Skip to content
Welcome to FUND HUB Be Better Informed FundHub Site Logo
  • About
  • Investors
  • Advisors
  • Asset Managers
  • Strategies
  • CPD
  • Contact
OMBA Logo
Visit OMBA

Est: February 2017

Omba Advisory & Investments Limited advises and manages money for Family Offices and High Net Worth (HNW) clients and also acts as Investment Manager to our mutual fund.
The business was started with a belief that we could offer clients a high-quality service by building diverse, global, liquid portfolios using low cost high-quality Exchange Traded Funds.
Our investment process tactically shifts clients into and out of regions, countries or sectors which we think offer better or less value at a particular moment in the investment cycle and we have built our business to be client focussed, non-bureaucratic and technologically astute.

Strategies:

  • Exchange Traded Funds (ETFs)
  • Multi-Asset
If the videos are not displaying below, please contact your IT department for propper access to this site.
Introduction to Mark Perchtold and OMBA Advisory & Investments Ltd
Introduction to David Pierson and OMBA
Who is OMBA Advisory & Investments Ltd?
Symbolism of OMBA
OMBA’s investment process
OMBA’s competitive edge
Why OMBA uses ETF’s rather than active managers in a portfolio
Why investors should pay manager fees
Why OMBA is able to charge their clients much lower fees
Legacy systems and moving into the digital age
OMBA’s moderate risk global allocation fund
OMBA’s Regulatory Status (RSA) – Section 65 Fund
What is an ETF?
Are ETFs in a bubble?
What is a bond?
What are equities?
What are dividends?

FACTSHEETS

Omba Moderate Risk Global Allocation Fund

MEDIA

OMBA Weekly Markets Dashboard
How to diversify abroad – OMBA
Multi-Asset Portfolios : 10 Questions you should be asking – OMBA
The CPD Hub Callout
Blackonyx Monthly Newsletter
Site Logo

The FUND HUB is powered by BLACK ONYX, an authorised FSP (47701) and accredited CPD provider.

  • FAQs
  • Disclaimer
  • Privacy Policy
  • Conflict of Interest Policy
  • Complaints Resolution Procedure
  • Treating Customers Fairly Policy
  • Media

© Copyright - BLACK ONYX. All Rights Reserved. 2021

Back To Top