Outsourced Chief Investment Officer
I help high-net-worth families and family offices replace reactive decision-making with an Investment Policy Statement (IPS) - a governing constitution for your capital.
The Practitioner Edge
Most advisors speak from theory. I speak from the direct management of entities across 16+ jurisdictions. My perspective is drawn from decisions made with my own capital - not a scenario from a seminar.
| Traditional Advisory | The OCIO Perspective |
|---|---|
| Relies on back-tested models and bank-issued brochures. | Informed by active operations in the UK, EMEA, Americas, and beyond. |
| Compensated by products, AUM fees, or "relationship" targets. | Flat-fee retainer. My only professional metric is your strategic integrity. |
| Reactive to market "noise" and the latest bank-led product cycle. | Anchored by a written Wealth Constitution that dictates every move. |
Successful wealth inevitably fragments. Without a central anchor, you don’t have a strategy problem; you have a governance vacuum.
Most HNWIs operate without a formal Investment Policy Statement (IPS). Without this Wealth Constitution, you are at the mercy of the "new idea" - the new speculative fund or the latest investment trend - which may not align with your 10-year mandate.
I act as your single point of strategic intelligence. Providing the institutional discipline required to stop the FOMO and ensure your wealth moves in a cohesive direction, governed by rules, not reactions.
"You’ve spent a lifetime building capital.
It’s time you had a framework to protect and compound it."
The OCIO Mandate
The first thing I build for every client is something most of them have never had: a strategy designed entirely around them. I provide the strategic intelligence at the centre of your wealth. This is not a product-led relationship; it is the application of institutional discipline to your private capital. You gain the capabilities of a family office investment committee without the conflict of AUM-based fees or product sales.
The Wealth Constitution: Your 10-Year Command Centre.
The IPS is the governing framework for your capital. It explicitly defines your objectives, risk boundaries, and rebalancing triggers. Every opportunity that crosses your desk is measured against this document. If it doesn't fit the constitution, it doesn't enter the portfolio.
Holding the line against market noise.
Strategy is useless without the discipline to follow it. I provide quarterly stress-tests of your portfolio to ensure it remains aligned with your IPS. I act as the filter between you and the latest investment trend, ensuring institutional logic prevails over fear and greed emotional reactions.
Optimising capital across borders and jurisdictions.
Where you hold assets matters as much as what you hold. For private businesses and family offices operating across the globe, I assist in the design of governance frameworks that align corporate treasury with long-term family wealth preservation.
The Engagement
My process is designed to be efficient. No pitch decks, no sales sequences - just a transition from fragmentation to a governed investment structure.
A 20-minute discussion to review your current positioning. I will ask direct questions about your governance framework. If I can add meaningful value to your structure, I will tell you. If not, I will point you toward someone who can.
We codify your Investment Policy Statement. We map assets, liabilities, and multi-generational time horizons into a single written constitution. This becomes the "North Star" for every financial decision you make going forward.
Once the IPS is live, I remain as your strategic partner. We review formally each quarter, but I am available monthly as a sounding board for every deal or pitch that reaches your desk. I provide the "No" that protects your "Yes."
The Partnership
I am not a wealth manager, and I do not accept commissions. I act as a strategic partner for a maximum of ten families at any one time. This limit ensures that every client receives the direct, un-diluted attention of an experienced practitioner. Typically, my clients oversee £1m to £50m+ in deployable capital and require a higher level of strategic oversight than traditional retail advisory can provide.
You have moved beyond the accumulation phase and now face the challenge of preservation and efficient allocation. You require an independent "second mind" to stress-test ideas before capital is committed.
For offices that have structure but lack a cohesive investment framework. I act as an external CIO, providing the governance layer that ensures all sub-advisors remain aligned with the primary IPS.
Private firms sitting on significant retained earnings. I help business owners apply institutional discipline to their corporate cash, moving it from idle capital to a productive strategic asset.
Clients with cross-border interests. My personal experience operating in the UK, EMEA, and Americas allows me to navigate the complexities of international asset positioning with ease.
The Principal
I provide the one thing most high-net-worth families lack: Absolute Independence.
After 25 years of active capital allocation across equities, real estate, cryptocurrency and private markets, I have seen how the wealth management industry is designed to serve the institution. My mandate is to serve you, the principal.
I do not sell products. I do not charge AUM-based fees. I charge a flat monthly retainer for a limited number of clients. This structure ensures that my only objective is the long-term integrity and performance of your Wealth Constitution.
Institutional Validation
What differentiates Damien is the discipline - a clear framework and no attempt to retrofit narratives after the fact. That is uncommon, even among professionals.
Instead of second-guessing every move, we now make fewer, higher-conviction decisions. The level of clarity and independence in the thinking here is rare.
The biggest change isn’t a specific trade - it’s how I think. I now have a framework I can rely on to cut through the market noise and not worry about day to day fluctuations.
Final Step
A Strategy Session is a 20-minute discussion of your current governance and positioning. If your current structure is optimal, I will tell you. If there is a governance vacuum, we will identify it.
Book A CallStrict Confidentiality Assured.
Email: damien@damienfogg.com
Note: I limit my active partnerships to ten families. If the link above is active, a vacancy is currently available.