Investment Services

Orbis Investments (UK)

Orbis Investments (UK) is a company based in London, England that specializes in providing investment services and financial services. With a focus on delivering high-quality investment solutions to clients, Orbis Investments (UK) is committed to helping individuals and businesses achieve their financial goals.

Introduction to Orbis Investments (UK)

Orbis Investments (UK) is a financial services company based in London, England. Founded in 1989, the company has a rich history of providing investment services to its clients. Orbis Investments (UK) is unique in that it takes a long-term approach to investing, focusing on value investing and building long-term relationships with its clients.

Services & Products

Orbis Investments (UK) offers a range of investment services to its clients, including equity, fixed income, and multi-asset strategies. The company's investment philosophy is based on a long-term, contrarian approach, which seeks to identify undervalued securities that have the potential to outperform over the long term.

Location

Orbis Investments (UK) is located in the heart of London, in the Dorset Square neighborhood. The area is known for its historic architecture, boutique shops, and vibrant nightlife. The closest public transportation options include the Baker Street tube station (0.3 miles away), the Marylebone train station (0.5 miles away), and the Paddington tube and train station (0.8 miles away).

Benefits

Customers should choose Orbis Investments (UK) because of the company's long-term approach to investing, its focus on value, and its commitment to building long-term relationships with its clients. Orbis Investments (UK) has a proven track record of delivering strong returns to its clients over the long term.

Good to Know

Customers should be aware that Orbis Investments (UK) takes a contrarian approach to investing, which means that the company's investment strategies may not always align with current market trends. However, the company's long-term approach has proven to be successful over time.

Reviews

Customers have praised Orbis Investments (UK) for its long-term approach to investing, its focus on value, and its commitment to building long-term relationships with its clients. Many customers have reported strong returns on their investments, and have expressed satisfaction with the level of service provided by the company.

Amenities

investment advice
financial planning
tax planning
retirement planning
portfolio management
financial education
wealth management
asset allocation
risk management

FAQ

What types of investment products do you offer?

We offer a range of investment products including equity, fixed income, and multi-asset portfolios. Our investment approach is based on long-term value investing, with a focus on identifying high-quality companies with sustainable competitive advantages.

What is your minimum investment amount?

Our minimum investment amount varies depending on the specific product and region, but generally starts at around £100,000 for institutional clients and £5,000 for individuals investing through a financial advisor.

What fees do you charge for your services, and how are they calculated?

Our fees vary by product and client type, but generally include a management fee and a performance fee. Management fees are calculated as a percentage of assets under management, typically ranging from 0.5% to 1.5%. Performance fees are calculated as a percentage of investment gains above a certain benchmark. We believe in aligning our interests with those of our clients, and our fees are structured accordingly.

Can you provide examples of past performance for your investment portfolios?

We are proud of our long-term track record of delivering strong investment performance across a range of products and regions. However, past performance is not indicative of future results, and we believe in making investment decisions based on a thorough understanding of individual companies and their long-term potential.

How do you develop an investment strategy for your clients?

We take a highly disciplined and research-driven approach to developing investment strategies for our clients. This includes conducting in-depth analysis of individual companies and industries, as well as considering broader macroeconomic trends and market conditions. We work closely with our clients to understand their unique investment objectives and risk tolerance, and develop customized investment solutions to help them achieve their goals.

Reviews

Charlie Ryder

Simple, transparent, and decent returns over the medium-long term. Could benefit from having an investment app

29-05-2021
Tom Lee

easy for family and people to gift to kids junior ISA's and makes ok return

29-05-2021
Zeeshan Muhammad

A two-year update: As of 1st June 2019, Orbis has done a very poor job of investing our money. Every Orbis investment portfolio we held lost money, and the amount of loss far exceeds inflation as well as a basic RPI index-linked bond. We as a family have been using Orbis Investments since 2nd May 2017 and each person had invested £20K of their individual stocks & shares ISA 2017 allowance into Orbis. Total losses are roughly 6.4% for every account, for a combined multi-account loss of £7,680. Six members of the family invested. Each person in the family invested £5,980~ of their £20K allowance in the Orbis "Global Equity" fund - this investment lost 1% in value. Each person in the family invested £14,120~ of their £20K allowance in the Orbis "Global Balanced" fund - this investment lost 5.4% in value. These figures also include the £100 top-up Orbis offered for every new account, meaning each person's total sum was £20,100 before losses. As a family, we normally invest our yearly allowance via AJ Bell YouInvest and focus our investments in ETFs and shares that provide quarterly dividends. We normally get around 5-12%~ in gains per year. We wanted to give Orbis a go as they are an actively managed fund spread across two fund portfolios. Orbis performance is far below what one can achieve by opting for a basic equity bond, such as one offered by the UK government under their National Savings and Investments (NS&I) brand, or by investing into ETFs and shares. To say we are unimpressed with Orbis is an understatement. Previous review left in May 2017 (when we signed up): I've received excellent levels of customer support from Orbis Access -- they've promptly responded to my support enquiries via Twitter, Facebook and via their internal member's messaging system. When we experienced issues with their recent £100 cash ISA top-up match offer, they manually corrected the issue and fixed all of our new accounts within 48 hours of me raising a support ticket. I was very impressed with this turn-around time. If you're looking for a way to use up your £20K stocks & shares ISA allocation for 2017-2018 without having to learn to manage your own shares or ETF portfolios, I would recommend you give Orbis Access a go. Orbis Access offers two actively managed funds, one called "global equity fund" and the other called "global balanced fund". One fund has higher returns but has a greater risk of loss, and the other fund reduces the risk but has lower returns (by focusing on government bonds and gilts). You choose which fund you're comfortable with investing your money into and then forget about it. If you're comfortable handing your own investments and want a higher return on your investments, I would personally recommend opting for AJ Bell's Youinvest trading platform, followed by Charles Stanley Direct and then Cavendish Online. You can learn more about these investment options on Money Saving Expert (MSE) web site.

29-05-2020
Jussie

Their website is simple enough to understand and navigate, any enquires get answers promptly.

29-05-2019
R B

I HATE THIS PLACE!!!!!!!!!!

29-05-2018
EY Kalman

29-05-2017
Ibrahim Mudey

wow

29-05-2017
Melody Feng

29-05-2016