OMBA Advisory & Investments – Your Family Office
Why use a Family Office?
Family offices can offer a more personal and effective way to manage, invest and distribute the wealth of ultra high net worth individuals and families.
From investing in ETFs to succession planning, at Omba Advisory & Investments, we operate a small and highly specialised team who stem from large financial institutions. Together, we can act as your family office, helping to oversee your investment portfolio and provide financial advice and assistance every step of the way.
To speak to a family office advisor today, please fill in the form and a member of our team will be in touch.
What is included in a Family Office?
- Portfolio management and investments
- Advisory management
- Fund management
- Succession planning
- Engagement with Trustees
- Ethical and sustainable investments
- Real estate planning
- Philanthropy management
Why use Omba for my Family Office?
Omba Advisory & Investments Limited advises and manages money for Family Offices and High Net Worth (HNW) clients.
- Our clients appreciate our Business Values first and foremost.
- They love that we are transparent and honest.
- Our clients understand our simple and low fee with no conflicts between our investment process and the revenue we earn.
- We are long term investors not traders and punters. We build globally diversified low cost investment portfolios for clients.
- They like our robust investment process.
- We manage their expectations and explain risk clearly.
- We are ETF specialists and provide an excellent solution for people who like the use of ETFs but don’t have the time or expertise to navigate the 1000’s of choices one has.
- We are independent with respect to which ETF provider to use and are not tied to any firm.
- We forge close relationships with our clients and maintain ongoing dialogue relating to their investment needs. i.e. not just providing an upfront solution without subsequent interactions.
Clients’
Interest First
Avoid Conflicts
of interest
Aligned
interests
Fair
Passion for
investing
Embrace
technology
Transparent
Do I need a Family Office?
For any individual or family with large assets, a family office like Omba can help safeguard your financials, helping to deliver strong returns on investments, whilst providing any effective distribution of wealth to other family members, advising on setting up trustees or succession planning.
Today, multi family offices are often preferred to private banks or institutions, since they are made up of more senior and highly skilled advisors, acting according to the wishes of their client and being able to invest in more innovative, sustainable and commercial opportunities including ETF and ESG products.
We are a small, highly focused, motivated and dedicated team which stem from large organisations from a financial services and technology backgrounds. We proudly serve clients from all over the world with a firm base in London which facilitates access to people, service providers and information of the highest calibre.
We take a controlled and diversified approach when managing risk and our approach involves using well diversified portfolios across global assets and multiple currency exposure to additional further diversification benefits. Plus using low cost Exchange Traded Funds (ETFs) to keep the fees clients pay down.
Our portfolios are all “liquid” and we do not lock client funds into investments from which they are unable to withdraw funds.
To show our commitment to your investments, the Directors invest a significant portion of their own money in Omba’s investment strategies.
FAQS
What is a Single Family Office?
What is a Multi Family Office?
How much money do you need to have a Family Office?
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Will a Family Office invest money 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 Family Office Requirements Today
To discuss your family office requirements, you can speak to one of Omba’s advisors today.
We are always interested to hear about our potential clients and what services we can offer them.
With a passion for investing and transparency at the heart of what we do, Omba will always have the client’s best interests at heart. Speak to one of our advisors today for more information.