What 7IM does

7IM is a UK-based, FCA-regulated investment management and wealth management firm founded in 2002, operating as an independent limited liability partnership with no disclosed parent or external controlling owner. The company runs an open-architecture investment platform serving two principal customer sets: (1) UK financial advisers and planners, who use 7IM to outsource platform administration, discretionary portfolio management, and fund selection so they can focus on client relationships, and (2) private clients, now consolidated under the Amicus Wealth Management brand following the 2026 integration of 7IM's private client division with acquired firms. As of 30 April 2026, 7IM reports £25.4bn+ in assets under management and 450+ staff across UK offices in London (headquarters, 1 Angel Court), Edinburgh, and Chichester.

The core technology asset is the 7IM Platform, a digital open-architecture hub supporting multiple wrapper account types (GIA, ISA, JISA, SIPP, Junior SIPP, onshore and offshore bonds) and integrating with 16 third-party SIPP providers and 7 offshore bond providers. On top of the platform sit five discretionary Model Portfolio Service ranges (Active, Blended, Income, Passive, Responsible Choice, plus Partnership portfolios), a proprietary multi-asset fund range (Pathbuilder, AAP, Multi Manager, Responsible Balanced, Real Return), retirement income solutions, and the 7IMagine mobile app for advisers and clients. ESG tooling includes a Carbon Reduction Calculator; integration depth is the primary technology differentiator rather than proprietary AI.

7IM monetizes primarily through recurring platform fees, discretionary management fees, and fund management fees, with cash interest revenue as a minor secondary stream (onshore GBP cash at 1.75%, offshore GBP at 1.00%). GTM is sales-led through UK financial advisers (the primary route) with a parallel direct-to-consumer channel for private clients under Amicus. Distribution is supported by marketing partnerships (notably an 8+ year LBC Radio partnership for thought leadership) and a nationwide adviser relationship management team. Aggressive inorganic growth has reshaped the firm: Amicus Wealth was acquired in December 2023 (~$1bn AUM), Rockhold Asset Management in November 2024 (~$2bn AUM), and CPN Group in March 2026 ($750m+ assets under advice, 2,800+ clients), with CPN folding into Amicus Wealth Management.

Name

7IM

Legal name

Seven Investment Management LLP

Website

https://7im.co.uk

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

251–500 employees

Short description

7IM is a UK FCA-regulated investment management firm operating an open-architecture platform and discretionary fund services for financial advisers and private clients, with £25.4bn+ AUM across offices in London, Edinburgh and Chichester.

Ownership category

akta.pro rank

Product category

Wealth Management / Investment Platform Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industries

Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA), Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Wealth management services
• Investment platform
• Discretionary fund management
• Financial adviser support
• Retirement planning solutions

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Platform Fees: Fees charged for use of the 7IM investment platform, including account administration, trading, and reporting services.
2. Discretionary Investment Management: Discretionary management fees for actively managed portfolios and model portfolio services.
3. Fund Management: Management fees from proprietary 7IM funds including Pathbuilder funds, AAP funds, Multi Manager funds, Responsible Balanced Fund, and Real Return Fund.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

7IM is an FCA-authorised UK investment management firm that runs an open-architecture platform, discretionary fund management and model portfolio services used by financial advisers, alongside a direct private client wealth management service. The platform supports multiple tax wrappers (GIA, ISA, JISA, SIPP, Junior SIPP, onshore and offshore bonds) and provides access to the proprietary 7IM fund range (Pathbuilder, AAP, Multi Manager, Responsible Balanced, Real Return) and discretionary Model Portfolio Service. Clients and advisers interact through the 7IM Platform web portal and the 7IMagine mobile app.

Product overview

7IM operates as an open-architecture wealth management platform offering a comprehensive suite of investment and retirement solutions. The core 7IM Platform serves as the central hub for managing multiple account types (General Investment Accounts, ISAs, Junior ISAs, SIPPs, Junior SIPPs, and bonds) with access to the full range of 7IM investment products. The product ecosystem includes the 7IM Model Portfolio Service with five distinct ranges (Active, Blended, Income, Passive, Responsible Choice, and Partnership), the 7IM Fund Range comprising Pathbuilder, AAP, Multi Manager, Responsible Balanced, and Real Return funds, and retirement solutions including 7IM Retirement Income and Secure Lifetime Income. Client-facing digital tools include the award-winning 7IMagine app and Client Portal. Following acquisitions of Amicus Wealth (December 2023), Rockhold Asset Management (November 2024), and CPN Group (March 2026), the company operates under the Amicus Wealth Management brand for its advice-led private client business while maintaining 7IM branding for its platform and investment management services.

Differentiator

Problem solved

Functional benefit

Brands

• Amicus Wealth Management: A trading name for financial planning and wealth management services operated by 7IM entities
• 7IMagine
• 7IM SIPP

Products and services

• 7IM Platform Open-architecture investment platform providing account management, trading, reporting and client management capabilities for UK financial advisers and their clients, supporting GIA, ISA, JISA, SIPP, bonds and non-personal accounts.
• 7IM General Investment Account (GIA) Taxable investment account wrapper available on the 7IM Platform for holding diversified investment portfolios with access to the full range of 7IM funds and model portfolios.
• 7IM ISA Individual Savings Account wrapper on the 7IM Platform offering tax-efficient investment growth with access to 7IM's fund range and model portfolios.
• 7IM Junior ISA (JISA) Junior ISA wrapper allowing parents and grandparents to invest for children using the annual JISA allowance, automatically converting to a normal ISA when the child turns 18.
• 7IM SIPP Self-Invested Personal Pension providing retirement savings with flexible investment choices across the 7IM Platform, including access to funds and model portfolios.
• 7IM Junior SIPP Junior SIPP allowing contributions of up to £2,880 (net) annually for investing for children, with tax relief added immediately to contributions.
• 7IM Model Portfolio Service (MPS) Discretionary model portfolio service offered via 7IM's Active, Blended, Income, Passive, Responsible Choice and Partnership ranges, managed by 7IM's investment team and used by advisers on the 7IM Platform.
• 7IM Fund Range Proprietary suite of multi-asset funds including Pathbuilder funds, AAP funds, Multi Manager funds, Responsible Balanced Fund and Real Return Fund, available on the 7IM Platform.
• 7IM Retirement Income Retirement income solution helping clients transition from accumulation to decumulation, with tools for planning sustainable retirement income.
• Secure Lifetime Income Retirement income product providing guaranteed income for life, integrated with the 7IM Platform for drawdown flexibility.
• 7IMagine App Award-winning interactive mobile and tablet app for financial advisers and their clients to monitor investments, view portfolio performance, asset allocation, geographic diversification and benchmark portfolios, with biometric login and the MyMoney visualisation tool.
• 7IM Client Portal Online client portal providing access to account information, quarterly statements, tax packs and platform services including cash movements and bed & ISA tools.
• 7IM Discretionary Service Discretionary investment management service allowing advisers to delegate portfolio management to 7IM's investment team.
• Amicus Wealth Management Advice-led wealth management service for private clients, consolidating 7IM's private client business with Amicus Wealth and CPN Group acquisitions under the Amicus Wealth Management brand.
• Non-Personal Accounts Accounts for non-personal or entity clients including Trusts, Limited Companies, Charities and SSAS, available on the 7IM Platform.

Quantifiable outcome

• Record net sales of £540m in Q3 2025
• +3 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration25 records

Feature3 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• Delaware UKcoreTechnology or Integration · 18 March 20267IM partnered with Delaware UK as part of its multimillion-pound investment to enhance its platform and technology. The partnership aims to improve adviser services and client outcomes through innovation and faster deployment.
• CPN GroupcoreStrategic or Co-development Partner · 3 March 20267IM acquired CPN Group, a Chichester-based financial planning and discretionary investment firm managing over £750m in assets under advice for more than 2,800 clients. CPN operates two OEIC funds with approximately £400m in assets.
• Rockhold Asset ManagementcoreStrategic or Co-development Partner · 1 November 20247IM acquired Rockhold Asset Management, launched in 2022 by the ASHL Group, which manages £2bn and provides various portfolio services. The acquisition increased 7IM's AUM to around £27bn.
• Amicus WealthcoreStrategic or Co-development Partner · 11 December 20237IM acquired Amicus Wealth, a financial planning and advice company managing about £1bn in assets. Amicus operates independently while leveraging 7IM's platform and resources. The combined firm oversees approximately £22bn in AUM with over 550 staff.
• LBC RadiocoreGTM or Marketing Partner7IM has been working with LBC Radio for over eight years, with experts Chris Justham and Ben Kumar regularly appearing on the Investment Hour segment to discuss financial topics and debunk misunderstood areas of the investment world.
• MacfarlanesminorOthersMacfarlanes advised 7IM on its acquisition of Amicus Wealth as part of 7IM's growth strategy.
• Third-Party SIPP ProviderscoreChannel Partner/ Reseller/ DistributorMultiple SIPP providers available on the 7IM Platform including: Atosip, Aegon, AJ Bell, Alltrust, Atomos, Barnett Waddingham, Curtis Banks, Dentons Pensions, DP Pensions Ltd, Intelligent Money, Investacc, IPM, James Hay, Talbot And Muir, XPS Self Invested Pensions, Yorsipp.
• Offshore Bond ProviderscoreChannel Partner/ Reseller/ DistributorPartnership with offshore bond providers including: Athora Ireland, Canada Life International, CLI Institutional Ltd, Friends Provident International Ltd, Quilter International (now Utmost), Standard Life, Utmost Wealth Solutions.
• Countrywide AssuredcoreChannel Partner/ Reseller/ DistributorPartnership with Countrywide Assured for onshore bond provision on the 7IM Platform.

Scale indicators15 records

Recent moves5 records

Expansion highlights6 records

Broad incumbents

• Schroders: Global asset and wealth manager with UK private banking, platform and adviser solutions. Comparable to 7IM on multi-asset funds, advised platform and retirement offerings, but operates as part of a much larger global firm.
• Abrdn (formerly Aberdeen Standard Investments): Global asset manager and UK platform/wealth operator (Abrdn Adviser, Abrdn Financial Planning). Overlaps with 7IM's investment management and advised platform, but as part of a much larger global franchise.

Direct peers

• Rathbones Group: UK wealth manager offering discretionary investment management, fund solutions and advised platform via Rathbones Financial Planning. Closely matches 7IM's combined discretionary, fund and adviser-channel proposition; comparable AUM scale and HNW client base.
• AJ Bell: UK investment platform and SIPP operator serving both advised and direct clients. Overlaps with 7IM on platform technology, SIPP provision, and multi-asset fund offerings; a key competitor for adviser mandates and direct private client flows.
• Brooks Macdonald: UK wealth management group providing discretionary portfolio management and financial planning services to HNW individuals, families, trusts and charities. Closely comparable to 7IM's discretionary and Amicus private client offering on client base, services and AUM tier.
• Evelyn Partners: UK wealth management and professional services firm providing financial planning, investment management and tax advice to private clients, families and trusts. Comparable to 7IM/Amicus on HNW advice-led wealth management and discretionary investment management.
• Hargreaves Lansdown: UK's largest direct and advised investment platform offering ISAs, SIPPs, funds and model portfolios. Comparable to 7IM Platform and 7IM Fund Range on product set, though skewed toward direct-to-consumer rather than adviser-led distribution.
• St. James's Place: UK wealth manager distributing funds and wealth solutions through a national adviser network. Comparable to 7IM on adviser-led wealth distribution, model portfolio/fund offering and HNW client segment, though larger and more vertically integrated.
• Quilter: UK-listed wealth manager and advised platform serving financial advisers with platform, DFM and retirement solutions. Directly comparable to 7IM across adviser platform, discretionary management, and advised client segments; 7IM's £18.98bn advised platform AUM competes head-on with Quilter's UK Platform business.
• Charles Stanley: UK wealth manager offering discretionary investment management, financial planning and adviser platform-like services to private clients. Comparable to 7IM on DFM, financial planning and HNW/mass-affluent client mix.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/7IM_Updates
• Facebookfacebook.com/7IMPrivateClient

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 7IM