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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.
We encourage all of our Thinking Ahead members to actively participate in our research efforts, contribute their perspectives and connect with peers across the network through our research working groups. We’ve designed our 2026 research activities to generate real impact in strategically important areas. Explore our research content hubs which includes a wealth information on these topics including: training, discussion decks, insights and tools.
