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.

Speak to OMBA

To discuss your requirements, please contact us below:


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

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.

What does a Wealth Manager do?

Chevron Icon

How is a Wealth Manager different to an Investment Manager?

Chevron Icon

Can a Wealth Manager select investments on my behalf?

Chevron Icon

Meet the Team

  • Graeme Tarr

    Graeme spent 10 years at Alexander Forbes Financial Services in Johannesburg where he headed up Alexander Forbes Financial Planning Consultants … Read the article

  • Steven Bonchev

    Steven previously worked in accounting with public and private companies such as Benevolent AI and PVH corp. as well as … Read the article

  • Kirsty Wilson

    Kirsty is involved in building out the South African business of Omba. She started her career at Deloitte in the … Read the article

  • Michael Stathopoulos

    Michael previously worked at Commerzbank and their Equity Research team focusing on European Real Estate and Autos. He subsequently moved … Read the article

  • Mark Perchtold

    Mark spent just under 12 years at Goldman Sachs most of which was in the Investment Management Division in London … Read the article

  • David Pierson

    David was previously a Programme Manager at the European Bank for Reconstruction and Development (EBRD). Preceding his time at EBRD … Read the article

  • Andre Roux

    André founded and was CEO of Ethos Private Equity, one of the largest private equity firms in South Africa and … Read the article

  • Andrew Limberis

    Andrew joined Omba full time in September 2017 and was previously a Manager at EY, in London, in the Banking … Read the article

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.

Speak to OMBA

To discuss your requirements, please contact us below: