For over two decades, Atomos has been the preferred wealth partner for Australia's most discerning families and institutions.
Our Story
Founded in Sydney in 2003, Atomos Assets was established with a singular vision: to provide sophisticated, institutional-quality wealth management to private clients and family offices across Australia. Our founders recognised that Australian investors deserved access to the same calibre of expertise and investment opportunities traditionally reserved for large institutions.
Today, Atomos manages over $2.5 billion in assets for more than 200 families and institutions. Our success stems from an unwavering commitment to client service, investment rigour, and absolute discretion. We remain proudly independent, Australian-owned, and deeply connected to the communities we serve.
Our investment philosophy is grounded in fundamental research, disciplined risk management, and a long-term perspective. We believe that wealth preservation and growth require patience, expertise, and an unwavering focus on our clients' best interests. This approach has served our clients exceptionally well through various market cycles and economic environments.
Our Mission
Our mission is to be the most trusted wealth management partner for discerning Australian families, providing sophisticated investment solutions with uncompromising integrity and personalised service.
Every decision we make, every strategy we implement, is guided by what's best for our clients. We measure our success by your financial wellbeing and peace of mind.
Our research-driven approach combines quantitative analysis with deep fundamental insights, ensuring every investment decision is thoroughly vetted and aligned with your objectives.
We are bound by the highest fiduciary standards, always acting in your best interests with complete transparency and accountability.
As an independent firm, we have no conflicts of interest or product quotas. Our recommendations are based solely on what's right for you.
Confidentiality is paramount. We maintain the strictest privacy protocols and handle all client matters with utmost discretion.
Markets evolve, and so do we. Our team stays at the forefront of financial innovation while maintaining timeless investment principles.
Why Choose Atomos
Access the same sophisticated strategies and exclusive opportunities used by major institutions, tailored to your personal circumstances.
Unlike larger firms, we limit client numbers to ensure every relationship receives the attention and care it deserves.
We consider your entire financial picture—investments, tax, estate planning, and philanthropy—ensuring all elements work in harmony.
Deep understanding of Australian markets, tax structures, superannuation regulations, and estate planning requirements.
While proudly Australian, we leverage global networks to identify the best opportunities across international markets.
Clear, straightforward fee structures with no hidden charges or commissions. Our interests are perfectly aligned with yours.
Australian Expertise
As a proudly Australian firm, we possess unparalleled expertise in navigating the unique characteristics of Australian financial markets. Our team understands the intricacies of Australian taxation, superannuation, franking credits, and estate planning legislation.
We maintain strong relationships with leading Australian institutions, boutique fund managers, and international partners who share our commitment to excellence. This network provides our clients with access to exclusive investment opportunities and institutional-quality research.
Our offices in Sydney's financial district place us at the heart of Australia's financial markets, ensuring we remain connected to market developments and opportunities that benefit our clients.
Discover how our client-first approach and investment expertise can help secure your financial future.
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