Allocations adapt as priorities shift between growth, income and preservation.
Asset Management
A smarter approach
to asset management
OCM has delivered, refined actively managed portfolios, that adapt to markets while remaining anchored to your long-term objectives by:
- Proactively Managing your Portfolio
- Offering Multiple Strategies with Different Objectives
- Looking at Everything Holistically
For over 22 years, OCM has remained consistent in delivering client-focused asset management strategies. Today, we offer a diverse range of portfolios designed to meet the varying needs and aspirations of every client. At OCM our asset management philosophy is built on discipline, structure and active oversight.
Through our discretionary permissions, we manage portfolios in-house, allowing us to respond proactively to changing market conditions while keeping your long-term objectives at the centre of every decision
Portfolio Solutions
We offer a range of discretionary investment strategies designed to align with different objectives, time horizons and risk profiles.
Ultra Cautious
100% money market exposure, designed to deliver returns in line with the Bank of England base rate.
Volatility Managed
(Dual Mandate)
A capital preservation-focused approach balanced with outcome delivery.
Long Hold Income & Growth
(Single Mandate)
Designed for full market participation and long-term growth.
Balanced, Growth & Adventurous
Increasing exposure to equity markets for clients with longer time horizons and higher risk tolerance.
AIM Portfolio
A concentrated, higher-risk strategy offering potential tax advantages on death.
Additional Portfolio Options
Including low-cost portfolio variants, ESG investment options, and bespoke portfolio construction where appropriate.
Explore Our Investment Strategies
Learn more about how our portfolios are structured and how they have performed over time.
Download BrochureInvestment Strategies Doc
How We Deliver Client-Focused Investment Outcomes
Our approach to deliver client focussed returns combines:
- A clearly defined “House View”
- Risk profiling using Finametrica
- Age and time-to-retirement considerations
- Ongoing review and tactical asset allocation
We have a diverse range of portfolios suiting short, medium and long-term requirements and it is common for clients to use them together as seperate building blocks within their portfolios.
Our Investment Framework: The House View
Our House View reflects our assessment of global economic conditions, geopolitical developments and market valuations
Asset allocation is actively adjusted as required to balance:
- Capital preservation
- Wealth creation
- Income generation
For Example
The current House positioning blends wealth creation and preservation strategies, allocating across Long Hold and Volatility Managed portfolios to achieve a disciplined balance of risk and return. Clients can choose to follow the House strategy, allowing allocations to be rotated up or down the risk spectrum in line with both market conditions and their agreed risk score, and when the house view goes above their risk score they will stop and stay at a level they are aligned to.
Ongoing Governance & Review
We review our House View throughout the year and communicate changes clearly to clients. If you choose to follow the discretionary House strategy, allocations may be adjusted automatically in line with:
Market conditions
Tactical adjustments reflecting economic trends, valuations and geopolitical developments.
Your agreed risk profile
Portfolio allocations remain aligned with your assessed risk tolerance at all times.
Your stage of life
Every change is documented and justified as part of our ongoing governance process
Investment Strategies Aligned to Your Life Stage
Asset allocation is not based on risk alone.
For clients approaching retirement, or within five years of taking income, portfolios are adjusted to integrate greater capital preservation and income focus
For those in accumulation, portfolios can prioritise long-term growth, subject to risk tolerance and objectives. This ensures your investment strategy evolves as your circumstances change.
Build a Disciplined
Investment Partnership
At OCM, investment management is structured, research-led and risk-aware — not reactive or speculative. Our goal is to deliver a balanced approach to capital preservation and long-term wealth creation, aligned with your personal objectives.
