Omba advises and manages money for family offices, high net worth clients and UCITS funds. We have built our business to be client focussed, non-bureaucratic and technologically astute. 

We are a small, nimble team which stem from large organisations from a financial services and technology background. We cater to clients from all over the world but base ourselves in London as we believe being in one of the financial capitals of the world provides access to people, service providers and information of the highest calibre. 
 
Investing is complex, but actually also quite simple if you have the right advice and tools to make informed decisions. In today’s digital age where good information is freely available we don’t believe a large premium needs to be paid for advice. Additionally,  the investment opportunity set which exists today means investors can access more fairly priced investment solutions. We aim to give our clients excellent holistic advice for a fair, transparent fee with no conflict of interest.

We are humble with respect to our investment approach and acknowledge that adding “alpha” consistently over a long time frame is an extremely difficult task. For this reason, we use low cost Exchange Traded Funds to keep costs to clients down. We believe the investment industry is full of people who purport to generate outsized returns but in fact don’t do so, or don’t do so consistently or they take concentrated risk and get lucky claiming skill. 

Investment Management

Omba Advisory & Investments Ltd

Alexander Forbes

Mark Perchtold

David Pierson

Andrew Limberis

Sean Ashton

Andre Roux

Graeme Tarr

The Investment and Analysis team at Omba Advisory & Investments Ltd is responsible for researching and evaluating investment opportunities, managing client portfolios using low-cost Exchange Traded Funds, and ensuring holistic, transparent, and conflict-free advice. The team leverages their extensive experience in financial services and technology to deliver tailored investment strategies for family offices, high net worth clients, and UCITS funds. Their goal is to provide excellent investment solutions at fair fees, focusing on consistent performance and risk management.

Investment and Analysis

Investment and Analysis

About

Team members