Omnis Investments

What Omnis Investments does

Omnis Investments Limited is a UK-based, FCA-authorised asset manager that operates as the in-house investment arm of The Openwork Partnership. Founded in 2008 and headquartered at 99 Bishopsgate, London with a registered office in Swindon, the firm is a private limited company with no external equity backing. Its core activity is the construction and ongoing management of investment portfolios by selecting and partnering with third-party investment managers, rather than running proprietary trading desks.

The product suite is organised across two FCA-regulated umbrella ICVC vehicles (Omnis Portfolio Investments ICVC and Omnis Managed Investments ICVC) and includes risk-profiled Managed and Multi-Manager funds (Adventurous, Balanced, Cautious), single-strategy funds spanning UK, European, US, Asia Pacific, Japanese equities and global bonds, and a model portfolio service (OMPS) offering five risk-tilted portfolios with tactical asset allocation. A newer offering, Omnis Agility, provides dynamic tactical repositioning. The Omnis fund range is constructed using 17 specialist third-party investment managers — including Legal & General, BNY Mellon, Schroders, T. Rowe Price, Janus Henderson, Fidelity International, Columbia Threadneedle, Barings and others. Aggregate assets under management exceed £10 billion and Omnis is ranked among the UK's Top 50 asset managers.

Omnis generates revenue through management fees on assets under management across its fund range and OMPS (the latter carries only underlying fund charges with no wrapper-level fee). Distribution is exclusively intermediated: the firm does not sell directly to retail investors and reaches end clients solely through The Openwork Partnership's network of 4,200 UK financial advisers and 2plan wealth management. Marketing is content-led (website, weekly podcast, LinkedIn, Twitter) and aimed primarily at advisers rather than end investors.

Name

Omnis Investments

Legal name

Omnis Investments Limited

Website

https://omnisinvestments.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

Omnis Investments is a UK asset manager operating as the in-house investment arm of The Openwork Partnership, managing over £10 billion across multi-manager, single-strategy and model portfolio funds via 17 third-party investment manager partnerships, distributed solely through Openwork's 4,200-adviser network and 2plan wealth management.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset (FSAAAJAE)

akta.pro secondary industry

Fund of Funds & Multi-Manager Mutual Funds (FSAAAEAL)

Keywords

• Asset management services
• Multi-manager funds
• Managed portfolio services
• Fund distribution
• Investment management

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Asset Management Fees: Omnis generates revenue through management fees charged on assets under management. With over £10 billion of assets under management, the company earns fees based on the total value of investor assets managed through its fund range.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Omnis Investments is a UK-based asset management company that constructs and manages investment funds and portfolio services by selecting and partnering with 17 leading third-party investment managers. It offers a range of risk-profiled multi-manager, managed, access and single-strategy funds, plus the Omnis Managed Portfolio Service (OMPS) and Omnis Agility tactical solutions, distributed exclusively through financial advisers in The Openwork Partnership and 2plan wealth management networks. Revenue is generated through recurring management fees on over £10 billion of assets under management.

Product overview

Omnis Investments operates as a UK-based asset manager offering a comprehensive suite of investment products distributed through The Openwork Partnership and 2plan Wealth Management adviser networks. The product range includes three interconnected fund families: (1) Omnis Managed Funds and Multi-Manager Funds (run by Columbia Threadneedle and Pinebridge respectively) offering risk-profiled multi-asset solutions; (2) Omnis Access Funds providing single-manager exposure to specific asset classes and geographies; and (3) Omnis Single-Strategy Funds covering bonds, UK, European, Asia Pacific, Japanese, and US equities. Complementing the fund range are two portfolio management services: OMPS (Omnis Managed Portfolio Service) providing five model portfolios with active tactical asset allocation, and Omnis Agility enabling dynamic tactical repositioning. All products are authorized and regulated by the FCA.

Differentiator

Problem solved

Functional benefit

Brands

• Omnis Managed Portfolio Service (OMPS): A managed portfolio service offering five portfolios to suit investors with different objectives and appetites for risk.
• Omnis Agility

Products and services

• Omnis Managed Funds Actively managed multi-asset funds with risk-profiled options (Adventurous, Balanced, Cautious) run by Columbia Threadneedle Investments, designed to match different investor attitudes toward risk.
• Omnis Multi-Manager Funds Funds that invest across multiple third-party managers within a single fund, offering Adventurous, Balanced, and Cautious risk profiles for diversification and access to manager expertise.
• Omnis Access Funds A range of single-manager funds offering targeted exposure to specific asset classes and risk profiles, including 100% Equity, Adventurous, Balanced, and Cautious options.
• Omnis Access Passive Fund Range New passive fund range launched in May 2026 as an expansion of the Omnis Access fund family, providing passive investment exposure alongside the existing active access funds.
• Omnis Single-Strategy Funds Individual funds focused on specific asset classes, regions, or investment styles including bond funds (Absolute Return Bond, Global Bond), UK equities, European equities (Leaders, Opportunities), Asia Pacific equities, Japanese equities, US equities, and diversified returns strategies.
• Omnis Managed Portfolio Service (OMPS) Managed portfolio service offering five model portfolios managed by Omnis's investment team with tactical asset allocation, providing diversified investments across multiple asset classes and geographies with no minimum investment and flexibility for regular monthly contributions.
• Omnis Agility Tactical asset allocation solution that allows dynamic repositioning across asset classes and geographies in response to evolving market conditions, with flexibility and adaptability in portfolio management.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• The Openwork PartnershipcoreChannel Partner/ Reseller/ DistributorPrimary distribution partner - a network of 4,200 financial advisers across the UK. Omnis works closely with clients of The Openwork Partnership, helping people look forward with confidence and optimism regarding their investments.
• 2plan Wealth ManagementcoreChannel Partner/ Reseller/ DistributorSecondary distribution partner providing access to their wealth management adviser network. Omnis funds are available through 2plan wealth management advisers.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Quilter Investors: Quilter Investors operates a multi-asset fund range and model portfolios distributed through the Quilter adviser network and broader UK advised market. Same product structure and UK advised-channel distribution as Omnis.
• P1 Investment Management: P1IM is a UK model-portfolio and risk-targeted multi-manager provider serving advisers. Comparable to Omnis's OMPS and Multi-Manager Fund ranges in product and channel.
• Tatton Asset Management: Tatton provides model portfolios and fund-of-funds solutions distributed exclusively through UK financial advisers. It competes head-to-head with Omnis in the same advised-channel, multi-manager segment with risk-graded portfolios.
• 7IM (Seven Investment Management): 7IM is a UK multi-manager and model-portfolio provider serving advised and direct clients with risk-profiled multi-asset solutions. Like Omnis, it curates third-party managers and distributes primarily via financial advisers, making it one of the closest direct comparables.
• Architas: Architas is a UK/international multi-manager business (part of AXA) that builds multi-asset and single-strategy portfolios for adviser and institutional clients. Directly comparable to Omnis's multi-manager and risk-profiled fund range.

Others

• Schroders: Schroders is both an investment partner of Omnis (running Omnis-branded funds) and a broad UK/global asset manager with multi-asset offerings. Comparable through its advised-channel fund range and as an upstream supplier to Omnis.

Broad incumbents

• Legal & General Investment Management (LGIM): LGIM is one of the largest UK and European asset managers, with both active and passive multi-asset products. Both an investment partner of Omnis and a broad incumbent competitor in the UK advised market.
• Aberdeen (abrdn): Aberdeen is one of the UK's largest asset managers with a broad multi-asset and single-strategy fund range competing in the same segments as Omnis. Functions as a broader incumbent rather than a niche multi-manager.
• Royal London Asset Management: RLAM manages multi-asset and single-strategy funds for advised and direct channels in the UK. A large incumbent offering overlapping capabilities to Omnis's product set, including within the wider Royal London Group that Omnis's new CEO came from.

Regional players

• Brooks Macdonald: Brooks Macdonald is a UK wealth and investment manager with multi-asset model portfolios distributed through advisers. Comparable in terms of UK advised-channel exposure and multi-asset product offering, though broader in scope.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/OmnisInvest
• LinkedInlinkedin.com/company/omnis-investments-limited

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Omnis Investments