Why Odin?

A personal relationship.

We provide our clients with a range of products and service choices which we adapt to clients’ needs and the ever changing financial environment in which we live.

 

During the initial discussions with your dedicated Portfolio Manager, he or she will establish a clear understanding of your overall financial circumstances and investment objectives and will focus on the following principal criteria:

  • investment time horizon
  • income requirements
  • risk tolerance level and performance expectations
  • the setting of relevant performance benchmarks e.g. RPI (retail price index)
  • base currency

An outline investment proposal will then be provided to you for review/discussion as required before agreement.

We value our relationship with our clients and ensure that they receive high quality service.

NIGEL HALL

REASONS TO CHOOSE ODIN?

  • Odin is a Jersey based, fully licensed company
  • Regulated by the Jersey Financial Services Commission to conduct investment business
  • Established in 2007 by three founding Directors (see bio’s)
  • 100% owned by management team
  • Specialises in providing a bespoke portfolio management service
  • Transparent simple fee structure, no trading commissions
  • Priorities are security of client assets, high servicing standards and a risk averse business model

Active investment management

You will be kept regularly informed on the progress of your investments, either by email, telephone or periodic meetings with your Portfolio Manager.

We have built our Investment Management business by listening to our clients and being flexible, innovative, disciplined and, most importantly, focused on our clients specific needs.

Fixed Fee Structure

Odin charges an agreed fee with clients (usually based on a percentage value of the portfolio) charged twice a year. In addition, fully disclosed custody fees are payable to our custodian. 

Odin provides their clients with a transparent charging structure from the outset.

Security of Assets

Odin has negotiated with a major financial institution to hold all client assets, be they cash, equities, bonds, funds and alternative investments directly in the clients’ name. In practice this means that the client has at all times control of his/her assets. The level of account access granted to Odin is limited to the passing of instructions with regard to investment transactions, and the debiting of agreed investment management fees. This arrangement provides clients’ with an unrivalled level of security.

 

Odin undertakes regular external and internal compliance and audit checks. Your securities will be ring fenced.

Odin does not have a nominee company.

Odin does not hold client cash or investments.

We are committed to client service through independent thinking based on a transparent and simple charging structure.

MARK UNWIN