Omnis Investments Limited (“Omnis”), Openwork’s specialist asset management company with £7.9bn under management, has appointed Robert Jeffree as its Chief Investment Officer (CIO) to support continued growth and development at the business.
Robert brings wide experience and expertise in building and growing investment offerings while delivering strong performance for advisers and their clients across his senior roles at Banque Transatlantique, C Hoare & Co, and New Star Asset Management.
His appointment follows the decision earlier this year by Toni Meadows to seek new challenges after three-and-a-half years as CIO at Omnis. During this time assets under management grew by almost £4 billion and new high-quality funds and managers were added to the roster.
Robert Jeffree joins from Banque Transatlantique where he was CIO for three years. Prior to that he was CIO at C Hoare & Co, the UK’s oldest privately-owned bank, which he joined as the Head of Fund Selection in 2009.
He started his career as HSBC Asset Management as an investment analyst before switching to become a trainee fund manager. He moved to McKinsey for seven years where he worked on investment management processes and strategies before joining New Star Asset Management.
Dominic Sheridan, CEO of Omnis Investments, said: “Robert brings substantial wealth management experience to Omnis and I am delighted to have attracted an investment professional of his calibre to succeed Toni. Robert brings a wealth of fresh thinking and deep experience to the role and an excellent track record in driving client value.”
Robert Jeffree, CIO, added: “I am focused on taking Omnis to the next stage and building on its reputation as a fast-growing, professional and exciting company. The future development plans are compelling and a major motivation for joining at such an exciting time.”
Omnis Investments Limited is wholly owned by Openwork Holdings Limited.