OCM Wealth Management
CEO—Chief Executive Officer
Northampton, United Kingdom
Wealth Management & Private Banking
Sports & Leisure
‘My approach to advising clients is threefold,’ says founder and CEO 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 heads up a firm reporting on some £790 million of clients' assets, of which around £540 million are managed on a discretionary basis. This includes 450 families and trusts dealing directly with Stather-Lodge and his colleagues, as well as another 375 from third-party IFA firms who use the firm’s discretionary portfolio services via its asset management division.
‘Our clients are looking for someone who understands their needs,’ Stather-Lodge stresses. ‘Most importantly, they are looking for someone who cares.’
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.
The firm currently reports on some £790 million of clients' assets, of which around £540 million are managed on a discretionary basis. This includes 450 families and trusts dealing directly with Stather-Lodge and his colleagues and 375 from third party IFA firms who use OCM's discretionary portfolio services via its Asset Management division.
With over 25 years' experience in Asset and Wealth Management, 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 an integrated tax planning service to a full Discretionary Fund Management service. 'Our clients are looking for someone that understands their needs, where they are in the world and how they can either get to the next level or consolidate their present position. Most importantly, they are looking for someone who cares.'
His 'Outcome-Based Investing' (OBI) approach aims to manage the entirety of a client's financial affairs in a way that delivers an annualised return appropriate to their needs, circumstances, and risk profile. OBI emerged to counter what Stather-Lodge saw as an assumption that clients were expected to blindly invest their money and trust their adviser to make the most of it. Clients' experiences were negative, volatility was high, and outcomes were being missed. OBI was intended to counter these trends and restore the old ethos of 'focusing on the client'.