The vast majority (90%) of Orbis Investments clients come from financial advisers and consequently they have helped to build the business.
This is what Orbis Investments head of UK retail Matthew Spencer told Money Marketing.
“This is why we are so loyal to advisers.”
In 2025, Orbis will have held 103 adviser focused events altogether, as Spencer added: “we are always thinking of what else we can do for advisers”.
Spencer also said that Orbis is the only investment manager in the UK which refunds the investor fund fess if it underperforms.
If an Orbis fund underperforms it triggers a refund of the performance fee paid by investors. The investor is paid the fee back at the same rate Orbis took the payment.
Spencer said Orbis has a saying to describe this offer:
“When you are upset with fees, you will be delighted with the performance.
“When you are upset by the performance, you will be delighted with the fees.”
He said: “Nothing gives trust and loyalty more when you are paying fees back when you underperform.”
Still, Spencer concluded: “We would be nowhere without support from advisers.”
In August 2024, Spencer became Orbis head of UK retail, following Marcel Bradshaw who retired from Orbis at the end of 2024, after seven years in the role.
Prior to becoming head of UK retail, Spencer led the Investment Counsellor team at Orbis, which is responsible for servicing institutional clients and investment consultants globally.
Orbis said that, under Bradshaw’s leadership, its UK retail presence and reputation has “greatly increased”, and many long-lasting relationships with advisers and investment platforms have been established.
It added that Spencer will continue to focus on UK advisers as well as exploring opportunities to further expand the reach of Orbis to a broader UK client base that “aligns with the firm’s values and approach”.
Orbis is a global investment manager founded in 1989 and has £35bn in assets under management (AUM).
