In a world of macroeconomic stress, geopolitical uncertainty and political unrest, clients need a manager who is not only a proven original thinker but also with the courage to meaningfully position portfolios to take on the challenges investors face.
WELCOME TO ODEY WEALTH
Odey Wealth is an independent boutique wealth management firm
We offer discerning investors active portfolio management, focused on absolute returns, driven by original thinking and independent in-house research. With offices in London and Guernsey we offer both onshore and offshore services.
WHO WE ARE
Portfolios built on first principles
Odey was established by Crispin Odey in 1991 to focus on active fund management at a time when the industry was obsessed with investment indices. Crispin was determined that original research and rigorous analysis should drive the investment process. We feel this even more keenly today as investment houses are too big and process-led to adapt to changes in world economies. We remain committed to these principles: our Portfolio Managers build portfolios from first principles using judgment and primary research to set asset allocation, to understand industrial cycles, and to select stocks. Crucially, our portfolio managers are heavily invested in the strategies we run.
Odey Wealth was launched in 2008 with the opening of our Guernsey office to manage portfolios for offshore private clients by combining Odey’s proven asset allocation skills with the portfolio construction expertise of our team in Guernsey. In 2010, our London office opened its doors to bring that same expertise to UK residents.
Odey Wealth is part of the Odey Group which also includes Odey Asset Management and Brook Asset Management.
For two decades I have worried that private clients do not get direct access to the top investment talent. With the burden of regulation and administration, most managers prefer large (and preferably silent) institutional clients. We think differently and have found that our approach suits owners of capital well.
Crispin Odey, Odey Group Founding Partner
RECENT AWARDS & RECOGNITION ACROSS THE ODEY GROUP
NEWS & INSIGHTS
Swimming Fast Upstream: Q&A with Odey Asset Management & Citywire
In a recent Q&A with Citywire, Odey and Brook Fund Managers sat down with Citywire to discuss their respective strategies, how they are positioned, and how they take a ‘belt and braces’ approach when using the firms internal research team to uncover the best ideas the equity market has to offer.
WHY ODEY WEALTH
Conviction investing for private clients
We are willing to take a view for our clients
Our Portfolio Managers are heavily invested in the portfolios they run so their interests aligned with those of our clients.
We have the ability to make returns whatever the weather
Our clients do not expect us to simply deliver index returns or to rely solely on strong equity markets. We focus on absolute returns and chase this with active portfolio management. We achieve this with a flexible approach to asset allocation and can use short positions to take advantage of difficult markets.
We have one of the best research teams in the industry
Our reputation in the market allows us to attract the best research talent out there and our analysts have spent their careers becoming some of the top in their sectors. Our portfolio managers are not afraid to take a concentrated positions in our highest conviction ideas in order to make them count in clients’ portfolios.
We have reputation for being contrarian
As a boutique firm, we are more agile than our competitors and are nearly always ahead of the herd. This has given us a reputation for being contrarian investors.
We don’t offer your average portfolio
It is a lesser known truth that large investment firms running many billions in AUM are too bulky to participate in the more interesting, smaller and unresearched areas of the market. Our smaller size gives us an edge allowing us to discover exciting opportunities unlikely to appear on the radar of our competitors.
We believe in face-to-face customer service
We believe a personal service is key when it comes to investments. Clients have direct access to a dedicated Investment Director and we make sure they have time for you. We report to our clients quarterly and provide online access to valuations.
BECOMING A CLIENT
What to expect when becoming an Odey Wealth client
Becoming a client of Odey Wealth is an important and long-term commitment both for you and for us. You need to decide that our investment approach suits you and we need to understand your circumstances and ambitions to invest appropriately for you.
1. GET IN TOUCH
The first step is to get in touch and arrange a face-to-face meeting with one of our Investment Directors – please call +44 207 208 1414.
2. WE LEARN ABOUT YOU AND YOU LEARN ABOUT US
It is your capital. To perform well for you, we invest time to understand your specific circumstances, aims and ambitions. It is important that you understand our investment approach too and what we mean by risk. This is an important and long-term commitment, and we want you to be sure that our approach is right for you.
3. OUR PROPOSAL TO YOU
From here we will consider all the financial information provided and propose how we would invest your savings. We will include full details of our costs and charges. You must then decide if our approach and proposal suits you.
4. BECOMING A CLIENT
Signing the documents is just the start of our long journey together. Our objective is materially to improve your financial circumstances over the long term.
SUPPORTIVE RELATIONSHIP WITH ODEY WEALTH
Dedicated Investment Director
Access to Odey market views
Secure online valuations
Quarterly valuations with relevant market commentary
MEET THE TEAM
Your Dedicated Investment Team
We believe in providing the highest quality service for our clients. When it comes to investments we understand that communication is key and so we make sure that the we are always readily available. Within the team, each client has a dedicated Investment Director to contact whether this is by email, post, phone or face-to-face.
Odey Wealth Management UK
18 Upper Brook Street,
Odey Wealth Management C.I
Lefebvre Street, St Peter Port,
Guernsey, GY1 2JP