Rohan Patel

Areas of expertise

Equities
Portfolio construction
Assessing and implementing client investment objectives

Experience

More than 20 years working in the city
Significant experience in equities, derivatives and portfolio construction and has a Bachelor’s degree in Economics. Also a Member of the Chartered Institute for Securities & Investment.

Notable client work and achievements

Explaining our investment philosophy to clients
Driving home the concept of NEED to take risk
Helping numerous clients with their gifting requirements on a step by step basis

Professional qualifications and memberships

BA (HONS) Economics
PCIAM Level 6
Member of the Chartered Institute for Securities & Investment.