Clients with more than £2m to invest can take advantage of our segregated fund management service. We provide clients with two alternatives. The first option is a total fund management mandate under which clients outsource all of their investment needs to OLIM. We work with you to define an appropriate asset allocation mix as well as managing individual holdings. The second option is specialist investment management under which clients appoint OLIM to manage a portion of their assets. Clients choosing this option normally ask for a dedicated UK equity portfolio to gain maximum exposure to our expertise in this area. All segregated clients receive written reports at quarterly intervals. We will also meet you regularly to discuss the progress of your fund and future investment policy. The annual management charge for segregated portfolios is 0.5%.
Our investment approach is shaped by six core beliefs
Value: We invest where the price does not reflect fair value
Size: Small can equal greater growth potential
Fundamental: Analysis is essential
Independent: We ignore market noise and current fashions
Patient: We wait for the right time to invest
Long term: Frequent trading does not always equal good investing
Clients wishing to discuss further their requirements are welcome to contact us.
Either call one of our portfolio managers on 020 7367 5660, email us on firstname.lastname@example.org, or fill in the contact form and we will contact you.