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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Rozhin Keshavarzi
Rozhin is an Investment Analyst, preparing research and more broadly contributing to the investment process at Omba. She is an … Read the article
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Joseph McCracken
Joseph focuses on developing Omba’s technology functions across portfolio management and client reporting. He began his career in technology by … Read the article
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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 … Read the article
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Camilla Johnson
Camilla is involved in the growth and expansion of Omba’s South African business. She started her career in law, working … Read the article
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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 … Read the article
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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 … Read the article
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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
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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 … 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.