Rob Lambert

Portfolio Manager-Equities at

Atomos Financial Planning Holdings Ltd.

Finance

Profile

Mr. Robert S.
Lambert is a Senior Portfolio Manager at Atomos Financial Planning Holdings Ltd. and a Senior Portfolio Manager at Atomos Investments Ltd. Mr. Lambert has been an investment manager since 2006, bringing significant experience.
He specializes in individuals, trusts, charities and corporates to run their investment portfolios, either directly or alongside a financial planner, in long term relationships built on trust.
He is a Chartered Fellow of the Chartered Institute for Securities & Investment.

Rob Lambert active positions

Companies	Position	Start
Atomos Financial Planning Holdings Ltd. Atomos Financial Planning Holdings Ltd. Investment ManagersFinance Provides financial planning, wealth and portfolio management services	Portfolio Manager-Equities	01/02/2023
Atomos Investments Ltd. Atomos Investments Ltd. Investment ManagersFinance Atomos is an investment specialist which offers a range of high conviction active strategies encompassing traditional and alternative asset classes that span core global and specialist regional offerings, through alternative strategies such as Global Equities, UK Equities, US Equities, Multi-Strategy, and Fund Solutions.	Portfolio Manager-Equities	01/02/2023

All active positions of Rob Lambert

Former positions of Rob Lambert

Companies	Position	End
WH Ireland Ltd. WH Ireland Ltd. Investment ManagersFinance WHIreland is an active, fundamental research-oriented manager which aims to provide a low cost, diverse, actively managed investment solution with a wide range of discretionary model portfolios designed to continue to meet the full spectrum of risk appetites.	Portfolio Manager-Equities	01/02/2023

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Experiences
Positions held

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Private companies

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Connections

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Linked companies

Private companies	3
Atomos Investments Ltd. Atomos Investments Ltd. Investment ManagersFinance Atomos is an investment specialist which offers a range of high conviction active strategies encompassing traditional and alternative asset classes that span core global and specialist regional offerings, through alternative strategies such as Global Equities, UK Equities, US Equities, Multi-Strategy, and Fund Solutions.	Finance
Atomos Financial Planning Holdings Ltd. Atomos Financial Planning Holdings Ltd. Investment ManagersFinance Provides financial planning, wealth and portfolio management services	Finance
WH Ireland Ltd. WH Ireland Ltd. Investment ManagersFinance WHIreland is an active, fundamental research-oriented manager which aims to provide a low cost, diverse, actively managed investment solution with a wide range of discretionary model portfolios designed to continue to meet the full spectrum of risk appetites.	Finance

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