introduce transformational technologies to support client-centric growth

7 December – 7IM appoints Ben Covey to head up its Private Client business, driving future growth

11 December – 7IM announces acquisition of Amicus Wealth as part of its broader growth strategy

3 January – “Knee-jerk” portfolio changes are as big a risk to investors as any other

28 February – 7IM appoints Jana Sivananthan as new Chief Risk Officer

28 April – 7IM enhances its platform to ease portfolio management burdens

10 May – 7IM partners with retirement specialists Just to offer Secure Lifetime Income solution

24 May – 7IM celebrates another successful year of growth as revenue soars 31.6% for the year ended December 2021

11 August – 7IM partners with World Land Trust to become carbon neutral for 2021

17 August – 7IM portfolios continue decarbonisation journey of SAA

07 January – 7 New Year’s resolutions to get your finances in shape

13 January – 7IM to cut VAT from model portfolio ranges

25 January – 7IM: The number of wills, and executors, are on the rise

08 February – 7 key moments in life when it could pay to take financial advice

16 February – 7IM builds on ESG offering with launch of Responsible Choice Model Portfolios

19 February – 7IM and ABSTRACT scoop top award for cutting edge cultural transformation programme

09 March – 7IM ISA tips: Wrap up well for ISA season

15 March – 7IM: Seven steps to better financial wellbeing

17 March – Cash is not king: Crisis cash move left investors £100,000 behind their fully-invested peers

18 March – 60/40 asset allocation strategies “won’t work for advisers and their clients over the next decade”

22 March – 7IM: Seven tips for saving tax efficiently and investing

21 April – Pension vs property: Which investment is best for your retirement?

26 April – 7IM: Four key areas to consider when managing your wealth in marriage

30 April – 7IM sees record quarter as investors add over half a billion to platform

04 May – 7IM: Don’t sell in May

17 June – “Keeping your powder dry” in cash no longer works – 7IM’s Yeates

29 June – 7IM appoints Kris Barclay as Head of Private Clients in Edinburgh

27 September – 7IM sees AUM jump 24% as it announces results for the year ended 31 December 2020

08 November – 7IM launches ESG Calculator for advisers

23 November – 7IM adds Cautious model portfolio to its Passive MPS range

02 December – 7IM partners with Door to strengthen regulatory and stewardship strategies

17 April – 7IM’s Dean Proctor on the 7 lessons learnt in his first year in charge

05 June – 7IM gives back by launching fund raising appeal for Intensive Care Society #7IMgivesback

08 June – 7IM bolsters its Intermediary team with several senior appointments

17 June – Corona crisis spells the end for structured product-based strategies that rely on their “natural incomes” for retirement

30 July – Cash is not king: Crisis cash move left investors £50,000 behind their fully-invested peers

04 August – Asian high yield bonds much safer investment than return suggest

11 August – Uneven global pandemic recovery leaves regional opportunities for investors

25 August – 7IM announces results for the year ended 31 December 2019

18 September – 7IM appoints Adrian Grace as Chairman of the Board

21 September – 7IM launches new platform functionality and enhancements

01 November – 7IM reduces annual management charge for Sustainable Balance fund

09 November – Seven personal finance tips for Talk Money Week

16 December – 7IM launches new low-cost multi-asset fund range

17 December – 7IM sees record inflows as investors add £200 million to platform in November

01 May – Robert Darling joins Seven Investment Management

14 May – 7 years of 7IM Model Portfolios

28 May – 7IM: Tread carefully when investing in UK equities as sluggish domestic economy weighs on market

30 May – FCA approves Dean Proctor’s appointment as CEO of 7IM

05 July – 7IM’s Sustainable Balance Fund Hits £100 Million in AUM

09 September – 7IM launches new range of ultra-low cost model portfolios

16 September – 7IM launches tailored drawdown service for advisers

09 December – 7IM Co-founder Justin Urquhart Stewart moves to ambassadorial role