Meet Rachael
Rachael has worked in financial services since 2000, including for a large banking group and global fund manager, gaining valuable insights into the sector. She joined atomos as a trading assistant for the portfolio management team in 2010, and now supports the Tunbridge Wells PM team in a wide range of administrative tasks, client queries and trading.
Our portfolio managers provide a range of investment services directly to private clients, as well as to charities and trusts. The portfolio management team also works closely with independent financial advisers to provide investment services to their clients.
Portfolio management is a team effort. We will listen to your needs and then share our expertise, for a tailored portfolio.
Rachael Adams
Portfolio Assistant
Start today
We’re ready to listen. Get in touch and arrange a free consultation to find out if you could achieve your goals with portfolio management.