Odin

What Odin does

Odin Investment Management Limited is a Jersey-based discretionary investment management firm founded in 2007 that provides bespoke portfolio management services to high-net-worth private clients and institutional clients such as charitable trusts. The firm is headquartered in St. Peter, Jersey, is regulated by the Jersey Financial Services Commission under Article 9 of the Financial Services (Jersey) Law 1998, and remains 100% owned by its management team with no external private equity or venture capital backing. Its service offering comprises three product lines: a fully customised Discretionary Portfolio Management Service managed at the firm's discretion, a Model Portfolio Service (MPS) for investors with smaller amounts to invest or those not requiring a bespoke portfolio, and an Execution Only Service for self-directed clients. Strategies are available in sterling, US dollar, and euro base currencies, drawing on equities, bonds, collective investments, and ETFs.

Operationally, Odin does not disclose a proprietary technology stack or platform. The firm functions as a discretionary portfolio manager and relies on a major financial institution for custodial services, with all client assets held directly in the client's name rather than on Odin's balance sheet. Trade execution is carried out via external brokers and fund managers, and the firm performs regular external and internal compliance and audit checks. No API, SDK, or developer-facing tooling is offered.

Odin monetises through a recurring, subscription-style fee model. Clients are charged an agreed fee, typically a percentage of portfolio value, debited semi-annually, with no trading commissions levied by the firm and custody fees disclosed separately. Pricing is quote-based and negotiated individually rather than publicly disclosed. Go-to-market is sales-led and relationship-driven, with prospective clients initiating contact via a published telephone number, meeting a dedicated Portfolio Manager, and proceeding through a personalised consultation covering financial circumstances, objectives, time horizon, income needs, risk tolerance, and currency preference before a tailored proposal is issued. Marketing relies primarily on referrals, direct outreach, and the firm's website, with no digital acquisition channels or resellers.

Name

Odin

Legal name

Odin Investment Management Limited

Website

https://odiniml.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Short description

Odin Investment Management Limited is a Jersey-based, JFSC-regulated discretionary investment manager offering bespoke portfolio management, a Model Portfolio Service, and execution-only services to high-net-worth individuals and institutional clients.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

akta.pro secondary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

Keywords

• Discretionary portfolio management
• Wealth management services
• Bespoke investment management
• Model portfolio service
• Execution only brokerage

Headquarters

HQ city

St. Helier

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Discretionary Portfolio Management Fees: Odin charges clients an agreed fee, typically structured as a percentage of the portfolio value, debited twice per year (semi-annually). The fee structure is transparent and simple, with no trading commissions charged. Additional fully disclosed custody fees are payable to the custodian. Fees are negotiated individually with clients and may deviate from the published rate sheet by agreement.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Odin Investment Management is a Jersey-based, management-owned investment management firm that provides bespoke discretionary portfolio management services. Its core offerings are a fully tailored discretionary service for high-net-worth clients, a Model Portfolio Service (MPS) for investors with smaller amounts, and an Execution Only Service for self-directed clients. Portfolios combine equities, bonds, and collective investments, with strategies denominated in sterling, US dollars, and euro.

Product overview

Odin Investment Management is a Jersey-based investment management company that operates as a single unified service provider offering bespoke discretionary portfolio management. The core offering consists of three main service lines: a fully customised Discretionary Portfolio Management Service for high-net-worth clients requiring professional investment management, a Model Portfolio Service (MPS) for investors seeking a curated multi-fund approach with lower minimums, and an Execution Only Service for self-directed clients. All services provide access to equities, bonds, collective investments, and alternative strategies, with strategies available in sterling, US dollars, and euro. The company does not hold client assets or cash, instead utilizing a major financial institution as custodian for asset security.

Differentiator

Problem solved

Functional benefit

Products and services

• Discretionary Portfolio Management Service A bespoke discretionary portfolio management service tailored to each client's financial circumstances, objectives, risk profile, time horizon, income needs, and base currency preference. Portfolios blend equities, bonds, and collective investments, and are managed at Odin's discretion without prior reference to the client. Available to high-net-worth private clients and select institutional clients such as charitable trusts in Jersey.
• Model Portfolio Service (MPS) A curated multi-asset portfolio service that invests in a selected range of funds spanning multiple asset classes, regions, sectors, and factors to meet specific investment objectives and risk profiles. Designed as an option for investors with smaller amounts to invest or those who do not require a fully customised portfolio.
• Execution Only Service An execution-only service for clients who wish to make their own investment decisions. Odin provides no investment advice or research to clients using this service and only transacts on their instructions.

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Major Financial Institution (Custodian)coreOthersOdin has negotiated with a major financial institution to hold all client assets directly in the client's name. This arrangement provides clients with a high level of security as the client maintains control of assets at all times. Odin's access is limited to passing investment transaction instructions and debiting agreed management fees. The firm undertakes regular external and internal compliance and audit checks.

Scale indicators3 records

Recent moves6 records

Expansion highlights3 records

Direct peers

• Killik & Co: Boutique wealth manager offering bespoke discretionary portfolio management and personalized investment services to HNW clients. Similar independent positioning, fee-based model, and target customer profile.
• Canaccord Genuity Wealth Management: Wealth management division serving HNW individuals with discretionary portfolio management, with a Jersey presence. Comparable boutique-style service model targeting similar HNW client profiles in the Channel Islands.
• Brewin Dolphin: UK wealth manager with a Jersey office providing bespoke discretionary portfolio management to HNW individuals. Highly comparable to Odin given Richard Mayo's 19-year tenure at Brewin Dolphin Jersey before joining Odin.
• Investec Wealth & Investment: Wealth manager offering bespoke discretionary portfolio management and bespoke investment services to HNW individuals. Comparable model and client base, including Channel Islands operations.
• RBC Wealth Management (Channel Islands): Global wealth manager with significant Jersey operations serving HNW clients with discretionary and advisory mandates. Lucas Foreman started at RBC Wealth Management, making it a directly comparable competitor for talent and clients.
• Rathbones: UK-listed wealth manager providing bespoke discretionary investment management to HNW individuals and families. Operates with similar relationship-led model and investment philosophy to Odin.
• Butterfield: Bermuda and Channel Islands-headquartered private bank and wealth manager offering discretionary portfolio management to HNW clients in Jersey. Direct competitor in the local Jersey HNW market with similar product offerings.
• Quilter Cheviot: UK-based discretionary wealth manager serving HNW clients with bespoke portfolio management. Similar service proposition with comparable client type and investment approach to Odin.

Broad incumbents

• UBS Wealth Management: Global wealth manager with significant Channel Islands presence serving HNW clients with discretionary and advisory mandates. Lucas Foreman previously worked at UBS, and the firm serves as both competitor and pipeline for talent.
• Cater Allen Private Bank: Private banking arm offering bespoke investment management services. Nigel Hall was Managing Director of Cater Allen Stockbrokers and Cater Allen Investment Management, making it a directly comparable historical competitor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/odin-investment-management

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Odin