About us
We administer or manage over $8 billion of funds for global clients. As a niche wealth manager, we have a proven track record in innovative solutions that deliver good results and mitigate risk. The IOMA Group is small enough to offer a highly personal service, but sufficiently large to provide in-depth, specialist expertise.
We were the first composite insurance company on the Isle of Man and have grown to be one of its largest and most significant independent financial services groups. Our international perspective on tax affairs, wealth creation and development, and retirement planning has reaped significant rewards for clients.
Our heritage
The seeds of IOMA’s competitive edge, creativity and responsibility towards others were sown over 30 years ago. Then, the founding partners set off on a voyage which was to change their lives. They decided to build a Viking longship and sailed it from Norway to the Isle of Man to commemorate the millennium of Tynwald, the Manx parliament. It was established by the Vikings in 979 A.D. and created the oldest established unbroken parliament in the world.
Today, these three partners play a major role in the IOMA group. As the company has grown, it has continued to attract like-minded people with a similar dynamism.
Our approach
The same pioneering spirit that motivated our partners to set sail across the North Sea in a Viking longship pervades the group today. All of our subsidiary businesses share that same sense of adventure. They are willing to seek new horizons as they identify new solutions for clients.
Yet, ambition is always tempered with cautious pragmatism. Flexibility and innovation, likewise, are matched by a relentless pursuit of good, long-term performance.
Our clients
Clients choose the IOMA group because they want to see the value of their wealth increase. We aim to work with people who are looking for a long-term relationship where we can concentrate on managing risk and improving performance steadily.
Our reach is global. Clients include affluent private clients, UK and international IFAs, private bankers, professional firms and tax advisers looking for tax-efficient products and services. Size is no barrier to taking on a client. Rather, we look to work with like-minded, ambitious clients who share common values.
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