As 2023 draws to a close, we’re preparing to celebrate our first full year of performance from our new and improved investment service.
Atomos overhauled its investment proposition through a strategic alliance with WTW last year. We’ve been delighted with the progress of this so far and the benefits it has provided to you.
This is testament to our move to a more global opportunity set and ability to respond to market movements 2023.
This shows the positive outcomes we’ve been able to deliver for our clients, with the additional support from WTW since becoming sub-investment advisor to the funds in April earlier this year.
At atomos we have the advantage of both in-house financial planners and portfolio managers working together for our clients, and we want to align these two arms of the business more closely. This will ensure we continue to deliver the high standards of service our clients expect, with a more joined-up approach.
To this end, we’ve made some changes to our Portfolio Management team.
Eleanor Ingilby became Head of High Net Worth earlier this year in a role which spans both parts of the business. Jonty Warneken took over her role as Head of atomos’ Harrogate office.
Stuart Rosling is now Head of Portfolio Management for London, while also retaining his previous title Head of Advisory Managed Stockbroking. Overseeing the team is Giles Marriage, Head of Portfolio Management.
Atomos now boasts 63 Financial Planners and 16 Portfolio Managers. It also leverages the expertise of WTW’s 980 investment professionals globally.
Key members of our Investment team are:
Rowan Stone, who specialises in sustainable investing; Model Portfolio Manager Nellis Kromhout; Investment Risk Manager Spyros Kouris; and Max Newman, who is responsible for direct equities.
Haig Bathgate, Head of Investments at atomos, said: “Last year atomos relaunched its investment proposition in a strategic alliance with institutional investor WTW. Our in-house Investment team curates portfolios with the support of WTW’s cutting-edge investment thinking.
“We’ve been encouraged by the progress we’ve made so far with our new approach and we look forward to seeing how performance unfolds from here.
“We thank all our clients for their patience as we have implemented these changes, all of which are designed to benefit you. We will keep aiming for consistent positive outcomes for you into 2024 and far beyond. For now, we wish you a merry festive season and a prosperous New Year.”
All investment views are presented for information only and are not a personal recommendation to buy or sell. Past performance is not a reliable indicator of future returns, investing involves risk and the value of investments, and the income from them, may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested. Any views expressed are based on information received from a variety of sources which we believe to be reliable, but are not guaranteed as to accuracy or completeness by atomos. Any expressions of opinion are subject to change without notice.