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

Investment Manager

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.

Patrick Harrington

Investment Manager

Patrick joined the OLIM team in 2018 as a director and investment manager from stockbroker Baden Hill where he was Managing Partner. A highly experienced fund manager with over 25 years in the industry, Patrick has also worked for Jupiter Asset Management, Henderson Global Investors and M&G. Patrick is re-joining the team after working for OLIM from 2005-2009 and will be responsible for managing both equity and balanced portfolios.

Andrew Impey

Investment Manager

Andrew is a director of OLIM Investment Managers and a partner at Albion Capital. He is responsible for managing both equity and balanced portfolios at OLIM. He has over 30 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 was a director at Dresdner RCM Global Investors and River & Mercantile Investment Management specialising in UK small and mid-cap equities.

Patrick Harrington on UK Income – Investment Week 29 October 2018

Bull Points: Low relative valuation of UK stockmarket. The UK market provides a high yield with dividends growing strongly. Bear Points: Brexit uncertainty may continue to depress share prices. Potential impact of Labour Party policies if elected. Investors should be looking hard at UK equities – in particular, the high-yielding end of the market. According […]

Irresponsible dividend tax changes favour growth over income

The feasibility of drawing a comfortable income from the dividends paid on mid-sized share portfolios has reduced dramatically in recent years. In April 2016, the Government replaced dividend tax credits with a £5,000 dividend allowance, whereby the first £5,000 of dividend income was tax free. The change, while welcomed by those with the smallest portfolios, […]

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 […]