Meet Luke
Luke operates across both sides of the wealth management spectrum holding regulatory permissions in discretionary investment management and financial planning. This dual capability enables him to deliver a fully integrated service, from portfolio construction and asset allocation through to IHT mitigation, holistic financial planning, and intergenerational wealth strategy.
He sits on atomos' charity services team, working closely with trustees and charitable organisations to design and oversee tailored investment strategies aligned with each charity's mission, governance requirements, and long-term objectives.
Luke also works in partnership with external IFA firms to design and deliver bespoke model portfolio solutions, bridging the gap between independent financial advice and institutional-quality discretionary management.
He holds an MSc in International Financial Markets (Distinction), is a Chartered Fellow of the CISI, and holds a PCIAM (Distinction).
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Luke Apps
Portfolio Manager
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