Sam moved from Zambia to the UK in 1996 and has worked in the financial services since 2004, including many years supporting discretionary fund managers. She brings this valuable experience to her role at atomos, having joined us in 2019. She is also an Associate member of the Chartered Institute of Securities and Investments (CISI), demonstrating her commitment to professionalism, integrity and excellence.
Sam provides the senior portfolio managers with administrative support, particularly with their proposals and suitability reports. She also develops and maintains a positive relationship with clients’ other professionals, such as independent financial advisers, solicitors and accountants. Sam is a keen baker and enjoys walks in the New Forest.