Bespoke portfolios

We offer our bespoke portfolio to high-net-worth private clients or organisations who may need a more tailored approach to their investment strategies.

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What are the benefits of bespoke investing?

Your portfolio manager will work with you, and your advisors, to carefully create a portfolio which is tailored to reflect you unique preferences and requirements.

Your wealth, managed with care

At atomos, we deliver tailored portfolio management solutions designed to meet the unique needs of high net worth individuals. Our goal is simple - to help you achieve lasting financial wellbeing through a personalised, expert-led approach.

Our discretionary portfolio management services go beyond traditional wealth management. We offer:

  • Specialised portfolios designed to work within a variety of tax constraints, including Inheritance Tax and Capital Gains Tax.
  • Income-oriented portfolios structured to meet your capital requirements.
  • The flexibility to build portfolios that reflect your personal values and ethical outlook without compromise.
  • Expert investment structuring, including family investment companies and a wide range of trusts.
  • Seamless collaboration with leading accountants and legal professionals across the UK, ensuring your entire financial landscape is connected and carefully considered.
  • Dedicated support for intergenerational wealth transfer and legacy planning.

Whether you're focused on growing your wealth, preserving it for the next generation, or simply freeing up your time, we’re here to manage it all with clarity and care.

Ready to find out how we can help? Get in touch today for a conversation tailored to your ambitions.

When you have specific needs and requirements, discretionary fund management is the gold standard. We create tailored portfolios built around you.

Eleanor Ingilby

Head of High Net Worth

Real client results

We supported a young woman with inherited net worth of more than £50m who was going through a complex divorce. As her financial planner, we helped negotiate a divorce settlement and devised an investment strategy to span all her property, start-up investments, offshore funds, and trust funds.

To help the client achieve her philanthropic goals, we assisted with setting up her charitable foundation and paved the way for business investment relief for a wellness venture she wanted to launch.

atomos financial planners and portfolio managers worked together to create a holistic strategy to help this lady achieve her ambitions, drawing on our network of contacts from the legal, property and accounting spheres.

The benefits of discretionary investment management include:

Exclusive access to our in-house equity research and selection capabilities, enabling us to incorporate carefully chosen individual stocks alongside funds within your investment portfolio
Individually managed, dynamically adjusted portfolios, designed to evolve in real time with market conditions whilst taking into account your personal objectives
Bespoke portfolio construction, with strategic consideration of capital gains tax planning, personal investment restrictions, and any unique requirements you may have
A dedicated team of seasoned investment professionals, providing proactive, high-touch support and insight aligned with your long-term goals
Seamless collaboration with your existing financial adviser, ensuring an integrated and cohesive approach to managing your wealth

What’s the difference between a financial planner and a portfolio manager?

While your financial planner takes care of the big picture, your portfolio manager has a narrower focus just on your investments, bringing a deeper level of expertise to your portfolio.

We find having two professionals working in partnership for you gives you the best chance of achieving the outcomes you want.

Financial Planning

Investing with atomos

When you become an atomos client, you benefit from 30 years of heritage managing money, award-winning investment expertise and personalised financial planning.

Our approach

How we think about investing

Our accounts

Tools to help you achieve your objectives

Our solutions

What goes into an atomos portfolio

About atomos

Who we are and what we stand for

We know our clients as people and we understand their lives, families and ambitions. This helps us build trusted relationships with them that last a lifetime. Or even longer – we often advise several generations of the same family

Are you a financial adviser?

Learn more about bespoke DFM at atomos

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Email or call us with any questions

Email or call us with any questions

Contact your local portfolio manager

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We’re ready to listen. Get in touch and arrange a free consultation to find out if you could achieve your goals with financial planning.

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The value of investments and any income from them can fall and you may get back less than you invested.

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