You're now leaving O-IM

O-IM’s website and/or mobile terms, privacy and security policies don’t apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. O-IM isn’t responsible for (and doesn’t provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the O-IM name.

Cancel Proceed

Coming soon ...

Close
Multi-Asset Class Bespoke
Discretionary Investment Solutions
Digital Client
Engagement
Client Focused
Service
In-House
Investment Ideas
Competitive
Fees

What We Do

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We are updating the outdated.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 two founders who bring over 35 years’ experience at a leading global Investment Bank. They lead a team of highly experienced and award-winning investment professionals.

As reported in

What We Do

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.

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 led by our two founders who bring over 35 years’ experience at a leading global Investment Bank. They lead 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.

Find Out More

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.

Find Out More

Investment Consultancy

We can objectively review your portfolios and offer advice on its composition.

Find Out More

Our Brochures

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.