Robert Jeffree, currently chief investment officer at Omnis Investments, has been promoted to the role of chief executive officer, subject to regulatory approval.
Jeffree, who has been CIO for the asset manager since 2020, will retain his current responsibilities in the short-term alongside his new role. He will be supported by the wider investment team. He will report to Richard Houghton, CEO of The Openwork Partnership, a network of 4,600 financial advisers across the country for which the firm manages £10bn in assets. SPW poaches Omnis CEO to head ACD business The news comes three months after former CEO Dominic Sheridan left the firm to join Schroders Personal Wealth as CEO of its Authorised Corporate Director business. Prior to joi...
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