Tech Review: Seventh heaven?

7IM was launched in 2002 by seven financial services professionals led by Justin Urquhart Stewart and Tom Sheridan, both of whom left Barclays Stockbrokers to form the new venture. Eight years on, they are now managing and administering almost £3bn of assets with a staff of 90 (including the original seven). There are three elements to the business – discretionary management, multi-asset funds and the Platform (the latter being the subject of today’s review). 7IM’s marketing and services are clearly targeted and it makes no secret of this. If you are an adviser practice with: ...