Seven Investment Management
Jeremy joined 7IM as a private client manager in 2014 from Barclays Wealth & Investment Management, where he worked as a banker looking after the investment, credit and banking needs of wealthy clients.
Prior to Barclays, he spent nine years in a similar role at RBS Private Bank, with a particular interest in trust planning. He has over 30 years' experience and is a Chartered Member of the Chartered Institute for Securities and Investment and holds a Level 6 Private Client Investment Advice and Management qualification.
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Seven Investment Management
Seven Investment Management (7IM) is an investment management business that helps individuals, their families, and advisers to manage their capital to meet their financial needs and aspirations.