Robert Jeffree has been appointed as Chief Executive Officer of Omnis Investments (“Omnis”). In his role as CEO, Robert will be responsible for the leadership of Omnis, and will report to Richard Houghton, Chief Executive Officer of The Openwork Partnership. The appointment is subject to regulatory approval.
Robert is currently the Chief Investment Officer at Omnis and will retain these responsibilities in the short term alongside the CEO role, supported by the wider investment team.
Omnis manages over £10 billion in assets, exclusively on behalf of The Openwork Partnership, a network of 4,600 financial advisers across the country, and 2plan Wealth Management.
Robert brings over 25 years of asset management experience to the role, the last seven in CIO roles. He joined Omnis in 2020 as Chief Investment Officer, where he has led the investment team. He has also held roles as CIO at C Hoare & Co and Banque Transatlantique. Robert began his career as an investment analyst at HSBC Asset Management in 1995 before training as a fund manager on the European equities desk. He then joined McKinsey as an investment management consultant and in 2004 moved to New Star Asset Management as a fund manager covering Multi-Asset and Asia portfolios.
Richard Houghton, Chief Executive Officer of The Openwork Partnership, commented: “During my time working with Robert as CIO of Omnis, he has demonstrated exceptional leadership skills and is clearly the right person for the job. I look forward to continuing to work closely with him to build on the success of our investment proposition, and ensuring it continues to evolve in line with our client needs.”
Doug Naismith, Omnis Investments Chair, said: “Robert has proved himself during a very challenging period as CIO over the last two years and we feel confident that he will be an excellent leader of the business as we move forward.”
Robert Jeffree, Chief Executive Officer of Omnis Investments, said: “I am excited to take up the role of CEO, and to continue working with the talented team here at Omnis to ensure we are delivering for our clients. My priority will be to grow our business and continue to offer investors unparalleled investment opportunities.”