Succession Model Portfolios powered by Seven Investment Management

We’re Seven Investment Management – or 7IM – an investment management business that helps individuals and their families manage their capital to meet their financial needs and aspirations. We look after around £10bn of their money, as well as our own, with more than 200 of our people taking care of it and them.

We’ve been around for over a decade, which means we’ve probably seen the best and worst the world can throw at us. Yet we’ve still delivered a strong investment performance consistent with what we’ve promised our clients.

We have worked with Succession since its inception nearly seven years ago and have developed a true strategic partnership with them. By focussing on cost and reliability, we work with them to provide investment solutions that meet the needs of their clients.

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