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Bhavin Patel

National Relationship Manager
London

What attracted you to a career in wealth management?

Since entering the wealth management industry in 2007, I’ve come to appreciate two enduring truths—one about the profession, and one about myself. Wealth management is uniquely positioned to foster deep, long-term relationships with advisers by helping them and their clients achieve meaningful financial outcomes over time. It’s a privilege to be part of that journey. At the same time, this field allows me to bring my authentic self to the table. I thrive on crafting creative, nuanced solutions to the complex challenges our clients face today—and those they may encounter in the future.

How do you approach your role on a daily basis?

As National Relationship Manager at Quilter Cheviot, I lead the development and growth of strategic partnerships with national and network firms across the UK. I take pride in delivering a highly personal and empathetic service, underpinned by strong organisation and a deep understanding of our clients’ needs.

My greatest strength lies in my ability to listen—truly and attentively. This approach has enabled me to build lasting, trusted relationships with advisers and colleagues alike, fostering collaboration and driving meaningful business growth within the Quilter Cheviot family.

What are your interests outside of work?

Outside of work, I’m passionate about Formula 1, cricket, golf, and football. While supporting Mercedes, Kent County Cricket Club, and Arsenal isn’t always the most relaxing pastime, playing for Beckenham CC and working on lowering my golf handicap help me stay active and connect with people from all walks of life.

At home, I enjoy reading autobiographies. I find them inspiring and motivating—offering valuable life lessons through the honest portrayal of personal struggles and triumphs.

The value of your investments and the income from them can fall and you may not recover what you invested.