Private Wealth Managers in London, UK and Overseas
PRIVATE WEALTH MANAGEMENT
Omba Advisory & Investments is a highly specialised team of wealth managers based in the heart of London.
Our team is made up of skilled individuals who stem from large financial institutions and we have the full experience to manage your investments and work with your trustees as required.
Our clients love our transparency and honesty – and with cleverly-built strategies and technology-driven decisions, we are in the perfect position to assist with financial planning and investment management for you, your family or organisation.
To speak to a wealth manager today, please complete our form provided and a member of our team will be in touch shortly.
Why use Omba as your Wealth Managers?
Omba Advisory & Investments are a small, highly focused, motivated and dedicated team which stem from large organisations from financial services and technology backgrounds.
Our processes and decisions are driven by technology and data analysis – providing innovative solutions and exciting investment opportunities for our clients.
What Services Do Omba Offer as Wealth Managers?
Omba Advisory & Investments Limited advises and manages money for Family Offices and High Net Worth (HNW) clients.
Financial Planning
- Advisory management
- Engagement with Trustees
- Ethical and sustainable investments
- Fund management
- Pension trustees
- Philanthropy and charity management
- Portfolio management and investments
- Real estate planning
- Succession planning
- Tax planning
Investment Management
- Investment into high-quality ETFs
- Low cost Discretionary management fees
- Diversified investment portfolio
- Personal management and transparency
- Choice of base investment currency (GBP, USD or EUR)
- Investments with good liquidity and no lock-in of funds
- Regular reporting and open dialogue with investment managers
- Range of products from UCITS Funds to Separately Managed Accounts depending on your investment amount
Clients’
Interest First
Avoid Conflicts
of interest
Aligned
interests
Fair
Passion for
investing
Embrace
technology
Transparent
About Omba – Wealth Managers based in London with a global reach
At Omba Advisory & Investments, we proudly serve clients from all over the world with a firm base in London which offers viable access to people, service providers and information of the highest calibre.
So if you have investment opportunities, financial interests or property portfolios abroad, we are well positioned and experienced to help you in every way possible.
When investing, our approach involves using well diversified portfolios across global assets and multiple currency exposures. Plus using low cost Exchange Traded Funds (ETFs) to keep the fees clients pay down.
What can a Wealth Management Company do for me?
A wealth manager can help to organise your finances for the short-term and long-term, addressing the particular needs of the individual client – and not just selling off the shelf products.
Our small and sophisticated team has years of experience working within large financial organisations and with Omba you will receive a boutique personal investment management approach.
We propose excellent opportunities for those looking to move from active to passive investing, seeking opportunities across a number of asset classes and global funds, including our speciality of Exchanged Traded Funds (ETFs).
Our clients appreciate our transparency and honest approach to investing and understand that our business values first and foremost.
FAQS
What does a Wealth Manager do?
How is a Wealth Manager different to an Investment Manager?
Can a Wealth Manager select investments on my behalf?
Meet the Team
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Mark Bell
Prior to joining Omba Mark worked as a data analyst and data engineer for Lloyds Banking Group in retail banking working on customer journeys. He has also worked at Tesco and Barclays Bank as a data analyst. Mark has an MPhil in Computer Simulation from Staffordshire University and a BSc in Archaeological Sciences from the…
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Natalie Speed-Andrews
Natalie is an Investment Analyst, preparing research and more broadly contributing to the investment process at Omba. Natalie is a SAICA Chartered Accountant and began her career at Deloitte LLP auditing one of the UK’s largest banks and a variety of payment processing clients. She further specialised in becoming the ESG specialist for banking clients,…
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Thomas Stolper
Thomas has seen pretty much every corner of the FX market. Starting in 1999 he spent 15 years at Goldman Sachs, mostly as Global Head of Currency Research, advising central banks, hedge funds and multinationals. A special focus of his team was on quantitative modelling and global capital flows. In 2020-22, Thomas was FX Specialist…
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Tony Mallin
Tony is a Strategic Advisor to Omba. He is the Executive Chairman and Managing Partner of Star Capital which he founded in 1999. STAR is a leading Private Equity firm focussed on building and developing businesses around strategic assets in Western Europe. Prior to this, Tony spent 20 years at Hambros Bank (most recently as…
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Mark Perchtold
Mark is a founding Director of Omba and has been instrumental in developing Omba’s investment strategy and managing their portfolios since 2017. Previously he spent nearly 12 years at Goldman Sachs, most of which were in the Investment Management Division in London where he gained experience in asset allocation, equities, fixed income, alternative investments and…
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David Pierson
David is a founding Director of Omba and is responsible for all Operations and Technology functions with a particular focus on building a modern, scalable and efficient operating model.He was previously a Programme Manager at the European Bank for Reconstruction and Development (EBRD) and preceding that spent 5 years at Barclays Wealth where he was…
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Andrew Limberis
Since joining Omba in September 2017, Andrew has played an integral role in Omba’s portfolio management process contributing to its robustness and strong track record and was promoted to the Board in 2023. In addition, Andrew’s in-depth knowledge of ETFs has seen him regularly being quoted in the press.Preceding his time at Omba he worked…
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Michael Stathopoulos
Michael previously worked at Commerzbank and their Equity Research team focusing on European Real Estate and Autos. He subsequently moved to Debt Capital Markets before joining Omba. He has also done internships at Scott Partners, a long-only fund, and National Bank of Greece Securities, while studying for his M.Sc and B.Sc. Michael holds a Master…
Speak to Omba About Your Wealth Manager Requirements Today
Speak to one of Omba’s advisors today.
We are always interested to speak to potential clients and how we can help to achieve their goals.
Omba will always have the client’s best interests at heart. We have a real passion for investing and transparency is always at the heart of what we do. Speak to one of our team members today for more information.