We’re Seven Investment Management, a business that helps professional intermediaries to build their businesses over the long-term. We look after over £12bn of clients’ investments, with our own money invested alongside, and have more than 250 people taking care of it all.
Our funds are managed within strict risk parameters, each with its own risk profile that work with Dynamic Planner’s processes to ensure that they are suitable for your clients and can meet their investment needs over the long-term. We work closely with Dynamic Planner, using their tried and tested asset allocation model, to blend a wide range of asset classes to meet the challenges of financial markets.
We’ve been around since 2002, which means we’ve probably seen the best and worst the world can throw at us. Yet we’ve still delivered an investment performance consistent with what we’ve promised our clients we’d try to do.