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Who’s Moving Where In Wealth Management? – atomos, Sanlam, Others
Editorial Staff
8 March 2023
atomos Lambert has joined from WH Ireland, where he had worked for a decade. He became a qualified investment manager in 2005 and is a Chartered Fellow of the Chartered Institute of Securities and Investments. Lambert has extensive experience working with individuals, trusts, charities and corporates to run their investment portfolios, either directly or alongside a financial planner. atomos is a UK-based, digitally enabled, hybrid wealth business providing a full financial planning service and bespoke portfolio management. The company manages £7 billion ($8.3 billion) of investments and savings for around 8,000 clients. Sanlam Investments
, an advice-led wealth manager, has appointed Rob Lambert (pictured) as a senior portfolio manager based in its Lymington office.
has appointed Juan Lopez-Valcarcel as its new interim chief operating officer.
Based in London, Lopez-Valcarcel brings over 20 years’ experience in transforming and scaling data and software businesses. Most recently, he was chief operations transformation officer for data analytics and market research firm Kantar, backed by Bain Capital Private Equity. Earlier in his career, Juan was chief digital officer for Pearson, the publishing firm, and general manager of online platforms for NBC Universal, the US media company.