For the second year running Director Mark Perchtold has been named as one the 2022 PAM 50 Most Influential in wealth management. The prestigious yearly review of senior leaders in the industry conducted by PAM Insight also recognised Mr Perchtold in 2021 for his and the firms contribution to the industry. Read the article

DUBLIN – Northern Trust (Nasdaq: NTRS) has been appointed by Omba Investments Irish Collective Asset-management Vehicle (ICAV) to provide global custody, depositary and associated services for its new Ireland-domiciled Undertakings for Collective Investment in Transferable Securities (UCITS) umbrella fund. The planned US$100 million Omba Investments ICAV (Omba) umbrella fund will launch with two new UCITS… Read the article

ByrneWallace LLP is delighted to have acted for Omba in securing authorisation of the Omba Investments ICAV from the Central Bank of Ireland as an Irish authorised UCITS umbrella. Read the article

Multrees Investor Services (Multrees) a leader in investment administration, technology, and custody, today announces that Omba Advisory & Investments Ltd has selected Multrees to provide custody and white labelled platform/client reporting solutions to its Family Office, Ultra High Net Worth and retail clients. Read the article

Passive funds (or indexation) were first introduced in the 1970s as a way of providing individual investors access to funds tracking widely recognized benchmarks (or indexes). Since its inception, indexation has grown significantly and is now used by all types of investors and traders around the world.  Senior Portfolio Manager at OMBA Adam Rudd comments… Read the article

The PAM 50 Most Influential is an annual list of those at the forefront of shaping private client wealth management in the UK and Crown Dependencies. Today we hear from Mark Perchtold, a founding director of Omba Advisory & Investments Ltd, a boutique investment management firm based in London, as we continue our series getting to know the… Read the article

As part of their prestigious yearly review of senior leaders in the industry PAM Insight named one of our founding Directors, Mark Perchtold, as one of the 2021 PAM 50 Most Influential in wealth management: https://www.paminsight.com/twn/article/2021-pam-50-most-influential-%E2%80%93-the-results This is a great achievement for a young firm and to be placed amongst many highly successful industry stalwarts is a… Read the article

FINBOURNE Chairman Dermot Shortt discusses Omba’s technology with Director David Pierson. In the first of our FINBOURNE interviews series, Dermot Shortt, FINBOURNE Chairman sits down with David Pierson Director, Omba Advisory & Investments Ltd. They discuss OMBA’s relentless focus on efficiency and automation in building a low fee scalable business which grew revenue by 670%… Read the article

PCD club webinar featuring Director Mark Perchtold discussing International Investment for South African HNW clients Read the article