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

What We Do

We are an Investment Manager that provides fair value in all we do.

Whether you are an Investor or a Financial Planner, we help clients achieve the future they want faster through a digital, customer centric approach across all of our services.

  • Innovative and experienced team
  • Differentiated investment proposition through a focus on Direct Equity exposure
  • Wide range of services to match client objectives
  • Competitive and transparent fee structure with a 0.55% AMC on our model portfolio range
  • Direct access to the people that are managing the money, giving key insights for clients

What We Do

We are an Investment Manager that provides fair value in all we do.

Whether you are an Investor or a Financial Planner, we help clients achieve the future they want faster through a digital, customer centric approach across all of our services.

  • Innovative and experienced team
  • Differentiated investment proposition through a focus on Direct Equity exposure
  • Wide range of services to match client objectives
  • Competitive and transparent fee structure with a 0.55% AMC on our model portfolio range
  • Direct access to the people that are managing the money, giving key insights for clients

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

Contact Us

Get in touch today to see how we can help you.