SHAPERS series: Wealth

Conversations shaping the way we think.

On Wednesday 1 July we were delighted to host our second SHAPERS conversation with atomos.

Atomos is a UK-based wealth manager providing tailored investment advice and financial planning to high-net-worth individuals, families, and charities.

Eleanor Ingilby, Head of High Net Worth and Luke Apps, Senior Wealth Manager, shared a candid look at what’s changing, what’s working in practice, and where the biggest opportunities – and trade-offs – still lie. Eleanor and Luke discussed:

How client expectations are evolving — from ethical investing to intergenerational engagement, and what wealth managers are seeing on the ground
The impact of AI and technology — where it’s genuinely transforming advice, and where human judgement still matters most
What trust looks like today — balancing digital convenience with the enduring need for personal relationships in managing wealth

The session provided members with practical insights into driving engagement in defined contribution schemes and applying learnings within complex organisational environments.