Profile
Mr. Matthew C.
Yeates, CFA, is a Co-Chief Investment Officer at Seven Investment Management LLP (7iM).
He provides leadership for 7IM’s investment activities and chairs the Investment Committee.
His responsibilities span research, portfolio construction and oversight.
Mr. Yeates came to the 7iM from Brewin Dolphin where he worked as a Quantitative Analyst in Investment Research.
He holds a degree in Economics from University College London and is both a Chartered Financial Analyst (CFA) charterholder and a Certified Financial Risk Manager.
Matthew Christopher Yeates active positions
| Companies | Position | Start |
|---|---|---|
Seven Investment Management LLP
Seven Investment Management LLP Investment ManagersFinance 7IM is an active, long-term manager which employs a core and overlay approach to construct portfolios. The firm follows a 3-stage approach, strategically allocating assets, making tactical changes within the tactical overlays in client portfolios and selecting managers and securities. The 7IM Investment Management team and Asset Allocation Committee meet regularly to discuss tactical asset allocation and make recommendations for portfolio changes. | Chief Investment Officer | 2025-04-30 |
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| Private companies | 1 |
|---|---|
Seven Investment Management LLP
Seven Investment Management LLP Investment ManagersFinance 7IM is an active, long-term manager which employs a core and overlay approach to construct portfolios. The firm follows a 3-stage approach, strategically allocating assets, making tactical changes within the tactical overlays in client portfolios and selecting managers and securities. The 7IM Investment Management team and Asset Allocation Committee meet regularly to discuss tactical asset allocation and make recommendations for portfolio changes. | Finance |
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