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Tom Baker Email & Phone Number
Portfolio Manager
at
atomos wealth
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✓ Verified Jun 2026
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Who is Tom Baker? Overview
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Tom Baker is listed as Portfolio Manager at atomos wealth, based in Bristol, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Tom Baker.
Tom Baker previously worked as Assistant Portfolio Manager at Atomos Wealth and Portfolio Assistant at Atomos Wealth. Tom Baker studied at University Of Nottingham.
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atomos wealth
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Profile bio
About Tom Baker
My interest in the markets started when I studied the Great Depression in a history classroom as a 13 year old and was immediately intrigued. I like the objective nature of markets and understand the risk vs reward equation in the long run. Finance gets a bad reputation but through my work I know I help a lot of people to feel more certain about their future, and how much more is actually possible!As a Portfolio Manager I thrive on managing investments for High-Net-Worth individuals.Some of their life stories and journeys to wealth are genuinely amazing and vary hugely. They give so much to the world through their work, generosity and philanthropic activities. This is why I am motivated by the opportunity to extend this further and make a positive impact on their financial well-being.
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Tom Baker's current company
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7 roles
Tom Baker work experience
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Portfolio Manager
CurrentBecoming a Portfolio Manager at atomos is a position that I aspired to since my first job in the industry. I have progressed quickly through hard work, ambition and the trust of my employers. I also consistently bugged my boss into effectively fast tracking me and got lucky with company circumstances! My responsibilities include managing client portfolios.
Oct 2023 - Present
Assistant Portfolio Manager
In this role, I took significant steps towards becoming a Portfolio Manager. I applied what I'd learned in my previous role and started to put it into practice with clients. Through numerous client visits I witnessed first-hand the positive benefits of long term investments and how much reassurance and security this brings to them and their families.
Mar 2023 - Nov 2023
Portfolio Assistant
My move to the Portfolio Management team was a pivotal moment in my career. I was highly motivated and passionate about the industry, and my previous boss' recommendation played a crucial role in my hiring. I was mentored by my boss, who has a huge amount of experience in the industry. Through our regular discussions and debates, I learned so much about.
Aug 2021 - Mar 2023
Wealth Services Administrator
I joined Sanlam because I wanted to move to a company that had a Portfolio Management team, I planned to use this as a springboard into that. By this stage I had a more proven track record of being promoted early and training staff. This gave me a background and understanding of the importance of these more 'behind the scenes' roles, and how that enables.
Mar 2021 - Aug 2021
Cass Team Administrator
My entry into the financial services industry began with Novia. The role was (and still is) crucial after the 2008 financial crisis where rules around the segregation of client and firm money were tightened significantly. My motivation and genuine interest in the industry helped me to secure this position as a recent graduate. This was a fast-paced role.
Sep 2019 - Mar 2021
Analyst
Nottingham Economics & Finance Society - Equity Fund (Technology Sector)
Traded/Pitched technology stocks weekly with fellow students in one of the UK's largest student led equity funds.http://nefs.org.uk/finance-societies/equity-fund/
Oct 2016 - Jul 2017
2 education records
Tom Baker education
Education record
Education record
Haberdashers' Monmouth School For Boys
FAQ
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What company does Tom Baker work for?
Tom Baker works for atomos wealth.
What is Tom Baker's role at atomos wealth?
Tom Baker is listed as Portfolio Manager at atomos wealth.
Where is Tom Baker based?
Tom Baker is based in Bristol, England, United Kingdom while working with atomos wealth.
What companies has Tom Baker worked for?
Tom Baker has worked for Atomos Wealth, Novia Financial Plc, and Nottingham Economics & Finance Society - Equity Fund (Technology Sector).
How can I contact Tom Baker?
You can use AeroLeads to view verified contact signals for Tom Baker at atomos wealth, including work email, phone, and LinkedIn data when available.
What schools did Tom Baker attend?
Tom Baker studied at University Of Nottingham.
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