FAQs

Where are my investments kept?

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One of the most important considerations in choosing what you do with your money is where it is kept. Gone are the days of keeping cash under your bed and gold coins and jewellery stashed in safes at home, thus in a digital world it is likely your money sits electronically with a custodian. We can work with our clients’ custodians and brokers to manage their money and investments held at their custodian or we can arrange for custody on the Multrees platform. These accounts are called separately managed accounts (SMAs). Based on our experience with different banks and custodians we have a list of preferred custodians with whom we work and thus we may suggest clients change their custodian due to either concerns about their current custody set up and safety of assets, or due to the fact that the fees they are paying are too high relative to other firms or the broker’s execution capabilities are poor. Our clients value our independence in this regard.

I’m new to investing please tell me The Basics of Investing

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What is the difference between base currency and exposure currency?

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What base currency should I choose?

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What is currency hedging and should I hedge?

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What are the tax consequences for my portfolio?

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Why do clients want to work with OMBA as opposed to their current Wealth or Asset Manager?

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– Our clients appreciate our Business Values first and foremost.
– They like our robust investment process.
– They love that we are transparent and honest.
– 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 are long term investors not traders and punters. We build globally diversified low cost investment portfolios for clients.
– Our clients understand our simple and low fee with no conflicts between our investment process and the revenue we earn.
– 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.

What choices do I have regarding an OMBA Separately Managed Account?

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Do you give advice?

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Which ETF providers do you use?

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We are independent and not tied to any one provider. We consider the whole universe of ETF providers. We weigh up many factors before considering which ones to use including: credibility of issuer, liquidity of the ETF, is it physically backed by shares or bonds as opposed to derivatives, cost, tax status for the client among many other factors.

What are “Smart beta”Etfs?

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Do OMBA use smart beta etfs?

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I have read that ETFs are in a bubble and this bubble could burst – is this true?

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