You can take comfort knowing that your investment will be overseen by a Board that contains a great deal of investment knowledge. Its members include senior individuals from Omnis and Openwork as well as external investment professionals, whose skill and expertise provide wider perspectives.
This Board oversees the Omnis range and is responsible for selecting what we believe to be some of the very best fund managers in the market to manage your money.
The Board seeks to ensure that all Omnis funds consistently deliver on their objectives of achieving the best possible returns available for the defined risk profile. In instances where objectives are not met, the Board has the power to make changes to the appointed fund manager line-up.
Past performance is not a guide to future performance and may not be repeated.
Dominic was appointed to the role of Omnis COO in September 2013, having previously worked at PineBridge Investments, F&C Asset Management, ISIS Fund Management and Royal & Sun Alliance Investments. He was appointed CEO in February 2016.
He has over 20 years collective investment scheme experience in fund services, accounting, trade processing and custody. His product management experience includes UCITS, NURS, QIFs, FCPs, Investment Trusts, Cayman Trusts and SICAVS. Dominic is a graduate of the Harvard Business School's Advanced Management Programme and holds a MBA, MA (Change Management) and Diploma in Management Studies from the University of Brighton.
Philip’s involvement with Omnis began when he joined Openwork in September 2011 from F&C Investments, where he had responsibility for the asset manager’s UK retail proposition, and sales and marketing.
Prior to that, Philip was Business Development Director at wrap provider Nucleus Financial Group, which he co-founded in 2006. He had previously been a founder-director of consultancy Abacus Financial Marketing, working with more than 65 life companies, asset managers, IFAs and industry bodies on a variety of strategic and proposition projects.
Pete worked for the Zurich Group and its predecessor companies between 1981-2014 in a variety of roles but focusing mainly on finance, proposition, business development and product marketing.
In 2002 he became involved with UK proposition management and development, with a focus on investment funds. Between 2010 and 2014 he was Head of the Zurich Global Fund desk where he was responsible for Zurich’s global business and commercial relationships with Investment Managers, particularly in respect of the use of collective investment vehicles. In this latter role, he managed the oversight of a key outsourced platform relationship with Allfunds covering oversight of service standards, audit, business continuity, and systems capability.
Doug is a senior executive with extensive investment and international sales experience, including Institutional, Retail and Retirement Businesses. He has a strong track record in strategic thinking and planning and executing effectively against plans, with a clear emphasis on achievability and profitability.
Doug was responsible for a number of start-up and accelerated growth ventures, leading effective teams whilst keeping a keen eye on corporate governance and compliance. His time at Close Brothers Asset Management and, prior to that, Fidelity Investments Limited, has given him a strong investment and portfolio manager background which is invaluable with clients and in determining the practicality, potential and pace of opportunities.
Stuart was appointed CFO in February 2016 and joined the Board in June 2016.
Responsible for delivering the Group’s financial targets, he has 28 years of experience in both the financial services sector and the telecoms, media & technology sector. He held senior roles at BT Group, and whilst at Lloyds Banking Group, was FD of the UK Private Bank, the International Private Bank, the Retail Savings & Bancassurance unit and was FD of the Digital Channel.
Stuart’s skills are in business performance analysis, modelling, the formation of both strategic and turnaround plans, and the delivery of stretching financial targets.
Stuart is a member of the Institute of Chartered Accountants of England & Wales after qualifying at KPMG’s London office.