LONDON, 03 April 2023 — atomos, the advice-led wealth manager, today announces the appointment of Jon Taylor as Chair. Jon previously sat as a Non-Executive Director on the Board and takes over from Alison Endemano, who held the role of Chair since Oaktree Capital Management invested in atomos in May 2022.
Jon is a highly experienced executive and non-executive director, who has held several senior management roles within financial services including CEO of both Ascentric and Co-operative Insurance. He has also provided advisory services to firms including PwC and Accenture. Jon holds a Ph.D. in Computer Science from the University of London.
Jonathan Polin, CEO of atomos, said: "We are thrilled that Jon will chair our Board.
Jon combines his experience of running businesses with extensive experience in change management and digital transformation; as such he is well positioned to help steer and improve our business in all aspect of its performance.
“I would also like to say a very big thank you to Alison for all her work and support over the last year. Chairing the Board of a newly acquired business such of ours is a difficult and multifaceted job, and Alison was quick to get to grips with the challenges we faced as we have set about transforming the business.”
Jon Taylor, Chair at atomos, said: “I am very pleased to Chair atomos at this crucial stage of the business’ development. The atomos team has already achieved a huge amount in less than a year. We are excited to continue to transform atomos to ensure clients can access a personalised face-to-face service, combined with the convenience and access to modern digital tools and a range of high-quality investment solutions.”
About atomos
atomos is a UK-based, digitally enabled, hybrid wealth business providing a full financial planning service and bespoke portfolio management. Originating from the Sanlam Wealth UK business, atomos is 100% owned by funds managed by Oaktree Capital Management, and is led by CEO, Jonathan Polin. The company manages of £7 billion of investments and savings for around 8,000 clients.
atomos will allow clients to view their entire financial ecosystem through an app and will offer the best of both worlds where clients will be able to personalise how they interact with the company, whether digitally, face-to-face or a hybrid of the two.
The name, meaning “indivisible” in ancient Greek represents a strong internal culture of collaboration, inclusivity, and diverse perspectives.
atomos social media handles
Twitter: @atomoswealth
LinkedIn: @atomoswealth
Press enquiries
For further information, please contact Quill PR at atomos@QuillPR.com or call 020 7466 5050.