Omba advises and manages money for Family Offices, High Net Worth clients and UCITS funds.
Our investment solutions are used by families, charities, wealth managers and independent financial advisors. We adopt a global macro approach using Exchange Traded Funds at the core of our process. We have built our business to be client focussed, non-bureaucratic and technologically astute.
Our Solutions
DISCRETIONARY
MANAGEMENT
Through our separately managed accounts business catering to High Net Worth individuals and Family Offices we manage client portfolios of ETFs with differing risk profiles, tax considerations and base currencies. We have built our processes and technology to be custodian agnostic and thus are not tied to one custodian.
ADVISORY
SERVICES
Family Office, Ultra High Net Worth and Charity and Foundation clients engage us as consultants to advise on investment matters such as assessment and development of appropriate asset allocation, security and fund/custodian selection considerations, detailed fees analysis and consolidated reporting amongst other work.
FUND
MANAGEMENT
Omba is the Investment Manager for a number of funds in the Omba Investments ICAV which provides retail investors access to our specialist ETF knowledge, investment acumen and risk management. The funds follow the same strategies into which our Family Office and Ultra High Net Worth clients invest.
About us
We are a small, nimble team which stem from large organisations from a financial services and technology background. We cater to clients from all over the world but base ourselves in London as we believe being in one of the financial capitals of the world provides access to people, service providers and information of the highest calibre.
We are ambitious but equally take a controlled and diversified approach when managing risk. Our approach involves using well diversified portfolios across global assets and multiple currency exposure to provide additional diversification benefits as well as using low cost Exchange Traded Funds (ETFs) to keep the fees clients pay down
WHY OMBA
At OMBA we believe that our strong Principles and sound Investment Beliefs result in a robust Investment Process which generates great return.
Clients’ Interest First
Avoid Conflicts
of interest
Aligned interests
Fair
Passion for investing
Embrace technology
Transparent
Latest News
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Omba celebrates fifth year anniversary
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Can FCA policies on ESG advice generate new interest in ETFs?
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Director Mark Perchtold named in PAM 50 Most Influential
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Omba Investments ICAV Names Northern Trust as Asset Servicing Provider for New Fund
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ByrneWallace LLP announces launch of Omba Investments ICAV
