Amicus Wealth
Amicus Wealth is a UK FCA-regulated private wealth advisory firm (trading name of 7IM) that delivers holistic financial planning, tax optimisation, and investment management services to high-net-worth individuals, families, directors, and business owners, advising 6,800+ clients with £3.3bn AUM.
- Company typePrivate
- Founded2001
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Amicus Wealth does
Amicus Wealth is a UK private wealth advisory firm operating as a trading name of Seven Investment Management LLP (7IM) and 7IM Investment and Retirement Solutions Limited, both FCA-authorised entities headquartered at 1 Angel Court, London. The firm delivers a holistic "Wealth Management 360°" service that integrates a Lifetime Wealth Model, Tax Optimisation Strategy, Family Office services, and Investment Excellence, alongside adjacent offerings in offshore planning, asset protection, retirement planning, mortgages, inheritance tax planning, and divorce/separation financial planning. Its primary clients are high-net-worth individuals and families, with additional segments for directors and partners and business owners and entrepreneurs.
The firm's distribution is entirely direct and adviser-led: prospective clients book consultations through an online form, with offices in London (HQ), Chichester, and Purley serving as client-facing nodes. Technology is not disclosed in public sources; no proprietary platform, app, or AI tooling is described, and the value proposition rests on personalised advice, the strength of the 7IM investment platform, and long-term relationship management rather than software differentiation.
Amicus Wealth generates revenue primarily through recurring advisory fees calculated as a percentage of assets under management, supplemented by transaction-linked services such as mortgages. Following 7IM's December 2023 acquisition and subsequent March 2026 merger of 7IM's private client division into the Amicus brand, the standalone Amicus Wealth Management entity advises 6,800+ clients with £3.3bn AUM and 100+ team members, while the wider combined 7IM platform oversees approximately £22bn AUM with 550+ staff. Pricing is bespoke and quote-based, with no publicly disclosed tiers; the firm reports an 80% Net Promoter Score as a measure of client loyalty.
Amicus Wealth firmographics
Firmographics- Name
- Amicus Wealth
- Legal name
- Amicus Wealth Management (trading name of Seven Investment Management LLP and 7IM Investment and Retirement Solutions Limited)
- Website
- https://amicuswealth.co.uk
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Amicus Wealth is a UK FCA-regulated private wealth advisory firm (trading name of 7IM) that delivers holistic financial planning, tax optimisation, and investment management services to high-net-worth individuals, families, directors, and business owners, advising 6,800+ clients with £3.3bn AUM.
- Ownership category
- akta.pro rank
Amicus Wealth industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)
Keywords
Where Amicus Wealth is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices4 records
Markets served
Amicus Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Wealth Management Advisory Services: Amicus Wealth generates revenue through ongoing financial advisory fees, typically calculated as a percentage of assets under management (AUM). The firm provides comprehensive Wealth Management 360° services including financial planning, tax optimization, investment management, and retirement planning.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Bespoke wealth management services tailored to individual client needs and asset levels |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Amicus Wealth product offering
Product offeringCore offering
Amicus Wealth provides personalised wealth management and financial planning advisory services for individuals, families, directors, and business owners in the UK. Its flagship Wealth Management 360° offering integrates lifetime wealth modeling, tax optimisation, family office services, and investment management, supported by standalone advisory services in retirement planning, inheritance tax planning, mortgages, offshore planning, asset protection, and divorce/separation financial advice. Services are delivered through qualified financial advisers across offices in London, Chichester, and Purley under FCA-regulated parent Seven Investment Management LLP.
Product overview
Amicus Wealth offers a unified Wealth Management 360° service—a comprehensive financial planning platform combining four core components: Lifetime Wealth Model, Tax Optimisation Strategy, Family Office, and Investment Excellence. The service provides a holistic approach to financial advice, integrating client understanding, strategic planning, and tax efficiency. Supporting services include investments for income and capital growth, offshore planning, asset protection, business asset protection, retirement planning, mortgages, inheritance tax planning, and divorce/separation financial planning. The firm serves individuals and families, directors and partners, and business owners and entrepreneurs through offices in London, Chichester, and Purley.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management 360° Comprehensive financial planning service designed to support clients throughout their lives, combining lifetime wealth modeling, tax optimisation strategies, family office services, and investment excellence for individuals, families, directors and business owners.
- Investments for Income and Capital Growth Investment management service providing income generation and capital growth opportunities for clients, covering portfolio construction and ongoing investment management.
- Offshore Planning International and offshore financial planning service for clients with cross-border financial needs.
- Asset Protection Advisory service focused on protecting client assets from various risks and creditors.
- Protection of Business Assets Specialist advisory service for protecting business owners' personal and business assets.
- Retirement Planning Long-term retirement planning service helping clients achieve financial security in retirement, including pension and drawdown strategy advice.
- Mortgages Mortgage advisory service for clients' property financing needs.
- Inheritance Tax Planning Planning service to minimise inheritance tax liabilities and facilitate wealth transfer to next generations.
- Divorce and Separation Financial planning service specifically designed for clients going through divorce or separation, covering asset division and post-separation financial planning.
Quantifiable outcome
- 80% Net Promoter Score demonstrating high client loyalty and satisfaction
- +1 more outcomes
Companies that use Amicus Wealth
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
Amicus Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Amicus Wealth partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- 7IM (Seven Investment Management LLP)core7IM acquired Amicus Wealth in December 2023 and subsequently combined its private client division with Amicus Wealth to form 'Amicus Wealth Management.' The integrated firm operates as part of 7IM's broader wealth management platform. 7IM is the parent company providing scale, investment infrastructure, and regulatory framework. Amicus Wealth Management is a trading name of Seven Investment Management LLP and 7IM Investment and Retirement Solutions Limited.
Scale indicators8 records
Recent moves7 records
Expansion highlights5 records
Amicus Wealth competitors and assessment
Company assessmentBroad incumbents
- St. James's Place: Largest UK wealth manager with £150bn+ AUM, providing advice-led wealth management to HNW and mass-affluent clients. Comparable in client segment and AUM-fee model but operates at much greater scale through its restricted adviser network.
- Schroders Personal Wealth: UK wealth management joint venture between Schroders and Lloyds Banking Group serving HNW and mass-affluent clients with financial planning and investment management. Comparable in target segment and service offering; broader incumbent given Schroders' institutional scale.
- Cazenove (Schroders Private Bank): Private banking and wealth management arm of Schroders providing investment management and wealth structuring to UK HNW/UHNW clients. Comparable holistic offering and HNW client base, though with a private-bank overlay.
Emerging players
- Wealthify: UK digital wealth manager (part of Aviva) offering low-cost robo-advice and investment management to mass-affluent and emerging-HNW clients. Relevant competitive overlap on investment management, though operating with a digital-first, lower-touch model that contrasts with Amicus's adviser-led approach.
- Nutmeg (JP Morgan): UK digital wealth manager offering ISA, SIPP, and general investment accounts with low-cost model portfolios. Adjacent competitor for the entry-tier end of Amicus's client base, representing the digital threat to traditional face-to-face advisory.
Direct peers
- Brewin Dolphin (now part of RBC Wealth Management): UK discretionary wealth manager serving HNW individuals, intermediaries, and charities with investment management and financial planning. Directly comparable to Amicus in target market, AUM-fee model, and holistic advisory service, prior to its acquisition by Royal Bank of Canada.
- Evelyn Partners: UK wealth management and professional services firm offering investment management, financial planning, tax, and estate services to HNW private clients. Closely comparable to Amicus given the integrated wealth-advisory-plus-tax-service model and similar HNW client focus.
- Rathbones Group: UK-listed wealth manager providing discretionary investment management, financial planning, and tax/estate services to HNW individuals, families, and charities. Directly comparable to Amicus in target client segment, AUM-driven revenue model, and holistic wealth advisory proposition, though at materially larger scale (£100bn+ AUM).
- Quilter: UK wealth manager offering advised and platform-based wealth solutions, financial planning, and retirement services to HNW and mass-affluent clients. Highly comparable to Amicus across client segment, service mix (advice, investment, retirement planning), and FCA-regulated UK distribution model.
- Tilney Smith & Williamson (Skipton Group): UK private client investment manager and financial planner serving HNW individuals, families, and trustees. Direct peer in HNW wealth management, financial planning, and integrated investment/tax/estate advisory services.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Amicus Wealth social profiles
Digital presenceAmicus Wealth compliance and trust
Trust signalCompliance1 record
Amicus Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Amicus Wealth leadership team
Management profileNumber of profiles
Amicus Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Amicus Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Amicus Wealth
What does Amicus Wealth do?
Amicus Wealth provides personalised wealth management and financial planning advisory services for individuals, families, directors, and business owners in the UK. Its flagship Wealth Management 360° offering integrates lifetime wealth modeling, tax optimisation, family office services, and investment management, supported by standalone advisory services in retirement planning, inheritance tax planning, mortgages, offshore planning, asset protection, and divorce/separation financial advice. Services are delivered through qualified financial advisers across offices in London, Chichester, and Purley under FCA-regulated parent Seven Investment Management LLP.
Is Amicus Wealth a public or private company?
Amicus Wealth is a private company. It is classified as corporate owned and is currently operating.
When was Amicus Wealth founded?
Amicus Wealth was founded in 2001. It employs 11 to 50 people.
Where is Amicus Wealth based?
Amicus Wealth is headquartered in London, United Kingdom, in the Europe region.
How does Amicus Wealth make money?
One revenue line is on record: wealth Management Advisory Services.
Who are Amicus Wealth's main competitors?
Broad incumbents on record are St. James's Place, Schroders Personal Wealth and Cazenove (Schroders Private Bank). Emerging players are Wealthify and Nutmeg (JP Morgan). Direct peers are Brewin Dolphin (now part of RBC Wealth Management), Evelyn Partners, Rathbones Group, Quilter and Tilney Smith & Williamson (Skipton Group).
Does Amicus Wealth have an API?
No public API is recorded for Amicus Wealth.
What industry is Amicus Wealth in?
Amicus Wealth's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAABAE, Private Wealth Planning (Tax, Estate & Succession). Its NAICS code is 523940 and its SIC code is 6282.