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Liberty is delighted to announce that they have advised the management team of 7IM, a leading UK wealth manager, on its acquisition by Ontario Teachers’ Pension Plan Board (OTPP) from Caledonia Investments plc.

7IM is a client-centric, technology-driven wealth and investment manager that manages approximately £21 billion of assets on behalf of more than 2,300 financial advisory firms and 7,000 private clients across the UK.

Founded in 2002, 7IM is headquartered in London and Edinburgh, and has more than 500 colleagues across the UK. With its strong proprietary platform, multi-asset investment management capabilities, and advisory credentials, 7IM is ideally placed to continue to provide sector-leading services for UK financial advisers and clients.

Ontario Teachers’ is backing 7IM’s current management team and 7IM will continue to retain its existing strategy under the leadership of Chief Executive Officer Dean Proctor.

With UK wealth management a core focus sector for OTPP, this acquisition will provide 7IM’s management team with access to long-term capital and expertise to help execute its growth plans over the next decade, including the pursuit of organic net flows growth and M&A to drive further enhancements to its capabilities and subsequent client propositions.