Investment approach

Our in-house experts work closely with WTW (Willis Towers Watson) for a fresh approach to investing.

Get in touch

Our focus

We invest globally

Just because you live in the UK, doesn’t mean you should only invest here.

We invest globally to gain exposure to investment opportunities you can only find by looking further afield.

Aim for consistency

When it comes to investing, we focus on a steady, disciplined approach. That’s because we understand the importance of building confidence in your financial future. While markets can be unpredictable in the short term, staying focused on stable, long-term returns helps ensure your financial plan is built on solid foundations.

Clear communication

We can’t promise your investments will never fall in value - that’s just the nature of financial markets - but we can promise clear communication about what your portfolio is doing.

atomos brings institutional-quality investing to individuals, supported by world-class investment research from the best minds in the business.

How does it work?

atomos’ investment team works with WTW’s asset allocation experts to invest in portfolios using the best-in-class active fund managers and passive funds from the world’s leading investment houses. Our decision-making is supported by WTW’s 100 researchers.

We take all this expertise and blend it together to create portfolios we think can achieve the stable investment returns you need, with an acceptable level of risk.

We believe sustainable investing is important for a successful long-term investment strategy. Sustainable investing is about employing long-term strategies that integrate considerations of ESG factors and apply effective stewardship.

Our approach to sustainable investing

Specialists

You benefit from the skills of WTW’s Sustainable Investing and Climate specialists who work alongside the Manager Research team, the Thinking Ahead Institute, the Asset Research team, the Portfolio Management Group and the Client teams.

Stewardship

Funds advised by WTW can draw on the expertise of a leading stewardship services provider which engages with companies on issues such as human rights, climate change and executive pay. WTW is a signatory to the Financial Reporting Council's UK Stewardship Code.

Industry initiatives

Both atomos and WTW are signatories of the United Nations Principles for Responsible Investment (UN PRI), reaffirming our approach to the practice of responsible investing.

Climate goals

By 2050, WTW Investments has a goal to achieve net zero greenhouse gas emissions across in scope solutions, including the atomos multi-asset funds.

You can find more detail on WTW Investments’ approach to sustainability in its Sustainable Investing Policy. This policy applies to WTW Investments advised/managed assets.

Read the policy in full

Our alliance with WTW combines the skills of our investment team with the resources of a global asset manager, aiming to deliver the consistent performance our clients need.

Joshua Gennet

Head of Investments

Tailored for you

If you have specific investment restrictions or tax planning needs, or you’re investing on behalf of an organisation, we may recommend our Discretionary Fund Management Service.

This gives you a more bespoke service from our dedicated team of in-house portfolio managers who can tailor an investment portfolio to your exact specifications.

We can also work with financial advisers, accountants or other professionals with whom you already have a relationship.

Find out more

980

investment professionals worldwide

£2.6tn

in assets under advice (Source: WTW, as at 31 Dec 2023)