Review the investment funds we offer for financial planning
Thursday 21 June, 2018
Bobby Bhuiyan, Thomas Oliver’s Central London Financial Adviser and Financial Planner, explains how our financial advisers benefit from being part of the Openwork Group by using Omnis investments.
How to invest in the Omnis funds
Thomas Oliver financial advisers are part of the award-winning Openwork Group. Openwork Group is one of the UK’s biggest financial advice businesses. Openwork offer both investment advice and offer financial planning companies a choice of investments for their clients. Thomas Oliver use the Omnis Investments that are available to Openwork clients because of the choice of investment companies and funds on offer.
Why Thomas Oliver invest in Omnis Investments
Omnis Investments is one of the UK’s largest investment management companies with around £5.5 billion of assets under management. Omnis gives Thomas Oliver clients access to a range of successful fund management companies including Fidelity, Jupiter, Baillie Gifford, Franklin Templeton Investments, Schroder, BNY Mellon, Octopus Investments.
‘Best of breed’ approach
Unlike many investment management companies Omnis does not employ its own fund managers. Instead, their unique approach is to analyse and research the whole market to find and work with some of the best fund managers in the world.
A best-of-breed approach enables Omnis to use fund managers who are the leaders in their particular field, offering Thomas Oliver clients the potential to maximise their investment returns within a chosen level of risk.
The Omnis brochure provides information on the range of Omnis funds and their fund managers. Each of the managers has been selected following a rigorous selection process. The Omnis investment team oversee each of the funds, and if any of the fund managers fail to deliver over the long-term, then they can be replaced with no disadvantage to investors.
Omnis gives Thomas Oliver clients access to a range of successful fund management companies including Fidelity, Jupiter, Baillie Gifford, Franklin Templeton Investments, Schroder, BNY Mellon, Octopus Investments.
Bobby Bhuiyan, Thomas Oliver’s Central London Financial Adviser and Financial Planner, said: ‘Thomas Oliver financial advisers chose to join the Openwork Group as they design financial planning solutions for the individual clients by understanding their values and financial goals and the risk they are prepared to take with their investments. The Omnis fund range is one of the financial planning solutions available to our financial consultants when we offer financial advice. The Thomas Oliver financial planning team like the Omnis range as they have a rigorous selection process by researching each investment management company, and choosing the best funds from each asset class to invest in. These funds and companies are continually reviewed so if the funds fail to deliver acceptable performance over the longer term they will be replaced. If you review the brochure you will notice Omnis invest in many of the largest investment management companies available such as Schroder, Fidelity and Columbia Threadneedle.’