


Omba Advisory & Investments
Investment Management • London, England, United Kingdom • 11-20 Employees
Company overview
| Headquarters | Cargo Works, Unit 4.04), London, London SE1 9PG , GB |
| Phone number | +442031768400 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Wealth Preservation, Etfs, Valuation, Asset Allocation, Structuring, Macroeconomics, Portfolio Theory, Fee Analysis |
| Founded | 2017 |
| Employees | 11-20 |
| Socials |
Key Contacts at Omba Advisory & Investments
Mark Perchtold
Director
David Pierson
Director
Andrew Limberis
Investment Director
Andre’ Roux
Non Executive Director
Omba Advisory & Investments Email Formats
Omba Advisory & Investments uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@ombainvestments.com), used 81.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@ombainvestments.com | 81.8% |
{first name}.{last name} | john.doe@ombainvestments.com | 18.2% |
About Omba Advisory & Investments
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.
Omba Advisory & Investments revenue & valuation
| Annual revenue | $1,368,880 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $4,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Omba Advisory & Investments has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
Omba Advisory & Investments has never raised funding before.
Omba Advisory & Investments Tech Stack
Discover the technologies and tools that power Omba Advisory & Investments's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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