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SHAPERS series

Conversations shaping the way we think

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A new members-only virtual series | 45 minutes

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?

  • Real case studies, real lessons: Hear directly from organisations trying new ideas and approaches, what worked, what didn’t and why.
  • Practical insights you can apply: Every session focuses on honest reflections and actionable takeaways, not theory.
  • Learn from your peers: Engage with people tackling similar challenges in new and innovative ways.
  • Members‑only conversations: A space designed for open dialogue and meaningful exchange.

The study draws attention to subjects significant to the investment industry and its building resilience.

July – Wealth

A case study on innovations and shifting approaches shaping the future of wealth.

We were excited host our second SHAPERS conversation with atomos, a UK-based wealth manager providing tailored investment advice and financial planning to high-net-worth individuals, families, and charities.

Stay tuned for more on our discussion points.

Eleanor Ingilby

Head of High Net Worth, atomos

Luke Apps

Senior Wealth Manager, atomos

October – Total Portfolio Approach

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 .

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