Who We Work With

Who we work with

Charity Investors

Charities with more than £2m to invest can take advantage of our segregated fund management service. Alternatively the Charity Value and Income Fund is ideally suited for smaller charities with significant income needs.

Private Investors

OLIM’s investment approach can deliver both income and long-term capital growth to meet client needs.

Who we work with

Wealth Managers

We offer a range of different investment options to suit different types of clients.

Who we work with

Institutional Investors

OLIM has a long history of delivering performance and service to both Charities and Pension Funds.

About Us

OLIM is a specialist investment manager. Our portfolios vary from pure UK equity to multi-asset mandates. We offer segregated portfolios as well as a unit trust and also manage a common investment fund for charities. All portfolios are managed by one investment team using our distinctive value-oriented investment process. OLIM has been delivering impressive investment returns and a superior client service for over 30 years.

Client Mix

  • Charities
  • Funds
  • High Net Worth

The OLIM Charity Conference Slideshare

OLIM Charity Conference 2018 – Many thanks to all those who joined us at the RAC for our second conference ‘Charity Trustees in a Changing World’. The response to the event was excellent and the audience praised the quality and content of the presentations. Many attendees asked for access to the slides to share with their […]

The world’s greatest investors: Angela Lascelles

  By: Dr Matthew Partridge – as seen in MoneyWeek Magazine.      Angela Lascelles’ stockbroker father told her that she could never do what he did, as she was female. She decided to go into investment management anyway. After graduating in philosophy from Kings College London, she began as a graduate trainee at stockbroker Phillips & […]

Ten things a charity trustee should understand about investment performance

In this article I will attempt to provide a brief overview of ten concepts that I believe are helpful for understanding investment performance. The latter is often presented as a binary issue – performance is either positive or negative. However I hope that, in reading what follows, it will quickly become apparent that appraising performance […]