atomos has been recognised for its investment performance at this year’s WealthBriefing Wealth for Good Awards.

The national firm scooped the award for Private Asset Management – Investment Performance (UK) at an awards ceremony in London on 27 June. 

The annual WealthBriefing Wealth for Good Awards programme recognises the most innovative and exceptional firms, teams and individuals. The awards have been designed to showcase outstanding organisations grouped by specialism and geography which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year’. 
Atomos_IP_WFGAwardsWinner2024.pngThis is the second year in the row that atomos has won a Wealth for Good Award, winning the ‘Best NextGen Initiative or Offering (Europe)’ and ‘Best Sustainability Offering (UK)’ categories at the 2023 awards.

Each of the categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges. It is this process that makes WealthBriefing awards so prized amongst winners.

Jonathan Polin, atomos CEO, commented: “We are delighted to have won this prestigious award, which recognises the strong investment performance we have delivered to clients over the last 12 months. We recently upgraded our investment service by forming an exclusive alliance with asset manager WTW, bringing a global approach to our portfolios, backed by rigorous research. We are thrilled that this strategy has paid off and allowed us to deliver outstanding results to our clients.”

Stephen Harris, ClearView Financial Media’s CEO, and publisher of WealthBriefing, was first to extend his congratulations to all winners and highly commended companies. "Every winning entrant has been subjected to a rigorous and independent judging process and should be rightly proud of the success they have achieved this year. 

"This year we have seen a marked increase in entrants and interest in all our global awards programmes and the WealthBriefing Wealth for Good Awards is no exception. These awards give organisations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally and to celebrate in style with their peers. 

“I offer my congratulations and best wishes for the future to all winners and highly commended firms - they are all worthy recipients who join the prestigious list of wealth management professionals who form the global elite of WealthBriefing winners.”

Atomos Balanced Model Performance

Past performance is not a reliable indicator of future performance. The value of investments, and any income from them, can go down as well as up and is not guaranteed. You may get back less than you originally invested. 

All performance figures quoted are from atomos (source: Morningstar Direct) and are shown net of fees. Performance data to 31 December 2022 represents backtested performance of the WTW models. It does not represent the past performance of an actual portfolio and is not a forecast of expected future returns. It is an illustration, solely reflecting the actual historic performance of investing in a portfolio comprising the underlying funds with fixed weight allocations.

Where past performance data is not available at the required dates for any underlying funds, a suitable proxy has been used. All underlying returns sourced from investment managers are in local currency terms. All fixed income other than LD EMD (Local Currency Emerging Market Debt) and 30% of the passive and smart-beta equity allocation is assumed to be GBP hedged. WTW backtested and live performance is net of an assumed total OCF of 90bps.

The Model Portfolio launched on 1 January 2023. The Model Portfolio performance has been prepared by atomos and represents the Model Portfolio as held on the atomos Invest platform, which is periodically restructured and/or rebalanced. Although the Model Portfolio is applied to a client’s account, the client’s actual returns may vary from the model returns shown. It may also vary from the Model Portfolio held on other platforms.

The Model Portfolio performance from 1 January 2023 is quoted net of investment and advisory service charges. Whilst the fund level OCF of the underlying portfolio investments is taken into account, returns do not take account of the weighted average cost of underlying manager charges paid directly to fund managers, platform, product provider or Adviser fees. Therefore, actual client returns will be lower than the returns shown in this document. The source of all data is Morningstar Direct.

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The value of investments and any income from them can fall and you may get back less than you invested.