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

Meet the Team

Angela Lascelles

Angela Lascelles co-founded OLIM in 1986. She has been professionally engaged in investment since graduating in philosophy from London University. She has worked for both the Associated British Foods and Courtaulds Pension Funds. At the latter she managed the UK and Overseas bond portfolios and a major part of the UK equity portfolio. Since the formation of OLIM she has focused on managing equity portfolios. She is also responsible for our bond holdings.

Simon Jaffé

Simon manages both equity and balanced portfolios at OLIM. Simon began his investment career as an equity analyst in 1995 before becoming a fund manager in 1998. He spent six years at F&C where he managed a range of UK and pan-European portfolios for institutional clients. Immediately before joining OLIM, Simon co-managed the £4bn UK value fund at Morley. Simon holds a BSc (Econ.) 1st class and an MSc (Econ.) both from the LSE as well as an MSc in Finance with a Distinction from the LBS. He holds the IIMR qualification and is a member of the CFA Institute. Simon is both a Director of OLIM and a Partner of Albion Capital Group LLP.

Andrew Impey

Andrew is responsible for managing both equity and balanced portfolios at OLIM. He has over thirty years’ experience as a fund manager and has managed a broad range of funds. Prior to joining OLIM in 2009, Andrew was Chief Investment Officer at Singer & Friedlander Investment Management and also managed charity portfolios and private unit trusts. Earlier in his career Andrew worked at Dresdner RCM, River & Mercantile Investment Management and Strauss Turnbull & Co specialising in UK small and mid cap equities.

What investment risks do your trustees need to consider?

The Charity Commission recognises that the purpose of a financial investment is to deliver a good return by taking an acceptable level of risk as these returns will help charities to achieve their stated aims. Andrew Impey, portfolio manager at OLIM offers a guide to charity trustees for reviewing risk.

Value investing in 2018: Defence will be as important as the offence

Globally, we are now almost ten years into a period of extremely lax monetary policy which has achieved modest economic growth, skyrocketing prices with little, or in some cases, no deleveraging of debt burdens, writes Simon Jaffé, portfolio manager at OLIM.

Close OLIM UK Equity Income Fund

How trustees should be achieving investment oversight

ANDREW IMPEY, a director and portfolio manager at OLIM offers a guide to charity trustees for meeting their investment responsibilities.