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Orbis Investment Advisory

Full company profile

uuid0008n4z

Namestring
Orbis Investment Advisory
Websiteurl
orbis.com
Company typeenum
Private
Founded yearint
1973
Short descriptiontext

Orbis Investment Advisory is a privately-held global investment management firm founded in 1973 and headquartered in London, United Kingdom, providing security and advisory services to institutional clients across multiple regional markets.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
251–500
akta.pro rankint
HeadquartersLondon, United Kingdom
HQ citystring
London
HQ countrystring
United Kingdom
HQ regionstring
Europe
Markets served

Serves global market

Keyword5 values
investment management, private equity, asset management, wealth advisory, portfolio management
Industry3 codes
1Advisory Portfolio Management (Non-Discretionary)
CodeFSAAABADPrimaryYes
2Corporate Strategy Advisory
CodeBPAHADAAPrimaryNo
3Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory)
CodeBPAHAOALPrimaryNo
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Other Financial Investment Activities5239
SIC code2 codes
  • Investment Advice6282
  • Finance Services6199
Product category
Investment Management
Cost components5 values
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Orbis Investment Advisory is a global private investment management firm that provides security and advisory services. The firm manages private investment portfolios for institutional clients, with operations rooted in London, UK and an institutional-focused web presence at orbis.com.

Differentiator
Functional benefit
Problem solved
Product and service1 record
1Private Investment Management
CategoryInvestment Management
No data
Peers10 records
TypeDirect peer
Description

Subsidiary of Lazard providing active global equity, fixed income, and multi-asset strategies to institutional clients; closely comparable as an advisory-driven global investment manager serving sophisticated mandates.

TypeBroad incumbent
Description

World's largest asset manager offering institutional investment and advisory services across virtually all asset classes; broadly comparable as an incumbent in the same institutional advisory/security category, though not focused on Orbis's niche.

TypeDirect peer
Description

Global investment manager headquartered in the UK offering institutional security and advisory solutions across equities, fixed income, and alternatives; directly comparable institutional peer.

TypeDirect peer
Description

London-listed global investment management firm offering active quantitative and discretionary strategies to institutional clients; directly comparable on geographic base and institutional channel.

TypeBroad incumbent
Description

Global investment manager offering institutional and intermediary solutions with strong emphasis on responsible/ESG investment advisory; comparable as a broad incumbent in the institutional security and advisory market.

TypeDirect peer
Description

London-headquartered global asset manager offering institutional and intermediary investment solutions across equities, fixed income, and alternatives; directly comparable given overlapping London base, institutional focus, and broad security/advisory mix.

TypeDirect peer
Description

Edinburgh-headquartered global investment manager focused on active equity and multi-asset strategies for institutional and intermediary clients; directly comparable as a mid-to-large privately-oriented active manager serving global mandates.

TypeDirect peer
Description

London-based active asset manager offering institutional and wholesale investment solutions; comparable as a UK-domiciled active manager focused on traditional security mandates.

TypeDirect peer
Description

Zurich-based active asset manager serving institutional clients with multi-asset, equities, and fixed income strategies; comparable on cross-border institutional distribution and active advisory model.

TypeDirect peer
Description

London-headquartered global investment manager (pre-merger heritage) offering active fixed income, equities, and alternatives to institutions; directly comparable on UK base and institutional product mix.

Market position
Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Orbis Investment Advisory

Investment Managementorbis.com

Orbis Investment Advisory is a privately-held global investment management firm founded in 1973 and headquartered in London, United Kingdom, providing security and advisory services to institutional clients across multiple regional markets.

Orbis Investment Advisory firmographics

Firmographics
Name
Orbis Investment Advisory
Website
https://orbis.com
Company type
Private
Founded year
1973
Operating status
Operating
Headcount range
251–500 employees
Short description
Orbis Investment Advisory is a privately-held global investment management firm founded in 1973 and headquartered in London, United Kingdom, providing security and advisory services to institutional clients across multiple regional markets.
Ownership category
akta.pro rank

Orbis Investment Advisory industry classification

Industry
Product category
Investment Management
NAICS
Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239)
SIC
Investment Advice (6282), Finance Services (6199)
akta.pro primary industry
Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
akta.pro secondary industries
Corporate Strategy Advisory (BPAHADAA), Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

Keywords

  • Investment management
  • Private equity
  • Asset management
  • Wealth advisory
  • Portfolio management

Where Orbis Investment Advisory is headquartered

Location

Headquarters

HQ city
London
HQ country
United Kingdom
HQ region
Europe

Markets served

Orbis Investment Advisory business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Orbis Investment Advisory product offering

Product offering

Core offering

Orbis Investment Advisory is a global private investment management firm that provides security and advisory services. The firm manages private investment portfolios for institutional clients, with operations rooted in London, UK and an institutional-focused web presence at orbis.com.

Differentiator

Problem solved

Functional benefit

Products and services

  • Private Investment Management

Companies that use Orbis Investment Advisory

Customer profile

Ideal customer profiles1 record

Orbis Investment Advisory technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Orbis Investment Advisory competitors and assessment

Company assessment

Direct peers

  • Lazard Asset Management: Subsidiary of Lazard providing active global equity, fixed income, and multi-asset strategies to institutional clients; closely comparable as an advisory-driven global investment manager serving sophisticated mandates.
  • abrdn (Aberdeen): Global investment manager headquartered in the UK offering institutional security and advisory solutions across equities, fixed income, and alternatives; directly comparable institutional peer.
  • Man Group: London-listed global investment management firm offering active quantitative and discretionary strategies to institutional clients; directly comparable on geographic base and institutional channel.
  • Schroders: London-headquartered global asset manager offering institutional and intermediary investment solutions across equities, fixed income, and alternatives; directly comparable given overlapping London base, institutional focus, and broad security/advisory mix.
  • Baillie Gifford: Edinburgh-headquartered global investment manager focused on active equity and multi-asset strategies for institutional and intermediary clients; directly comparable as a mid-to-large privately-oriented active manager serving global mandates.
  • Jupiter Asset Management: London-based active asset manager offering institutional and wholesale investment solutions; comparable as a UK-domiciled active manager focused on traditional security mandates.
  • GAM Investments: Zurich-based active asset manager serving institutional clients with multi-asset, equities, and fixed income strategies; comparable on cross-border institutional distribution and active advisory model.
  • Henderson (now Janus Henderson): London-headquartered global investment manager (pre-merger heritage) offering active fixed income, equities, and alternatives to institutions; directly comparable on UK base and institutional product mix.

Broad incumbents

  • BlackRock: World's largest asset manager offering institutional investment and advisory services across virtually all asset classes; broadly comparable as an incumbent in the same institutional advisory/security category, though not focused on Orbis's niche.
  • Federated Hermes: Global investment manager offering institutional and intermediary solutions with strong emphasis on responsible/ESG investment advisory; comparable as a broad incumbent in the institutional security and advisory market.

Market position

Customer concentration

Orbis Investment Advisory social profiles

Digital presence

Orbis Investment Advisory financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Orbis Investment Advisory leadership team

Management profile

Number of profiles

Orbis Investment Advisory funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Orbis Investment Advisory M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Orbis Investment Advisory

What does Orbis Investment Advisory do?

Orbis Investment Advisory is a global private investment management firm that provides security and advisory services. The firm manages private investment portfolios for institutional clients, with operations rooted in London, UK and an institutional-focused web presence at orbis.com.

When was Orbis Investment Advisory founded?

Orbis Investment Advisory was founded in 1973. It employs 251 to 500 people.

Where is Orbis Investment Advisory based?

Orbis Investment Advisory is headquartered in London, United Kingdom, in the Europe region.

Who are Orbis Investment Advisory's main competitors?

Direct peers on record are Lazard Asset Management, abrdn (Aberdeen), Man Group, Schroders, Baillie Gifford, Jupiter Asset Management, GAM Investments and Henderson (now Janus Henderson). Broad incumbents are BlackRock and Federated Hermes.

Does Orbis Investment Advisory have an API?

No public API is recorded for Orbis Investment Advisory.

What industry is Orbis Investment Advisory in?

Orbis Investment Advisory's product category is Investment Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of BPAHADAA, Corporate Strategy Advisory. Its NAICS code is 523940 and its SIC code is 6282.

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