SHAPERS is a new event series spotlighting forward‑thinking organisations — those leading by example, experimenting with new approaches and pushing our industry forward.
Across the year, we’ll bring you case studies from organisations doing things differently, sharing what they’ve learned and the practical insights you can take back to your own teams.
Why join?
The study draws attention to subjects significant to the investment industry and its building resilience.
A case study on innovations and shifting approaches shaping the future of wealth.
How are wealth managers adapting portfolios for a new client reality? What stays the same and what has to change? Join our next SHAPERS conversation on Wealth to hear a practical, case study-led discussion with atomos on how portfolios are being reshaped in response to shifting client needs – from simplifying structures and managing costs to balancing liquidity, flexibility and outcomes.
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, will share a candid look at what’s changing, what’s working in practice, and where the biggest opportunities – and trade-offs – still lie.
From the conversation you can expect real examples covering these areas:
Eleanor Ingilby
Head of High Net Worth, atomos
Luke Apps
Senior Wealth Manager, atomos
Exploring an organisation using the total portfolio approach.
Interested in joining or hosting a SHAPERS conversation? We’d love to hear your ideas, let us know.
Register your interest for our second SHAPERS conversation in July on Wealth .
"*" indicates required fields