Our approach to investing involves identifying and selecting the world’s best investment managers. We bring them to you through a range of Omnis funds, which we combine to construct well-diversified portfolios. It’s just one of the reasons why thousands of individuals, couples and families trust us to invest on their behalf.

There are different ways to invest, and your financial adviser will be able to tell you more about the options and which route is best for you. Whether you’re investing to create a secure financial future or with a specific goal in mind, your financial adviser will support you along all stages of your journey.

We partner with external expert investment managers that we appoint to manage the investment component of our funds. This approach allows us to offer you access to the best investment managers along with ongoing oversight from our own investment professionals. We ensure the investment approach of our chosen investment managers aligns with our core investment philosophy.

Situations change all the time, and there will be instances where we will be required to change the investment managers on our funds, such as when a manager doesn’t meet our expectations. The Omnis model means that when an investment management change is needed, we can find a suitable replacement and transition to them without investors having to buy and sell funds. In other models, if an investment manager needs changing, investors would need to sell the fund and switch manually to another one, which can be a lengthy process. It would leave also them uninvested during the period and could lead to unexpected tax bills.

Omnis is responsible for making sure investors always know what’s going on in the funds. The team provides detailed information by continually monitoring each investment manager and also ensures they are investing in line with their objectives and our expectations.

Our systems and processes provide a safe environment for investing. At the centre of this framework is the Omnis Board comprising senior people from around the firm as well as independent investment experts. The Board is responsible for approving investment managers and making sure they continue to meet their objectives.

We closely measure and monitor all our funds. Our investment team meets weekly to review the funds and the Investment, Performance and Risk Committee meets regularly to provide an additional layer of oversight and governance. As part of our ongoing commitment to improving our approach, we work with independent investment experts.