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Multi-Asset Class Bespoke
Discretionary Investment Solutions
Digital Client
Client Focused
Investment Ideas

Objective Driven Investing


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 in their professional lives, preserving their capital in retirement to life the life they have earned, or to protect their family wealth and efficiently it it to the next generation.

O-IM are here as an investment partner for clients at all of these life stages.

Life Stages of Investors

Objective-driven or Goal-Based Investing was born out of Modern Portfolio Theory and stipulates that each individual investors attitude to risk is based on their eagerness to achieve a specified objective.

These objectives vary depending on an investors situation and may range from saving for a first house through to ensuring there is sufficient income in retirement.