Core Investment Team

The team who actively manage your investments

Robert Jeffree

Chief Executive 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 Multi Asset and Asia portfolios.

Andrew Summers

Chief Investment Officer

Andrew joined Omnis Investments in 2023 as Chief Investment Officer, bringing with him over 27 years of experience in Investment Management. Andrew began his career at Goldman Sachs, before moving to Investec Wealth & Investment where he served as Global Head of Product & Research, Head of Collectives Research, and Head of Alternative Investments.

At Omnis, Andrew leads the investment function, including the manager research team, who select the best investment managers for our clients, and our tactical asset allocation team, who manage our client’s discretionary propositions.

Hannah Evans

Head of Manager Research

Hannah joined Omnis in 2022 having begun her career at a UK actuarial consultancy, Lane Clark and Peacock, LLP. Hannah has nearly 20 years’ experience in investment manager research and more recently worked at Russell Investments evaluating and identifying investments strategies that offer the optimal risk and reward characteristics for clients. At Omnis she will lead our work on selecting and monitoring the investment managers of the Omnis funds.

Richard Garland

Chief Investment Strategist

Richard is an experienced multi asset investment manager and strategist with over 25 years industry experience gained at private banks C. Hoare & Co. and Berenberg. Richard specialises in interpreting the implications of global macro-economic developments for asset returns and portfolio asset allocations. He also focuses on investment process and portfolio construction. Richard joined Omnis in 2023 to take control of the tactical asset allocation overlay for the Omnis Managed Portfolio Service.

Rohit Vaswani

Client Portfolio 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.

Jake Bloom

Investment Analyst

Jake joined Omnis Investments in 2022 from J O Hambro Capital Management, with a focus on research and fund analysis. Jake undertakes risk analysis for our funds and portfolios and assists the wider team in the investment manager oversight.

Paul Freedman

Investment Analyst

Paul has over 18 years’ experience in investment management. Prior to joining Omnis, Paul was an Investment Analyst at the East Sussex Pension Fund and has previously worked at Beaufort, Barings and Citigroup. He has a strong understanding of investment selection across different asset classes. As an Investment Analyst, he is focused on analysing investments, and involved in the selection and reviewing of the investment managers for the Omnis fund range.