Those Eureka Moments 2015.indd

THOSE EUREKA
MOMENTS
INFORMATION // JANUARY 2015
It must be in our D.N.A. - we are constantly looking to improve our offering for professional intermediaries and their
clients. By bringing our institutional investment disciplines to the retail market we have shown a consistent ability to
reduce risk, reduce volatility, reduce cost and provide predictability of returns.
We also have a growing reputation for excellent service throughout our business, together with leading edge
advances with the 7IM Platform.
All of these qualities have been recognised in a variety of accolades. Whilst we don’t court awards it is always very
encouraging to receive such recognition from those who use our services.
RAYNER SPENCER MILLS RATINGS AWARDS
MONEYFACTS AWARDS
7IM won the “Most
Progressive Fund Group”
award at the 2014 Rayner
Spencer Mills Research
annual awards in
Harrogate.
After a rigorous process
combining the analytical
expertise of the Investment Life
& Pensions Moneyfacts research
team and the opinions of its
IFA readership, 7IM have been
awarded the highly sought after
Innovation award for 2014 for
our ‘game-changing’ 7IMagine
app, developed in association
with precious blue dot Limited.
RSM are one of the most influential fund rating agencies
and it is pleasing to have our innovation recognised in this
way.
FINANCIAL ADVISER SERVICE AWARD
Thousands of financial intermediaries
have given their verdict on the service
they receive from the providers they
do business with – and awarded
7IM a Five Star Service Award for
Investments.
Pictured below are Rana Roushdi
and Jen Lang from 7IM’s Asset
Management Team accepting
the award from Richard Eagling,
Editor of Investment Life &
Pensions Moneyfacts and MC Jon
Culshaw.
Pictured below with the award is 7IM’s Head of
Relationship Management - Stewart Sanderson.
In 2011, we also picked up their 5 Star award for the
Investment Providers & Packagers’ category.
Previously, we’ve also won the Moneyfacts Best Multi
Manager Provider award in 2013, 2012, 2010, together
with winning both Best Wrap Platform and Best
Investment Service in 2011.
ABERDEEN UK PLATFORM AWARDS
DEFAQTO 5 STAR RATING
We have also been awarded Best
Investment Management Platform in
2014 - it is the fourth time we have
won this award in six years since their
inception in 2009.
Pictured below are 7IM’s Verona
Smith, Head of Platform receiving the
award from Steve Gazzard, chairman
of judges, CEO - IFP and the award
sponsor, Scott Sinclair, editor of
Professional Adviser and MC Kate
Silverton.
Our 7IM Discretionary Fund Management Service gained
these prestigious ratings from Defaqto, a leading UK
independent financial research company, in 2012, 2013
and 2014.
The 7IM Platform Service also gained Defaqto’s new
Gold Award for 2013/14, to add to the 5 Star Ratings the
service received in 2010, 2012, and 2013.
FT ADVISER.COM ONLINE SERVICE AWARDS
• Rated by financial advisers,
the Five Star rating has been
awarded to the 7IM Platform for
excellent service in 2010, 2012
and 2013.
• We were awarded 5 Star
Investment Provider in 2014.
AND LOOKING FURTHER BACK...
7IM were also thrilled to win the 2013 Leading Innovation
Award at the Aberdeen UK Platform Awards for 7IMagine.
In 2012 we were also awarded Best Platform of the Year.
We have always developed our platform based on the
feedback we get from our users, so these awards are
particularly valued.
WEALTH ADVISER AWARDS
in 2014, 7IM were very proud to
collect an award from Wealth
Adviser in recognition of 7IM being
voted “Best UK Clients Team” for
service.
These awards are voted for by
their online readership of in
excess of 17000 people.
• The 2013 Professional Adviser Award for Best
Outsourced Investment Solution for Advisers.
• Six 5 star ratings from F&TRC and Money Marketing for
specific elements of the 7IM Platform offering in 2011.
• The Fast 50 Investment Manager of the Year in 2011
from New Europe Magazine.
• The prestigious Financial Times and Investors Chronicle
Awards Best Cautious Manager in 2009. • The Best Intermediary Platform Proposition 2007 &
2008 and also the Best Discretionary Platform Service
Award 2007 from Adnitor, given in association with CWC
Research.
Whilst we don’t like to think of ourselves as part of a financial version of the X Factor,
we are very excited that our continuing programme of innovation in both products and
service will lead to further benefits for our clients. We are hugely appreciative that
our efforts have been recognised, not only by our clients but also our peer group in
the financial services industry. And I’m really pleased that there is more innovation to
come.
Justin Urquhart Stewart, 7IM Co-founder
For more information call 0207 760 8777 or visit www.7im.co.uk
Seven Investment Management LLP is authorised and regulated by the Financial Conduct Authority. Member of the London Stock Exchange.
Registered office: 125 Old Broad Street, London. EC2N 1AR. Registered in England and Wales No. OC378740.