Our fund managers

Nicolas Trindade

Omnis Short-Dated Bond Fund

Nicolas joined AXA Investment Management in July 2006. He is currently a senior portfolio manager with the Sterling Credit team and leads the Sterling Credit Alpha Group. Nicolas holds an MSc in Diplomacy and International Strategy from the London School of Economics and Political Science and a Master’s degree in IT Engineering from Telecom SudParis.

He holds two Master’s degrees, one in Diplomacy and International Strategy from the London School of Economics and one in IT Engineering from Telecom Sud Paris. He is also a CFA charterholder.

Paul Flood

Omnis Multi-Asset Income Fund

Paul Flood is a fund manager with Newton, one of BNY Mellon Investment Management’s investment specialist firms. He is the lead manager of the Newton Multi-Asset Diversified Return Fund, and provides leadership and analysis on asset allocation, alternatives and derivatives for the wider house.

Paul is chairman of the derivatives process group, and a member of the asset class strategy group. He joined Newton in 2006, prior to which he worked at Mellon Investment Funds Europe as a unit trust dealer. Paul attended St Andrews University and is a CFA Charterholder.

Alasdair Ross

Omnis Sterling Corporate Bond Fund

Alasdair Ross joined Columbia Threadneedle in 2003 and is Head of Investment Grade Portfolio Management and lead portfolio manager for UK, European and Global credit portfolios.

Between joining the company in 2003 and becoming a portfolio manager in 2007, Alasdair had responsibility for covering the technology, media, telecommunications, utility and energy sectors, as well as the sterling whole business securitisation sector. Prior to joining the company, Alasdair worked at BP plc in a rotation of commercial roles. 

Alasdair has a first class honours degree in Politics, Philosophy and Economics from the University of Oxford. He also holds the Chartered Financial Analyst designation.

Alex Lyle

Managed

Alex Lyle is Columbia Threadneedle’s Head of Managed Funds. In 1980, he joined Hambros Bank’s unit trust division, which was acquired by Allied Dunbar in 1981 and subsequently became part of Threadneedle Investments in 1994. He managed UK equity portfolios for more than 20 years. He was appointed joint head of Threadneedle’s Pan European equity team in December 1999 and then Head of Managed Funds in May 2003. In this role he takes responsibility for a large number of our managed funds, is a member of the asset allocation committee and is a key investment contact between Columbia Threadneedle and some of our major clients.

Dave Chappell

Omnis UK Gilt Fund

Dave Chappell joined Columbia Threadneedle when it acquired Scudder Investments in 1997. He is a Senior Portfolio Manager in the interest rate and currency team within Fixed Income and plays a key role in US and UK rate and economic forecasting.

Dave joined Scudder as a Fixed Income Dealer before becoming an Insurance Asset Portfolio Manager in 1997.

Dave is responsible for managing a broad range of US and UK fixed income mandates for insurance companies and several global government portfolios.

Alex Duffy

Omnis Global Emerging Markets Equity Leaders Fund

Alex has 15 years of investment experience, all of which he has gained at Fidelity, which he joined in 2004 as a European Business Services Analyst. He manages the Fidelity Emerging Markets Focus strategy and since April 2015, Alex has been solely focused on managing global emerging market equities. 

He joined Fidelity from university and holds an MA in Economic Analysis from the University of Nottingham.

Claudio Ferrarese

Omnis Strategic Bond Fund

Claudio Ferrarese is portfolio manager at Fidelity International and has co-manager responsibility for the company’s total return franchise. He joined Fidelity in 2006 as part of the quantitative research team, where his main responsibility was portfolio construction and trade idea generation in credit, rates, FX, structured credit and credit options. Prior to joining Fidelity he worked as a structured finance analyst at Capitalia Banking Group, Rome.

Tim Foster

Omnis Strategic Bond Fund

Tim Foster is a portfolio manager of Fidelity International’s money market, inflation linked and total return bond disciplines. He joined the company in 2003 as a quantitative analyst and became a portfolio manager in 2007. Through this time he has widened his portfolio management responsibility beyond short-dated portfolios, including into corporate and inflation-linked bonds.

Sam Morse

Omnis European Equity Leaders Fund

Sam assumed responsibilty for the management of the Fidelity European Fund in 2010 and the Fidelity European Values Fund in 2011. Prior to becoming a portfolio manager, Sam spent two years as a research analyst with Fidelity, covering a range of sectors, then six years as an equity income fund manager at Fidelity. He was also previously Head of Equities at M&G from 1997 to 2003.

Colin Morton

Omnis UK All Companies Fund

Colin Morton joined Franklin Templeton Investments when it acquired Rensburg Fund Management in January 2011. He joined Rensburg in 1988 as a private client executive, before becoming an investment manager in 1991. He began his career in 1983 as a trainee stockbroker with Wise Speke & Co. Colin is lead manager for the Franklin UK Equity Income Fund and Franklin UK Rising Dividends Fund and is co-manager of the Franklin UK Managers’ Focus Fund.

Richard Bullas

Omnis UK Smaller Companies Fund

Richard Bullas joined Franklin Templeton Investments when it acquired Rensburg Fund Management in January 2011.

Richard joined Rensburg as a trainee fund manager in 2000. He was promoted to Assistant Fund Manager three years later and then Fund Manager and Associate Director in 2006. He began his career as an auditor at a chartered accountant.

Richard is co-manager on the Franklin UK Smaller Companies Fund and manages the Smaller Companies portion of the Franklin UK Manager's Focus Fund.

Suhail Shaikh

Omnis Diversified Returns Fund

Suhail is Chief Investment Officer at Fulcrum Asset Management and has been a Partner since 2005. Prior to this he was at Goldman Sachs, Investment Strategy Group (2002-2005), Global Equity then Global Fixed Income & Currency Asset Management (2000-2002). He studied at London School of Economics & Political Sciences, gaining a BSc in Management (1997-2000). He has been a CFA charterholder since 2003.

Nabeel Abdoula

Omnis Diversified Returns Fund

Nabeel is a Partner at Fulcrum Asset Management, working in Multi Asset Strategies since 2011.  Prior to this he was at Goldman Sachs working in the Investment Strategy Group (2007-2011). He studied at Warwick University, and has a BSc in Mathematics, Operational Research, Statistics.

Fraser Lundie

Omnis Absolute Return Bond Fund

Fraser joined Hermes in February 2010 and is Head of Credit and lead manager on the Hermes range of credit strategies. Prior to this he was at Fortis Investments, where he was responsible for European high yield credit. In 2017, Fraser joined the board of CFA UK, a member society of the CFA Institute. In 2015 Fraser was named as one of the top 10 star fund managers of tomorrow by the Daily Telegraph, and the following year Citywire Americas named Fraser number one in their global high yield manager review.

Fraser graduated from the University of Aberdeen with an MA (Hons) in Economics; he earned an MSc in Investment Analysis from the University of Stirling and is a CFA charterholder

Ben Whitmore

Omnis Income & Growth Fund

Ben Whitmore joined Jupiter Asset Management in 2006 and is currently Head of Strategy, Value Equities.

He manages the Jupiter UK Special Situations Fund and the Jupiter Income Trust and also co-manages the Jupiter Global Value Equity Fund and Jupiter Global Value fund. Before joining Jupiter, Ben worked at Schroders, managing both retail and institutional portfolios and around £2 billion of assets.

Ross Teverson

Omnis Global Emerging Markets Equity Opportunities Fund

Ross joined Jupiter in 2014 as Head of Strategy, Global Emerging Markets. Prior to joining Jupiter, Ross worked for 15 years at Standard Life Investments, where he managed a Global Emerging Markets Equity Fund. During this time, Ross spent 7 years in Standard Life Investment’s Hong Kong office, where he managed an Asian equity fund, and was a director of the business. 

He was also appointed director of Heng An Standard Life, a Chinese life insurance joint venture between Standard Life and Tianjin Economic-Technological Development Area.

Ross is a graduate of Oxford University and is a member of the Chartered Financial Analyst Institute.

Martin Cholwill

Omnis UK Equity Income Fund

Martin Cholwill, senior fund manager, joined Royal London Asset Management (RLAM) in February 2005 to focus solely on managing the Royal London Equity Income Fund. He began his fund management career in 1983, spending 21 years working for AXA Investment Managers, managing a wide variety of UK equity mandates. In 1996 he took over managing AXA’s UK Equity Income Fund which he ran successfully until joining RLAM.

Graham Clapp

Omnis European Equity Opportunities Fund

In September 2017 Graham completed a deal to join RWC Partners, along with his investment team, from Pensato, which he founded in 2008. Before establishing Pensato, Graham worked at Fidelity Investments for 22 years, leading its European Institutional Group from 1991 to 2004. Having delivered strong investment returns while doing this, Graham was asked in 2002 to take over Fidelity International’s flagship European fund.

Masaki Taketsume

Omnis Japanese Equity Fund

Masaki Taketsume started his investment career in 1994 as a Portfolio Manager at Nikko Investment Trust Management. He moved to Deutsche Asset Management in 1998 and held various roles including US Equity Fund Manager, US Equity Research Analyst and Japanese Equity Research Analyst. Masaki spent two years with Deutsche Securities Inc between 2005 and 2007 as a Japanese Equity Research Analyst covering the Industrial Electronics sector and then joined Schroders’ Tokyo office as Research Analyst covering technology stocks.

Masaki holds a BA in Economics from Keio University in Japan. He is a CFA charter holder and Chartered Member of the Security Analysts Association of Japan (CMA).

Paul Grainger

Omnis Global Bond Fund

Paul Grainger joined Schroders in 2015 as a Senior Portfolio Manager in the Fixed Income team, based in London. His earlier career began in 1995 within the BZW Securities graduate training programme where he rotated through Fixed Income sales and trading and into asset management at Barclays Global Investors.  In 1999 he moved to Gartmore as a Senior Portfolio Manager and then moved to F&C Asset Management in 2003.  In 2006 he moved to Wellington Management as a Portfolio Manager and latterly in 2014, co-founded a financial technology firm named yoyoDATA before moving to Schroders in 2015.   Paul graduated from Exeter University in 1995 with a B.A. in Economics and European Studies and he is a Member of the United Kingdom Society of investment professionals and a CFA Charterholder.

Curt Organt

Omnis US Smaller Companies Fund

Curt joined T.Rowe Price in 1995 and is the portfolio manager of the US Smaller Companies Equity Strategy at T. Rowe Price. Curt has 24 years of investment experience, 23 of which have been with T. Rowe Price. Prior to this he was a financial analyst and a marketing analyst at DAP Products, Inc.

He earned a B.S. in finance and philosophy from La Salle University and an M.B.A. from Wake Forest University. He is also a Chartered Financial Analyst.

Jeff Rottinghaus

Omnis US Equity Leaders Fund

Jeff Rottinghaus has 14 years of investment experience, 13 of which have been with T. Rowe Price. Prior to joining the firm in 2001, he was a financial consultant with Ernst & Young as well as a former part owner of the software consulting firm Kelly-Levey & Associates. Jeff is a portfolio manager in the US Equity Division of T. Rowe Price, President of the US Large-Cap Core Equity and Growth & Income Equity Strategies and Chairman of the strategies' Investment Advisory Committees. He is also a Vice President of T. Rowe Price Group, Inc. Jeff earned a B.S. in business administration from Bowling Green State University and an M.B.A. from the University of Pennsylvania, The Wharton School. He is also a certified public accountant.

Ezra Sun

Omnis Asia Pacific (ex-Japan) Equity Fund

Ezra Sun is the Fund Manager of Asian strategies at Veritas Asset Management LLP. He joined the partnership in 2004. Previously, Ezra was the Director of Investment Management and the Investment Leader of Asia at Newton Investment Management from 1995 to 2004 in charge of Newton’s Asia Pacific fund range including the Newton Oriental Fund and Mellon Asia Equity Fund.

Education: BA, (Nankai University, China), MA, (Nankai University, China), Research Student Cambridge University.

PineBridge Multi Asset Team

Omnis Multi-Manager Distribution Fund | Multi-Manager

The Fund is managed by PineBridge’s seasoned Multi-Asset Team, a 21- strong team of investment professionals with over 300 years in combined experience. The team, led by Michael J. Kelly, Global Head of Multi-Asset, CFA, is responsible for over US$12.8 billion of client assets as at 30 June 2020.

The team aim to be positioned in the right markets at the right time – no matter where markets are in the business cycle. Their integrated approach allows them to connect their clients to the most compelling opportunities.