Shilpesh Patel

What attracted you to a career in wealth management?

With a decade of experience in wealth management, my career has been defined by a deep commitment to the financial sector. Beginning in 2013 at a renowned Wealth Management firm in London, I developed a robust foundation by assisting senior portfolio managers with the intricate management of portfolios for private clients, trusts, and companies. This early exposure to the complexities of wealth management was instrumental in shaping my expertise.

My academic achievements include an honours degree in Mathematics obtained in 2012, which was swiftly followed by the completion of the Investment Advice Diploma in 2013 and CFA Level I. My dedication to professional growth is further evidenced by my attainment of the CISI Securities and Investment Diploma and my status as a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).

How do you approach your role on a daily basis?

In my current role, I am responsible for the strategic management of investment portfolios, catering to a varied clientele that encompasses individuals, pensions, trusts, charities, and corporate funds. I work closely with Financial Advisers and Professional Intermediaries to ensure their clients receive a high quality service.

What are your interests outside of work?

I find immense joy in sharing quality moments with my family, including my parents, as well as spending time with friends. My upbringing has instilled in me a deep appreciation for family bonds, which I intend to nurture as I move forward. In parallel with my career, I hold dear the memories created during our travels with my wife and daughter. These journeys transcend mere vacations; they represent a quest for shared experiences that will resonate throughout our lives. From immersing ourselves in the vibrant cultures of Asia to exploring the picturesque destinations of Europe, each adventure leaves an indelible mark on our hearts.