Omnia Capital Partners is an independent firm that serves a select group of families and not-for-profits with integrity and transparency

Among our Partners and staff, we have over 100 years of combined experience. We are experts in delivering the services our clients need and want. We believe in alignment and so invest alongside our clients.

We have a deep understanding of investment management having successfully navigated many market cycles. We have maintained relationships for more than a decade by ensuring our clients are heard, understood, and have their wishes translated into positive outcomes.

Omnia Capital Partners does not develop or sell products. We provide choice, a rigorous investment process and value-added advice. Omnia Capital Partners’ opportunity and competitive advantage lies in our decades of experience, our multi-disciplinary expertise, and our alignment with our clients.

Our clients are successful, knowledgeable, and discerning individuals, families, and not-for-profit groups

Our clients

Omnia Capital Partners does not aspire to service thousands of client relationships. We instead seek to align with a small, and astute group of families and not-for-profit institutions. While intentionally small in number, our clients are a diverse group ranging from entrepreneurs, corporate executives, intergenerational families, and not-for-profit groups.

We reciprocate the trust our clients place in us by investing considerable time and resources. We believe that only through investing in this manner can we upgrade from service provider to trusted partner.

Each client relationship has unique requirements and considerations. We cannot be an effective partner by offering a pre-packaged service. Our clients are knowledgeable and dynamic, so they require expert advice and a nimble and bespoke approach that grows with them over time.

Our principles

Omnia Capital Partners is committed to the principles of sustainable stewardship. As a fiduciary, we act in the best interest of our clients and stakeholders.

We follow a simple set of principles:

Sincerity

Sincerity

We mean what we say, there is no veneer.

Openness

Openness

We listen to our clients.

Courage

Courage

We are not afraid to admit we do not have all the answers or that we were wrong.

Transparency

Transparency

We will not hide behind complexity or jargon.

Alignment

Alignment

We invest alongside our clients, assuming the same risks our clients do.

Independence

Independence

We will operate free from any form of conflict and will not receive commissions (unless rebated in full), or any form of remuneration calculated on volume.