Orbis Investments targets wholesale, explores two fund additions

Outgoing UK retail head thanks IFAs for their support amid ‘next phase’

Jen Frost
clock • 3 min read

Orbis Investments retail arm is lasering in on wholesale growth and exploring the launch of two funds in the UK, leaders at the business told PA.

Speaking during an interview on Orbis' UK retail leadership transition, recently appointed Orbis head of UK retail investments Matthew Spencer outlined that the business will look to build on its regional success with IFAs by growing its wholesale proposition. "What we are currently thinking, is that we resonated with the IFAs, but how do we have the same sort of traction in the more wholesale space?" Spencer said. Orbis Investments' focus is set to ramp up on the discretionary fund management (DFM) and managed portfolio service (MPS) space. The "pendulum has swung" towards MPS and...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

Jen Frost
Author spotlight

Jen Frost

Editor at Professional Adviser

More on Your profession

Targeted support signals evolution in advice delivery

Targeted support signals evolution in advice delivery

Softer launches expected at first

Isabel Baxter
clock 10 April 2026 • 1 min read
CII: Vulnerable client management is 'an opportunity for growth'

CII: Vulnerable client management is 'an opportunity for growth'

Firms can expand potential client bases

Isabel Baxter
clock 07 April 2026 • 2 min read
Common language used by advisers triggers anxiety and distrust among retirees

Common language used by advisers triggers anxiety and distrust among retirees

Product-led communication one of the biggest drivers of mistrust

Laura Purkess
clock 01 April 2026 • 1 min read