About 7IM
7IM is a Financial Services company based in London (United Kingdom) founded in 2002, and was acquired by Lync Wealth Management in September 2025. Investment management and financial planning services are provided by 7IM. 7IM has completed 4 acquisitions, including Amicus Wealth, Eastcote Wealth Management and Partners Wealth Management. Its chief executive, as recorded, is Dean Proctor. Its website 7im.co.uk draws about 28 thousand monthly visits. Its focus areas include Asset Management and Financial Advisors. Its legal entity is SEVEN INVESTMENT MANAGEMENT LLP. Its competitors include Ascot Lloyd, Optiva Securities and Manx Financial Group.
Company details
7IM was established in 2002 and is headquartered in London, United Kingdom. Operations focus on the financial services sector, where investment management and financial planning are delivered to clients. The firm is led by CEO Dean Proctor. Services encompass portfolio management and advisory support, with activities centered in the UK market. The domain 7im.co.uk serves as the primary online presence for these offerings.
- Headquarters London, United Kingdom
- Stage Acquired
- SectorsFinancial Services
- Website category Finance · Accounting and Auditing
- Email••••••••
- Phone•••• ••••
- Website 7im.co.uk
- Social LinkedIn X
- Acquired by Ontario Teachers' Pension Plan (Aug 2023)
- Legal Name Seven Investment Management Llp
- Date of Incorporation 24 Sep, 2012
- Jurisdiction LONDON, UNITED KINGDOM
- InvestorsOntario Teachers' Pension Plan
& 2 more
- Investments & AcquisitionsAmicus Wealth
& 3 more
- Acquired by
Investors in 7IM
7IM has secured backing from 3 investors, including institutional and venture fund investors. Prominent investors backing the company include Ontario Teachers' Pension Plan, Caledonia and Lync Wealth Management.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Long-term returns are generated through diversified public and private investments. | 1878 | caledonia.com | London, United Kingdom | |
Pension funds focused on multiple sectors | 1990 | otpp.com | Toronto, Canada | |
Financial advice and wealth management services are provided. | lyncwm.co.uk | London, United Kingdom |
Investor details for 7IM
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People of 7IM
40 people are tracked at 7IM (27 in leadership, 13 in team).
| Name | Role | Group |
|---|---|---|
Dean Proctor | CEO | Leadership |
Rose Hargreaves | Head Of Engagement And Social Responsibility | Leadership |
Kieran McDonnell | Senior Private Client Director At Seven Investment Management | Leadership |
Joe Cooper | Head Of Investment Risk & Portfolio Analytics | Leadership |
Daniel Wood | Financial Planning Director | Leadership |
Kate Hughes | Chief People Officer | Leadership |
Martyn Surguy | Chief Investment Officer | Leadership |
Uwe Ketelsen | Head of Portfolio Management | Leadership |
Duncan Blyth | Head Of Private Client Portfolio Management | Leadership |
Ben Kumar | Head of Equity Strategy | Leadership |
Jeremy Greenwood | Team Head, Private Clients | Leadership |
Alice Onslow | Associate Director, Private Clients | Leadership |
Olivia West | Team Head, Private Clients | Leadership |
Chris Phillips | Chief Value Officer | Leadership |
Liz Paradine | Chief Operations Officer | Leadership |
Duncan Walker | Chief Financial Officer | Leadership |
Jana Sivananthan | Chief Risk Officer | Leadership |
David Little | Financial Planning Director | Leadership |
Mark Endacott | Team Head, Private Clients | Leadership |
Chris Padginton | Associate Director, Private Clients | Leadership |
20 more people are available in the full profile.
Complete people profiles for 7IM
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Investments & Acquisitions by 7IM
7IM has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Amicus Wealth, Eastcote Wealth Management and Partners Wealth Management.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth planning solutions for individuals and businesses are provided. | eastcotewealth.co.uk | Coventry, United Kingdom | 2017 | Mar 2024 | •••• | |
Financial consultancy services including will writing are provided in London. | amicuswealth.co.uk | London, United Kingdom | 2014 | Dec 2023 | •••• | |
Wealth management firm | partnerswealthmanagement.co.uk | London, United Kingdom | 2004 | Oct 2020 | •••• | |
Men's and women's footwear is designed and retailed online. | tcam.com | Edinburgh, United Kingdom | 2012 | May 2018 | •••• |
Complete acquisition details for 7IM
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Timeline of 7IM
8 dated milestones of 7IM across 23 years, from founding to its latest funding, stage changes and deals.
- Founded 7IM is founded.
- Exit Acquired by Caledonia.
- Acquisition Acquires Tcam Asset Management.
- Acquisition Acquires Partners Wealth Management.
- Exit Acquired by Ontario Teachers' Pension Plan.
- Acquisition Acquires Amicus Wealth.
- Acquisition Acquires Eastcote Wealth Management.
- Exit Acquired by Lync Wealth Management.
Competitors of 7IM
7IM has 3 listed competitors in our database. They include Ascot Lloyd, Optiva Securities and Manx Financial Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| ascotlloyd.co.uk | 2004 | Reading, United Kingdom | Provider of financial advisory services | |||
| optivasecurities.com | 1995 | London, United Kingdom | 18 | Specialist stockbroker offering innovative finance to high-growth companies and investors. | ||
| mfg.im | 1935 | Douglas, United Kingdom | Wealth management services are provided to clients internationally. |
Detailed competitors of 7IM
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Web traffic of 7IM
The website of 7IM (7im.co.uk) receives about 28.3K visits a month and ranks #736,844 among all websites worldwide, #1,844 in Accounting and Auditing.
- Monthly visits28.3K
▲ 4.7% vs previous month
- Unique visitors10.6K
per month
- Global rank#736,844
among all websites
- Category rank#1,844
Finance · Accounting and Auditing
- Bounce rate36%
- Pages per visit5.3
- Average visit2 min 58 sec
- DevicesDesktop 44% · Mobile 56%
Websites whose visitors overlap most with 7IM. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| rathbones.com | 100% | 67.9K | #601,724 | View details | |
axa-im.co.uk | axa-im.co.uk | 92% | #1,528,383 | – | |
| londonandcapital.com | 80% | View details | |||
aberdeen-asset.co.uk | aberdeen-asset.co.uk | 78% | – | ||
alliancetrusts.com | alliancetrusts.com | 75% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 34 similar websites and full traffic analytics for 7IM
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- 34 similar websites
- Audience overlap
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Top companies in Asset Management
3 companies that operate in the same segment as 7IM (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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Related news about 7Im
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Frequently Asked Questions about 7IM
7IM was founded in 2002.
7IM is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
Dean Proctor is the CEO of 7IM, as recorded in our data.
7IM was established in 2002 and is headquartered in London, United Kingdom. Operations focus on the financial services sector, where investment management and financial planning are delivered to clients. The firm is led by CEO Dean Proctor. Services encompass portfolio management and advisory support, with activities centered in the UK market. The domain 7im.co.uk serves as the primary online presence for these offerings.
7IM's top competitors include Ascot Lloyd, Manx Financial Group and Optiva Securities.
7IM has made 4 acquisitions, including Amicus Wealth, Eastcote Wealth Management, and Partners Wealth Management.
7IM has 3 investors. Key investors include Ontario Teachers' Pension Plan, Caledonia, and Lync Wealth Management.
7IM operates through Seven Investment Management Llp.
Yes. 7IM was acquired by Ontario Teachers' Pension Plan in August 2023.