Profile
Ms. Palak R.
Patel, CFA, is a Senior Portfolio Manager for Advisory Portfolios at Barclays Bank Plc.
She was previously employed as an Investment Manager by Principal Investment Management Ltd.
With over 7 years of investment experience, she joined Principal from UBS where she worked as an Associate Director and as a Multi-Asset Class Investment Manager, specialising in UK and European Equities, for high net worth private clients.
Prior to this, she was a Portfolio Adviser at Coutts & Co.
Ms. Patel graduated with a Bachelor of Science (Honours) degree in Mathematics and Management from Kings College, University of London.
She is a Chartered Financial Analyst and a member of the UK Society of Investment Professionals.
Former positions of Palak R. Patel
| Companies | Position | End |
|---|---|---|
Barclays Bank Plc (Private Banking)
 Barclays Bank Plc (Private Banking) Investment ManagersFinance Barclays Bank Plc (Private Banking) (BPB-UK) is the private banking division of Barclays Bank Plc, itself a subsidiary of Barclays Plc (LSE: BARC, ADR: BCS) in Great Britain. Founded in 1971, Barclays-PB is headquartered in London and offers wealth management products and services to high-net worth individuals, families and charities. | Portfolio Manager-Equities | 14/07/2015 |
Principal Investment Management Ltd.
 Principal Investment Management Ltd. Financial ConglomeratesFinance Principal Investment Management Ltd. (PIM) is the fund management subsidiary of Sanlam Private Investments (UK) Ltd., itself a subsidiary of Sanlam Ltd. (JH: SLM) in South Africa. Founded in 1987, PIM has offices in Sevenoaks, London and Bath. The firm manages funds for private individuals, trusts, charities and corporate clients. | Portfolio Manager-Equities | 31/07/2010 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Principal Investment Management Ltd.
Principal Investment Management Ltd. Financial ConglomeratesFinance Principal Investment Management Ltd. (PIM) is the fund management subsidiary of Sanlam Private Investments (UK) Ltd., itself a subsidiary of Sanlam Ltd. (JH: SLM) in South Africa. Founded in 1987, PIM has offices in Sevenoaks, London and Bath. The firm manages funds for private individuals, trusts, charities and corporate clients. | Finance |
Barclays Bank Plc (Private Banking)
Barclays Bank Plc (Private Banking) Investment ManagersFinance Barclays Bank Plc (Private Banking) (BPB-UK) is the private banking division of Barclays Bank Plc, itself a subsidiary of Barclays Plc (LSE: BARC, ADR: BCS) in Great Britain. Founded in 1971, Barclays-PB is headquartered in London and offers wealth management products and services to high-net worth individuals, families and charities. | Finance |
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