An Investment Manager That Exists For You

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. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. Nullam cursus ante nec massa efficitur fringilla.

Multi-Asset Class Bespoke
Discretionary Investment Solutions

Digital Client
Engagement

Client Focused
Service

In House
Investment Ideas

Competitive
Fees

Managed Portfolio

We will make investment decisions on your behalf with the aim of maximising your returns in-line with your risk appetite and agreed strategy.

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.

Investment Consultancy

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

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

Seamless digital onboarding process
On-demand access to your Investment Account
Multi-platform support through desktop, mobile and tablet

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

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

No restrictions on portfolio size

Unlike other tax-efficient investments, there is no limit on the amount you can invest in AIM-listed shares. The minimum account size for the O-IM AIM portfolio is £50,000 and we recommend top-ups to be a minimum of £10,000.

No Stamp Duty

Stamp duty at a rate of 0.5% is not charged on AIM share purchases. This can further improve tax efficiency and returns for investors.

ISA Eligibility

Investors can hold BR-qualifying AIM-listed shares in an ISA. So, alongside helping to mitigate an IHT liability, the portfolios can deliver ISA tax benefits. These include tax-free dividends and no Capital Gains Tax on any investment returns. Additionally, if you have an existing ISA, you can transfer the current assets into the AIM portfolio.

The Investment Opportunity

The AIM market attracts companies that are growing, operating in new sectors, innovators in their industry, as well as established and profitable companies. This combination offers opportunities for strong investment returns over the medium to long term.

Simplicity and Control

Trust planning can sometimes be complicated and often means relinquishing control of your assets. The same could be said about gifting assets. This can cause problems if personal or tax circumstances change. One of the benefits of the O-IM AIM Portfolio is that the assets are held in an account that you can access anytime and withdraw funds if necessary.

2 years v 7 years

Traditional IHT solutions such as gifts or trusts require a seven-year period to benefit from full IHT relief. However, AIM shares that have been held for two years and qualify for BR, could benefit from up to 100% IHT relief if still held at the time of death.

Should the investment case for a company we hold in the portfolio change, we can sell that investment, and if the proceeds are reinvested into another qualifying AIM share within a reasonable time, you may retain the right to the BR. This means that your portfolio is actively managed and retains flexibility.

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An Investment Manager That Exists For You