We’re atomos and we’re here to make your dreams and financial ambitions a reality.
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Joined May 2022
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Our #team were so excited to win Medium to Large #Wealth Management Firm of the Year at the @MoneyAge_UK Awards 2026. Thank you to the judges and congratulations to all the winners from earlier in the week here: moneyage.co.uk/awards/winner…
#investments
Not financial advice: For those in their 20s and early 30s, people often misunderstand their ability to stomach volatility and not taking enough #risk early on is a common issue for clients. We discuss finance mistakes made by people of different ages: newcms.trustnet.com/news/134…
As #charities continue to navigate an increasingly complex and uncertain environment, effective #riskmanagement and resilience has never been more critical. We will be at @CFGtweets's Risk Conference 2026 to give expert advice. Join us: bit.ly/risknov26
Behind every actively managed #equity fund is a team making decisions about which companies deserve a place in your #portfolio. We explore why atomos combine several of these teams to #invest in equities, bringing together different strengths. atomos.co.uk/investment-insi…
Struggling bonds, but stronger stocks. We review how #markets managed geopolitics and #inflation fears in Q3 in our latest Quarterly #Investment Update: atomos.co.uk/investment-insi…
See a sneak peak summary below.
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Eleanor Ingilby talks to @FETrustnet about the two strategies for dealing with capital gains tax. Some older clients see it as an optional tax. Historically true, Ellie is convincing people this is no longer the case. Read in full: trustnet.com/news/13479572/f… Not #financial advice.
Markets move from expecting cuts to anticipating further increases, bond #markets adjust to higher interest rates and #equities prove resilient despite rising yields. Explore what this means for #investors in our Monthly Market Outlook: atomos.co.uk/investment-insi…
Want to strengthen your organisation’s #CharityFinance? We are looking forward to seeing lots of #Charity Trustees at @CFGtweets #Risk Conference. Join us in-person in London and we will be happy to discuss any #investment questions you have: bit.ly/risknov26
atomos wealth retweeted
Our Head of High Net Worth, Eleanor Ingilby, be speaking all things #Investment at CFG’s Technical Update #Conference on 17 September. Join them as Eleanor and other experts discuss the latest developments in #CharityFinance: bit.ly/techconfsep26
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Passive #investing, sometimes known as “indexing”, has become an important part of the modern #investment toolkit when building #portfolios. But as its popularity has grown rapidly in recent years, concerns have emerged. More in our latest article: atomos.co.uk/investment-insi…
How do you know if your charity’s #investment manager is delivering value? Performance matters, but it’s only part of the picture. #Trustees should assess managers over the long term, considering communication, governance and consistency. Read more: charitiesmanagement.com/Maga…
Exchange traded #funds seem to be the flavour of the month once again but will they start to drop off the menu? Our Head of High Net Worth, Eleanor Ingilby, discusses the healthy appetite for ETFs amid high inflows with FT Adviser: ftadviser.com/content/918199…
#investments #markets
For years, income-focused #investing felt like a natural fit for charities. But in today's market, yield and risk go hand in hand. This article from our expert explores why income is only part of the story, and where the real risks lie beneath the surface. atomos.co.uk/investment-insi…
Our Head of High Net Worth, Eleanor Ingilby, be speaking all things #Investment at CFG’s Technical Update #Conference on 17 September. Join them as Eleanor and other experts discuss the latest developments in #CharityFinance: bit.ly/techconfsep26
atomos wealth retweeted
Beneath the steady surface of the #global stock market, July has been swings and roundabouts.
Deep dive into our Monthly Market Outlook: atomos.co.uk/investment-insi…
atomos wealth retweeted
Not financial advice: Across the #UK, many #SME owners have one vital strategic issue that remains unresolved: who takes over when they step aside? atomos.co.uk/financial-plann…
Some women have spent years putting everyone else first and are only now turning their attention to their own future. What they all want is #financial advice that feels human, not transactional. But what does that look like? atomos.co.uk/financial-plann… #investments
Beneath the steady surface of the #global stock market, July has been swings and roundabouts.
Deep dive into our Monthly Market Outlook: atomos.co.uk/investment-insi…
For many business #owners, the sale of their company represents the most significant financial event of their lifetime. But it is critical to be prepared beforehand with financial #planning. Read more: atomos.co.uk/financial-plann… Not #financial advice.
#Portfolio construction vs a well-balanced sports team. We look at how accepting uncertainty informs what investments to pick and save constantly re-strategising: atomos.co.uk/investment-insi… Not #financial advice, the value of #investments can fall as well as rise.