The team behind the Omnis portfolios have many years of experience in investing, giving them the skills and knowledge to understand what it takes to navigate an evolving investment environment.
The experienced investment team
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 three 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 the firm’s multi-asset and Asia portfolios.
Andrew Summers
Chief Investment Officer
Andrew joined Omnis Investments in 2023 bringing with him over 27 years of experience in investment management. He 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. He also leads 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 UK actuarial consultancy Lane Clark and Peacock. Hannah has nearly 20 years of experience in investment manager research. Most recently she worked at Russell Investments evaluating and identifying investments strategies that offer the optimal risk and reward characteristics for clients. At Omnis Hannah leads 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 of industry experience gained at private banks C. Hoare & Co. and Berenberg. Richard specialises in interpreting the implications of global macroeconomic developments for investment 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 of experience in financial services, across a variety of roles. He began his career at Fidelity International, working with investors globally to provide investment solutions and more recently with fund managers and fund buyers at Portfolio Adviser, a leading UK-based investment publication.
Simon Harris
Chief Operating Officer
Simon is responsible for managing the operations team and overseeing a range of in-house and outsourced operational and service delivery activities. Simon has over 20 years of asset management experience from roles that range from fund accounting, unit-linked pricing, outsourced supplier management, custody oversight, finance operations and investment operations.
He previously worked at Embark, part of the Lloyds Banking Group, where he was Head of Investment Operations. Before this, Simon spent over 18 years at Zurich Insurance Company in a variety of roles, with the most recent being responsible for delivering operational expertise to the UK Investments team within the Group Investment Management business. He started his career in audit assurance and qualified as a chartered accountant with Ernst & Young.
Angie Keogh
Head of Risk and Compliance
Angie joined Omnis in 2023 and is a member of the management committee with responsibility for regulatory oversight of the business. She has more than 20 years of experience in financial services and has held senior roles in the fund management, life and insurance sectors. Angie has worked for a range of businesses including Zurich, Axa and Holloway Friendly. She started her career at Columbia Threadneedle where she spent 10 years working with the investment teams.
Pete Davis
Independent Non-Executive Director (Omnis Board)
Pete has held a number of roles in his, over 30 year, executive career at Zurich Financial Services including actuarial, finance, proposition and finally responsibility for their UK Fund Proposition and the Global Fund team leading external fund manager relationships, negotiations, investment / operational due diligence and proposition development.
Over the last decade Pete has worked as a consultant and non-executive to various businesses within UK Financial Services. He is a non-executive within the Openwork Group for a number of entities including Omnis Investments Limited and 2Plan Wealth Management Limited. He has also held external roles as a non-executive Board member for 8 years within UBS Asset Management of their Life business, chaired their ACD Funds Board and their UK Asset Management Audit Committee.
James Millard
Independent Chair of Omnis Investment Committee
James Millard, an ACA qualified and former Chief Investment Officer of the Year (IAR 2021), has over 20 years of multi-asset experience in managing and designing customer-orientated investment solutions for leading asset management businesses, and managing investments as an asset owner at a leading insurer.
Since retiring from his executive career, he now provides oversight, governance and decision-making support to several investment management firms, as non-executive director and as a consultant, helping ensure delivery of customer and shareholder value, under changing market conditions and new and evolving regulation.
James has significant experience in developing and implementing sustainable investment and operational practices, including leading sustainability initiatives for a major speciality insurance company.
