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OCM Wealth Management launches DFM platform

OCM Wealth Management has launched a discretionary asset management platform for advisers.

The new platform, called Platform Plus, brings together 15 UK providers including Friends Provident International, Curtis Bank and Aegon.

Platform Plus is part of OCM Wealth Management’s IFA brand ‘Daedalus’.

The firm says the average annual management charge for research, platform technology, custodian and DFM, would be between 0.75 per cent and 1.25 per cent for the client of a Platform Plus user.

OCM Wealth Management CEO Jason Stather-Lodge says: “We set out to combine a discretionary asset management process, with a service that is both client-focussed and integrated with the IFA or financial adviser post RDR.”

“We’ve created a platform which uses whole of market solutions and state of the art portfolio management technology. If it is used as we do in-house, then it will allow advisers to focus on their client-centric advisory proposition.”

OCM Wealth Management is based in Northampton and was set up by Stather-Lodge in 2004. The firm has over 10 staff specialising in tax, financial services, accountancy and investment management.


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