IFA support services provider threesixty has announced the appointment of Seven Investment Management (‘7IM’) as its first ‘Affiliated Platform’.
IFA support services provider threesixty has announced the appointment of Seven Investment Management (‘7IM’) as its first ‘Affiliated Platform’.
threesixty is developing strategic partnerships with a number of wrap platform providers that have a long term future in the IFA market and who will facilitate an improved level of service for both IFA firms and their clients.
threesixty Partner Phil Young commented: “threesixty has been monitoring wrap and platform providers closely for over 18 months. The first key piece in the jigsaw for us was to find a platform that offered an outsourced investment solution for intermediaries through a discretionary service. This can service the key high net worth segment of an IFA’s client bank. We are delighted to be working with 7IM.
“The fact that 7IM offers three key services – discretionary services, multi-manager and wrap – all within the one platform, and the high regard with which our existing IFA clients clearly hold them, made it an ideal partner. 7IM has a fantastic reputation with those of our clients who already using its platform and that is hard to ignore right now. A track record for great service delivery is difficult to find and yet so important to IFAs.”
7IM offers true independence with its open architecture platform providing an extensive selection of tax wrappers and the widest range of eligible securities, including institutional class funds, and globally-listed securities, structured products, hedge funds and others.”
Tom Sheridan, Chief Executive Officer of 7IM, commented; We are delighted to be working with threesixty as a wrap and platform provider. We believe we are a perfect fit with threesixty with our mutual emphasis on independence, high service levels and focus upon supporting IFAs’ businesses to their clients.”
The affiliation with 7IM is the first in a series of announcements from threesixty on a number of key strategic partnerships that will form threesixty’s wrap proposition.