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.

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 […]

MiFID2 and PRIIPS – do these new regulations benefit charity investors?

In more than 40 years as an active investor, I have experienced a progressive tightening of the regulatory environment, sometimes long overdue, in the case of RDR, and sometimes completely misconceived. In the case of MiFID2 and PRIIPS, both introduced in January 2018, investors must decide whether these new regulations, the size of seven Bibles […]

Evolution Investing

The OLIM Charity Conference 2018

Following the success of the OLIM Charity Conference in 2017 we are delighted to invite all charity trustees and those interested in the sector to join us at this year’s event. ‘Charity Trustees in a Changing World’ Date: Tuesday 22 May Venue: The RAC, 89 Pall Mall, St James’s, London SW1Y 5HS Time 10:00 – 14:30 […]