|Managed Portfolio Service
Omba’s Managed Portfolio Service (MPS) caters to the clients of UK Financial Advisers. Our service is designed to provide your clients with transparent, cost-effective and tax-efficient access to global and multi-asset managed portfolios.
We proudly offer three distinct ranges: Core, ESG and UK. Omba MPS includes a comprehensive selection of investment options to effectively meet the diverse and ever-changing needs, investment objectives and risk profiles of your clients.
Your MPS Solutions
CORE
For investors that have a diverse range of risk/return profiles.
ESG
For investors looking to incorporate ESG criteria into their portfolios.
UK
For investors that require a higher allocation to the UK market.
HOW WE HELP ADVISERS
Direct Access to our Investment Team
Access to Portal and App
Performance Reporting
Monthly Factsheets & Quarterly Reports
Regular Market & Macroeconomic Coverage
Outsourced Discretionary Management
ADVISER RESOURCES
| Title | |||
|---|---|---|---|
|
Omba Core Global Balanced Factsheet |
MPS Factsheets | 31 October 2024 | Download |
|
Omba Core Global Conservative Factsheet |
MPS Factsheets | 31 October 2024 | Download |
|
Omba Core Global Equity Factsheet |
MPS Factsheets | 31 October 2024 | Download |
|
Omba Core Global Growth Factsheet |
MPS Factsheets | 31 October 2024 | Download |
|
Omba Core Global Income Factsheet |
MPS Factsheets | 31 October 2024 | Download |
|
Omba Core Global Thematic Equity Factsheet |
MPS Factsheets | 31 October 2024 | Download |
|
Omba ESG Global Equity Factsheet |
MPS Factsheets | 31 October 2024 | Download |
|
Omba UK & Global Equity Factsheet |
MPS Factsheets | 31 October 2024 | Download |
HOW TO INVEST
Initial engagement with Omba representative
An in-depth review of our solutions to ensure our products meet the needs of your clients.
Review and finalise onboarding documents
This includes signing the ‘Agent as Client’ agreement.
Engage with your platform provider
Copy us into the correspondence with your platform provider and provide their details. We’ll work with you to get everything in place.
Work together serving your clients.
We can provide ongoing supporting documents and white-labelled materials to aid you with your client conversations.
PLATFORM AVAILABILITY
RISK RATING PROVIDERS
CONTACT US
ALEX MURRAY
T: 0203 176 8400
M: 0788 051 8100
alex.murray@ombainvestments.com
BEN NOTT
T: 0203 176 8400
M: 0759 550 7270
ben.nott@ombainvestments.com
DISCLAIMER