Omnis Investments has appointed its chief investment officer Robert Jeffree to CEO, filling the hole left by Dominic Sheridan after his departure last year.
Sheridan left in November 2022 to become CEO of Schroders Personal Wealth’s authorised corporate director business; Jeffree (pictured) will take over the leadership of Omnis, and will retain his responsibilities as CIO in the short term.
Omnis manages over £10bn in assets on behalf of The Openwork Partnership, a network of 4,600 financial advisers across the country. Pending regulatory approval, Jeffree will report to Richard Houghton, CEO of The Openwork Partnership.
Jeffree’s career in the industry has spanned more than 25 years, and has been a CIO for the past seven years, covering him time at Omis, Banque Transatlantic, and C Hoare & Co. He has also worked at McKinsey and New Star Asset Management, beginning his career as an investment analyst at HSBC Asset Management in 1995.
Houghton said: “During my time working with Robert as CIO of Omnis, he has demonstrated exceptional leadership skills and is clearly the right person for the job. I look forward to continuing to work closely with him to build on the success of our investment proposition, and ensuring it continues to evolve in line with our client needs.”
Jeffree added: “I am excited to take up the role of CEO, and to continue working with the talented team here at Omnis to ensure we are delivering for our clients. My priority will be to grow our business and continue to offer investors unparalleled investment opportunities.”