O-IM

An Investment Manager that exists for you.
Authorised and regulated by the FCA, FRN 941150.

[O-IM @OIM_UK]

Investing and Financial Planning in general is a hugely personal endeavor.

What stage of life are your clients and how can we support you to help them achieve their investment objectives?

#FinancialPlanning #InvestmentManagement #GoalsBasedInvesting

[O-IM @OIM_UK]

Is Financial Wellness an opportunity for Financial Planning firms to stand out and connect with the next generation of clients?

@tom_hind explores!

#ThoughtLeadership #NTFOWM #FinancialPlanning #WealthManagement

https://t.co/UtDjLRniSV

[O-IM @OIM_UK]

O-IM Level 6 is our 'High Risk' portfolio that has a 97.2% allocation to equities. The portfolio highlights our team's expertise in direct equity exposure and generated a 3.48% return over the month.

Let's take a closer look!

Capital at risk.

[O-IM @OIM_UK]

Check out the latest article featured in @nucleuswrap from BD Director, Tom Hind.

As we approach the end of the 23/24 tax-year, we also reach a significant milestone: 25-years of the Individual Savings Account (ISA).

#investment #taxyearend

https://t.co/CgR0kKSd8Q

[O-IM @OIM_UK]

With the Spring Budget to be announced today and Tax-Year End fast approaching, we take a look and the history and upcoming changes for one of Financial Planning's most frequently used tools: the Individual Savings Account (ISA).

Check it out!

[O-IM @OIM_UK]

Have you seen our '5 Reasons to Work With O-IM' summary yet?

Which one is the most important to you?

Take a look and get in touch!!

#FinancialPlanning #FundManager #InvestmentManagement

[O-IM @OIM_UK]

How can AI unlock hyper-personalisation in Financial Planning?

BD Director, Tom Hind, explores in the latest 'Navigating the Future of Wealth Management' blog piece.

#AI #FinancialPlanning #Technology

https://t.co/KIz02C5XDr

[O-IM @OIM_UK]

WMW: The UK and US released inflation data last week, with two very different surprises, whilst the UK economy officially fell into a recession. US Treasury yields felt the impact of the CPI release, whilst European industrial production shocked markets.

https://t.co/rLbFE0v86I

[O-IM @OIM_UK]

Empowering Advisers to provide the best service they can to their clients is at the core of our proposition.

As as adviser, what do you need from your Investment Management partners?

[O-IM @OIM_UK]

Weekly Market Wrap this week covers the S&P 500 hitting an all time high, breaching 5,000 for the first time and finishing the week 1.37% higher.

https://t.co/DFtDjezYuO

[O-IM @OIM_UK]

ISA season continues to approach and whilst ISA planning is bread and butter planning, it is important to remind ourselves of the various ISA planning opportunities out there.

From Annual Allowances to APS, we can support you. Get in touch to explore this further.

[O-IM @OIM_UK]

Weekly Market Wrap this week as both the Bank of England and the Federal Reserve announced their latest interest rate decisions last week, whilst headline and core inflation data from the Eurozone was released.

https://t.co/IfzcKrRWUv

[O-IM @OIM_UK]

Have you heard of 'Insourcing'?

Insourcing provides an alternative solution and a different approach to working with a DFM.

Have you considered this approach for your business?

[O-IM @OIM_UK]

The Weekly Market Wrap looks ahead to key central meetings later this week, with both the Bank of England and the Federal Reserve set to announce their latest rate decisions. https://t.co/2EBaseL5qo

[O-IM @OIM_UK]

Here are some ways we can support advisers achieve the best outcome for clients:

🎯 Model Portfolio Services on Platform
🔨 Support building your own Central Investment Proposition
🔍 A bespoke investment solution for specific clients

Reach out to explore this further.

[O-IM @OIM_UK]

Last week, we identified '5 Key Reasons to work with O-IM' but how do we manage money?

Well this week we focus on the investment proposition and highlight 5 key aspects of our Investment Philosophy 📈

Combining these elements together produces the O-IM Investment Approach.

[O-IM @OIM_UK]

The Weekly Market Wrap this week covers an all-time high for the S&P 500 with AI continuing to drive returns for investors last week. Meanwhile in Europe, inflation figures surprised in the UK and we eagerly await ECB rate decisions.

https://t.co/R74lCT3R8P

[O-IM @OIM_UK]

ISA planning is at the forefront of adviser's discussions with their clients.

Utilising allowances is key but it is also an opportunity to ensure a portfolio is primed for growth by combining Passive and Active strategies.

Is this something you are doing for clients?

[O-IM @OIM_UK]

The Navigating the Future of Wealth Management Blog piece is back for 2024!

BD Director, Tom Hind, predicts the key themes of Financial Planning discussions of 2024.

What do you think are going to be the key themes of the year ahead?

https://t.co/WqZ5aPbZls

[O-IM @OIM_UK]

Weekly Market Wrap this week as markets reacted to strong GDP, employment and inflation data however good news continues to be seen as bad news in light of central bank monetary policy.

https://t.co/71x4zWYUWh