The Omnis Managed Portfolio Service
The Omnis Managed Portfolio Service is available exclusively through the financial advisers of The Openwork Partnership and 2plan wealth management.
It aims to give you peace of mind as Robert Jeffree, Chief Investment Officer of Openwork Wealth Services Limited, and his team actively manage your investments' exposures to each underlying asset class in line with their views on the markets. This means that they may not rebalance the portfolio if they think markets will continue to move in the same direction or they may adjust the exposures if they think too much risk has been introduced.
For more details, please download the Omnis Managed Portfolio Service Brochure (which you'll find with a range of other guides in the downloads library), or contact your Openwork Financial Adviser. Alternatively, please find an Openwork Financial Adviser (clicking this link will take you to a third-party website).
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. More recently, Robert held the CIO position at both C Hoare & Co and Banque Transatlantique (Credit Mutual).