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Company

OCM Wealth Management

Position

CIO—Chief Information Officer

Index

Wealth Managers

Location

London, United Kingdom

Client types

Business owners

Entrepreneurs

Families

Sector focus

Financial Services

Wealth Management & Private Banking

Profile

Georgina Stone

Description

‘The most pivotal moment in my career so far has to be when I was promoted to Deputy CIO in 2019,’ says OCM Wealth Management’s rising star Georgina Stone, recently recognised as one of Citywire’s ‘30 under 30’ in wealth management. ‘It has taken a lot of hard work to get here, and the role does not come without challenges, but I definitely feel I’m in the right place,’ she adds.

Stone now works closely alongside OCM’s Investment Committee to construct personalised and diversified portfolios. ‘My main aim is to take the emotion and stress out of the investment process for our clients,’ she says. ‘Crucially, that means communicating frequently and openly on our strategy to give them the confidence that their capital is being looked after and well managed.’

She speaks with genuine fondness of the company and its founder and chief executive, Jason Stather-Lodge. ‘I’m proud that we’re a company that really prides itself on our client-centric approach,’ she says. ‘Which means everyone continuously working towards the goal of helping those people whose money we’re actually looking after.’

Of OCM’s house philosophy of ‘outcome-based investing’ (OBI)

– where portfolios are designed to achieve a particular return at a set level of risk for each client – she says, ‘We take a top-down approach based on macroeconomic themes and fundamentals, tilting the allocation based on the positioning within the market cycle. By rotating assets based on cycle positioning, we also aim to achieve the agreed outcome at a lower level of volatility than the benchmark.’

Of course, when Stone began her new role, she had no idea she was only a matter of months from one of the most dramatic market sell-offs in recent history. Like many in the investment world, it’s a period she’s unlikely to forget. ‘As soon as the sell-off began, we took swift action to preserve client capital as virus cases escalated, before re-entering markets on the recovery at levels 10-15 per cent lower than those we sold out at,’ she says. ‘This action put us – and, of course, our clients – in a very strong position compared to peers who rode the full volatility of the market.’

Prior to joining OCM, Stone held previous roles as an investment analyst at the US-based Raymond James and as a commercial analyst at the retail outlet Homebase (where she was involved in the £75 million takeover by restructuring firm Hilco Capital). She holds the CISI’s Level 4 Investment Advice Diploma alongside the CII’s Diploma in Financial Planning, and is working towards the Chartered Financial Analyst (CFA) designation.

Rank: Recommended

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