Financial Planner and wealth manager Atomos, formerly Sanlam, has appointed former Ascentric CEO Jon Taylor as its new chair.
Mr Taylor was previously a non-executive director at the firm and replaces Alison Endemano who held the role of chair since Oaktree Capital Management invested in Atomos in May 2022.
Mr Taylor has worked in financial services for many years as both an executive and non-executive director.
He was previously CEO of platform Ascentric and of Co-operative Insurance. He has also provided advisory services to firms including PwC and Accenture.
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.”
Mr Taylor 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.”
Atomos describes itself as a digitally-focused hybrid wealth firm providing a Financial Planning service and bespoke portfolio management. It was created from the Sanlam Wealth UK business and 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.
