OMBA Advisory & Investments Ltd

18/02/2022

This month we celebrated our 5th anniversary as a firm. What a journey it has been!
Thanks to everyone at Omba (Mark Perchtold, CFA, CA(SA), David Pierson, Andrew Limberis, Andre’ Roux, Nicholas Cutler, Stephen Brierley, Adam Rudd, Michael Stathopoulos, Kirsty Wilson) and our CLIENTS for making it such a worthwhile journey thus far.
Thanks to Emilia Rivolta for the being the inspiration of this video and Victoria Arellano Sasiain for making it look slicker.
If you have 2 mins it's worth a watch.

Check out this 1080p designed by Victoria Arellano.

01/02/2021

Delighted Omba Director Mark Perchtold was named as one of the PAM 50 Most Influential in wealth management: https://www.ombainvestments.com/about/press/pam-50-most-influential/

16/12/2020

BIGGER than Hollywood, the Music industry and the NFL combined!?

eSports & Video Gaming: A first in a series for the year ahead. We take a look at the size of the market and what will drive future growth. We explore some of the leagues, teams, and games that comprise the eSports ecosystem and then analyse an eSports ETF and elaborate on why we like exposure to the sector.

In this unique and exciting research piece we explore a specific thematic trend: Video Gaming and eSports adoption. A first in a series for the year ahead we ta

09/12/2020

The Omba Moderate Risk Global Allocation Fund is a globally diverse fund which invests using Exchange Traded Funds (ETFs) across both equity and fixed income markets. The Fund has flexibility to reduce or increase its equity weighting based on market conditions and applies a valuation-based approach to tactically overweight and underweight countries and sectors using ETFs. The Fund is a great building block for investors who want diverse, low-cost exposure to different asset classes, countries, sectors and currencies – which is becoming ever more important in an uncertain world.

09/12/2020

Many people around the world have multi-asset class portfolios. We think too many investors fail to ask the right questions to understand design, exposures, risks and fees.
In this publication we ask some of these questions and answer them too -

Many people around the world have multi-asset class portfolios. We think too many investors fail to ask the right questions to understand design, exposures, risks and fees. In this document we ask some of these questions and answer them too.

09/11/2020

Director Mark Perchtold discusses Omba's competitive edge

BLACK ONYX interviews award winning asset managers. Here we discuss the various ETF and Fund of ETF strategies with Mark Perchtold and David Pierson (Founder...

09/11/2020

The Omba Moderate Risk Global Allocation Fund is a globally diverse fund which invests using Exchange Traded Funds (ETFs) across both equity and fixed income markets. The Fund has flexibility to reduce or increase its equity weighting based on market conditions and applies a valuation-based approach to tactically overweight and underweight countries and sectors using ETFs. The Fund is a great building block for investors who want diverse, low-cost exposure to different asset classes, countries, sectors and currencies – which is becoming ever more important in an uncertain world.