Multi-Asset Class BespokeDiscretionary Investment Solutions
Digital ClientEngagement
Client FocusedService
In-HouseInvestment Ideas
CompetitiveFees
An Investment Manager
that exists for you
Our purpose is clear: to help you achieve the future you want faster, while enjoying convenience and peace of mind where the fees you pay reflect the value you get.
We are updating the outdated. O-IM is an investment manager that helps you effectively navigate your investments in the digital age. In person or online, we provide a bespoke, goal-driven, and competitively-priced service to each of our clients – without high minimum investment thresholds, stuffiness, or unnecessary paperwork.
We are led by our founder who brings over 20 years’ experience at a leading global Investment Bank. We are a team of highly experienced and award-winning investment professionals.
As reported in
Managed Portfolios
We will make investment decisions on your behalf with the aim of maximising your returns in-line with your risk appetite and agreed strategy.
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Advised Brokerage
Leveraging the same in house-research and analysis we use to manage client portfolios, we can also offer you advice on specific investment opportunities. We provide the expertise, you make the decisions.
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Investment Consultancy
We can objectively review your portfolios and offer advice on its composition.
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O-IM – Where we add value
Client-Focused
Service
Digital Client
Engagement
Multi-Asset Class
Bespoke Discretionary
Investment Solutions
In House
Investment Ideas
Protected
Client-Focused Service
Advisors have a limited number of clients
Available whenever and wherever you need us by phone, video technology, e-mail or in-person
Regular reporting, including performance reporting and tax reporting
Frequent portfolio updates, investment insights and market commentary
Digital Client Engagement
Seamless digital onboarding process
On-demand access to your Investment Account
Multi-platform support through desktop, mobile and tablet
E-signatures for documents
Multi-Asset Class Bespoke Discretionary Investment Solutions
ESG is a core principle in our investment philosophy
Dedicated Investment Manager assigned to you
Market access to active funds, passive funds, direct equity exposure, etc.
Deploying risk across asset classes, geographies and sectors enables us to achieve portfolio diversification more effectively.
Services via several wrapper options such as a General Investment Account, SIPP, ISA, JISA, Onshore and Offshore Bonds
In-House Investment Ideas
Independent research team who are dedicated to identifying investments that drive risk-adjusted portfolio returns
Using qualitative and quantitative analysis techniques
Supported by industry leading market data technology
Regular market commentary and thematic discussion papers
Protected
Authorised and Regulated by the Financial Conduct Authority
Multi-factor authentication required when accessing your investment portal to adequately protect from cyber threats
Cloud based technology with full encryption
Professional Indemnity Insurance covering our services
A leading global Custodian individually selected to responsibly safeguard and protect your assets
Fee Structure
We have developed a transparent fee schedule that we feel provides incredible value for money. The fee you pay fairly reflects the service you get from being a client at O-IM.
