Omba advises and manages money for Family Offices and High Net Worth investors. We also manage the Omba Moderate Risk Global Allocation Fund. We are ETF specialists and we build and manage globally diverse, low cost portfolios of ETFs which are robustly managed through a transparent process.
We are a team of experienced professionals hailing from experience in large firms and most importantly, all of us share the same vision to do something better for investors and we pride ourselves on our business principles and culture.
Omba win the Emerging Manager category award at the 2020 Private Asset Managers (PAM) awards.
Our Services
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 or broker.
ADVISORY MANAGEMENT
Family Office, Ultra High Net Worth and Charity and Foundation clients engage us as consultants to advise on a number of 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 the Omba Moderate Risk Global Allocation Fund which provides retail investors access to our specialist ETF knowledge, investment acumen and risk management. The fund follows the same moderate risk strategy into which many of our Family Office and Ultra High Net Worth clients invest.
Read our Investment Analysis
Thematic Trends: eSports & Video Gaming
In this unique and exciting research piece we explore a specific thematic trend: Video Gaming and eSports adoption. A first in a…
Multi-Asset Portfolios : 10 Questions you should be asking
Many people around the world have multi-asset class portfolios. We think too many investors fail to ask the right questions to understand…
What’s Happened to the Fed’s ETF Purchases?
The Fed’s support for corporate credit has slowed drastically, but can they really afford to step back now that the market has…
“Shapes” – Mapping the Recovery
A “V” Shaped recovery? A “U” Shape? We all hope that markets do not follow a “W” or “L”, but a “K”…
Strong Rand? A simple single slick online solution to invest hard earned Rands directly offshore in a credible diversified long-term savings solution at better rates than many big banks.
The Omba Moderate Risk Global Allocation Fund is a globally diverse fund which invests using Exchange Traded Funds (ETFs) across both equity and fixed income markets. The Fund is a great building block for investors…
OMBA in the News
Director Mark Perchtold joins the PCD Club webinar sponsored by IQ-EQ to discuss International Investment…
Director Mark Perchtold discusses Omba's competitive advantage.
FINBOURNE Chairman Dermot Shortt discusses Omba's technology with Director David Pierson. In the first of…