Omnis Investments is a specialist investment company providing high quality investment solutions to clients. Our funds are available exclusively through the financial advisers of Openwork Limited and 2Plan Wealth Management.
We work with leading global investment management firms to offer a range of funds spanning different asset classes and regions. The investment managers of each fund have been appointed by Omnis following a rigorous selection process. Using a wide range of market data and expert independent analysis, the Omnis investment team oversees each of the funds, ensuring the manager delivers over the long-term against the objectives of the funds. Our funds are run on an active basis, which means the managers are free to select the individual investments they think will help them to outperform their segment of the market.
Where necessary, Omnis can appoint new investment managers on any of its funds at any point, following the same rigorous selection process. The advantage of this approach is that, should it be appropriate to replace any fund manager, this can be done without the need to move your money from one fund to another. It remains invested in the same Omnis fund and we simply appoint a new investment manager to manage the investments. The Investment Team works closely with each of the Omnis investment managers and has full visibility of the composition of each of the funds. So, as potential opportunities and threats emerge and market conditions evolve, the team understands how each of the fund managers is responding.
The Investment Team is overseen by the Omnis Board which contains a great deal of investment knowledge. Its members include senior individuals from Omnis and Openwork who are supported by external investment professionals, whose skills and expertise provide wider perspectives.
The Omnis Investment Team also oversees the Omnis Model Portfolio Service (OMPS), a discretionary investment management service provided by Openwork Wealth Services Ltd, which is available exclusively through financial advisers of Openwork Limited and 2Plan Wealth Management.
OMPS aims to keep your investments aligned to your financial goals and deliver the right outcomes for you on a long-term basis (which we define as at least five years), whilst seeking outperformance through an active asset allocation approach. Our investment team constantly monitors the global market environment and adjusts portfolio exposures to take advantage of the most compelling investment opportunities
At the heart of our investment approach is a focus on maximising returns from well-defined levels of risk. Each of the portfolios has what we call a ‘strategic asset allocation’. This is the framework for the mix of the diverse types of investments in each portfolio. The aim is to provide the level of diversification we consider appropriate to deliver strong returns while always staying true to the portfolio’s risk profile. The portfolios then invest in the various actively managed Omnis funds.
The asset allocation of each portfolio can be adjusted by the investment team to reflect market conditions. The investment team considers the asset allocations on an ongoing basis and may adjust these as it deems necessary. This active or ‘tactical’ management is what really sets OMPS apart from more static types of investment portfolios; it is through making these regular adjustments that additional outperformance may be achieved.
Below are illustrations of the strategic asset allocation of each of the portfolios*.
Robert Jeffree, Chief Investment Officer Robert joined Omnis in 2020 having begun his career at HSBC Asset Management’s in 1995. He initially joined as an investment analyst before training as a fund manager on the European equities desk. After 3 years at HSBC, he moved to McKinsey as an investment management consultant. In 2004 he joined New Star Asset Management as a fund manager for their MultiAsset and Asia portfolios.
Colin Gellatly, Deputy Chief Investment Officer Colin has over 14 years’ experience in investment management, the past 7 of which have been spent at Omnis. Throughout his career, he has specialised in tactical asset allocation strategies for multi-asset portfolios, as well as being heavily involved in fund manager selection and portfolio risk analysis.
Jonathan Gosling, Investment Manager Jonathan Gosling joined Omnis in 2017 from Towry Investment Management, where he focused on the firms' fund manager research efforts and helped formulate asset allocation and investment strategy. At Omnis, he works closely with our third party investment managers to monitor the management of the Omnis funds and is instrumental in the selection process of new managers.
Rohit Vaswani, Client Portolio Manager Rohit has over 13 years’ experience in financial services, in a variety of roles. He began his career at Fidelity International, working with investors globally to provide investment solutions and more recently worked with fund managers and fund buyers at Portfolio Adviser, a leading UK-based investment publication.
Luke Parsons, Investment Analyst Luke joined Omnis Investments in 2018 with a focus on fund and market research. Luke works closely with Jonathan on the manager research process, provides perfromance analysis of our funds and portfolios and contributes to the macroeconomic analysis and tactical asset allocation processes.
William Jones, Investment Analyst William joined Omnis Investments in 2019 with a focus on research and fund analysis. William undertakes risk analysis for our funds and porfolios and assist the wider team in the investment manager oversight.
