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.