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Multi-Asset Class Bespoke
Digital Client
Client Focused
In-House
Competitive
We partner with you to provide the support and expert investment services that your clients deserve.
We understand that accessibility, transparency and communication are key in enabling you to provide the best service for your clients and this is reflected in the range of services we offer, how our fees are structured and the technology we have invested in to provide the best proposition for you.
We understand how important transparency and the ease of accessing information is to you and your team.
We created O-IM to provide an alternative to traditional fund managers through easy to use technology and streamlining processes.
You need the right information at the right time to be able to be effective with clients. This is why our processes are fully digital, from client onboarding to ongoing reporting.
We believe clients invest for a purpose and that purpose is unique to every investor.
Our proposition is conscientiously designed to enable each of your clients to align their investments to their, and their family’s, investment objectives.
At each stage of a client’s life, their investment objectives change. They might be seeking to accumulate their wealth during their professional lives, preserve their capital in retirement to live the life they have earned, or to protect their family wealth and efficiently transfer it to the next generation.
O-IM are here as an investment partner for clients at all stages of your client’s journey.
Our Investment Team have channeled years of experience across various asset classes and geographies to mould their ideologies into what is now the O-IM Investment Philosophy.
Led by CIO, Matthew Hull, we are passionate about identifying growth opportunities for your clients, but at fair valuations. This is why GARP is the cornerstone of our investment process.
If you want to learn more about our approach to investment, portfolio construction, risk management, and more, click the link below.
