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Our advised proposition is built around your client’s objectives. Whether they are seeking to accumulate wealth, preserve wealth or pass their wealth down to their beneficiaries, we have a service that enables them to achieve this.
We believe investing is a way for clients to achieve the best future they want for their families and therefore our services are designed to easily enable clients to identify the best solution for them.
Wealth Accumulation
Risk-Rated Model Portfolio Services
The O-IM MPS range covers, a wide variety of investment objectives and risk profiles, enabling clients to work closely with you to select the best fit for them.
Each of our seven portfolios has a varying blend of equity and fixed-income exposure to enable us to create a risk-range from capital preservation focused, through to a 100% global equity portfolio.
Wealth Succession
Clients seeking to shelter their capital from IHT and pass down their wealth to the next generation can do this by utilising a portfolio of Business Relief qualifying companies listed on the Alternative Investment Market (AIM).
The Benefits of an AIM portfolio
*DEPENDENT ON INDIVIDUAL CIRCUMSTANCES
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2 years v 7 years
Simplicity and Control
The Investment Opportunity
ISA Eligibility
No Stamp Duty
No restrictions on portfolio size
2 years v 7 years
Simplicity and Control
The Investment Opportunity
ISA Eligibility
No Stamp Duty
No restrictions on portfolio size
AIM Portfolio
AIM investment is highly tax efficient. AIM shares that have been held for two years and qualify for business relief avoid 40% inheritance tax if held at time of death.
The O-IM AIM Portfolio Service invests in long-term growth opportunities via a portfolio of carefully selected AIM-listed equities. Each company has been thoroughly researched by O-IM’s team, approved by its Investment Committee, and presents a compelling investment case. The portfolio aims to balance the risk associated with AIM by including more robust and value-based companies.
Financial advisers can offer the service to their own clients via a wide range of wrap platforms.
Socially Responsible Investing
The World Change Portfolio contain companies that are driving a significant change in our world. This portfolio is focused on some of the most pressing topics that face us today – Climate Action, Sustainable Sustenance, Health & Well-being, and Efficient Systems.
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The Thinking Forward Portfolio contains companies that are changing their business model to improve their Environmental impact, Social impact and standards and improve their Corporate Governance. These companies may be established firms that have demonstrated a strong commitment to
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The Improving Tomorrow Together Portfolio will look at the most pressing topics that drive positive change in our world. This portfolio will offer exposure by investing in funds which have investment objectives that are aligned with out key ESG principles or are driven by specific future trends.
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O-IM offers three types of ESG portfolios
- Our three portfolios address impact investing and ESG goals.
- They are managed using the same thorough approach to research, asset selection and portfolio construction that differentiates O-IM from other discretionary fund managers.
- Our research team goes beyond simple screening and mitigates the risk of greenwashing to meet each client’s specific SRI objectives.
Bespoke Portfolio
O-IM is here to offer you our support and expertise in managing bespoke portfolios for clients with specific or niche investment objectives.
If you are working with a client that has a specific interest or objective they wish to achieve and it is not obtainable through our MPS services, please reach out and we would be happy to explore a bespoke arrangement to enable you to provide this service for your client.
