Jason Stather-Lodge

Spear’s Review

‘My approach to advising clients is threefold,’ says OCM founder, CEO and CIO Jason Stather-Lodge. ‘Clarity in strategy, value in regard to charges and delivery on performance.’

A former military engineer who founded OCM with his wife, Maggie, in 2004, Stather-Lodge now sits at the helm of a wealth management firm reporting on almost £800 million of clients’ assets.

As a family-run business, OCM attracts other successful families, family offices and entrepreneurs, Stather-Lodge notes. ‘The personal touch that we have with clients and being able to show intergenerational planning ourselves is, I think, really special to what we do.

‘We emotionally and financially buy into [our investments], and we’re invested the same as clients are. So, definitely, our money is where our mouth is.’

Adviser Profile

Jason Stather-Lodge is the founder, CEO and Chief Investment Officer of OCM Wealth Management, and is a qualified Chartered and Certified Financial Planner, Investment Manager and Tax Specialist. He first started the business in 2004 and has worked tirelessly over the past years to create what OCM has become today.

With nearly 30 years’ experience in Wealth Management and managing the affairs of wealthy families, he is widely recognised as one of the UK’s leading Wealth Managers and was delighted to have received the award for ‘Wealth Management CEO of the Year’ at The City of London Wealth Management Awards 2021.

OCM has evolved from a bespoke IFA service with integrated tax planning and asset management services to a comprehensive Family Office service. ‘Our clients are looking for someone who understands their needs, where they are in the world and how they can manage that wealth, mitigate taxes and build an intergenerational plan. Most importantly, all families are looking for someone that they can trust and also someone who makes being wealthy fun.’

Stather-Lodge remains steadfast in his view that OCM will stay a firm that is ‘Independent’. He states, ‘We are a family business, run by a family with a clear succession plan, and we have the same taxation, succession and asset management issues our clients have. As such, we manage our clients in the same way we manage our wealth.’

OCM is managed on a day-to-day basis by Stather-Lodge, his wife, Maggie, and his daughter, Charlie, along with a very competent senior management team. He considers all of them to be part of his wider family, and they are all united in their focus on delivering an old-fashioned service to the firm’s clients, ensuring that all clients feel the ‘OCM Love’. He spends the majority of his time working in the family office division with family office clients, as well as providing clear oversight.

Rank: Top Flight