London OFFICE

Sanjay Patel

Sanjay Patel

Equity Research Analyst
Role at Quilter Cheviot
My primary role is to analyse global companies to find the best stock ideas. I keep up to date with global Industrial sector developments, liaise with industry experts and speak to company management to assess which stocks will be relative winners and losers. I work closely with investment managers as I recommend and present my stock ideas which are then included in client portfolios.
Education/Qualifications
Sanjay graduated from the University of Bristol with a bachelor’s degree in Economics & Mathematics. He is a Chartered Financial Analyst (CFA) charterholder and is a qualified accountant being a member of the Institute of chartered accountants in England and Wales (ICAEW).
Experience
Sanjay joined us recently, but has over 20 years’ industry experience. Before Quilter Cheviot, Sanjay worked as either an investment manager or research analyst at Oakley Capital, Henderson Global Investors and Nomura Asset Management. Sanjay originally trained at KPMG.
Other interests

Outside of work, Sanjay enjoys tennis, cycling and travelling.

Meet the team

Ben Barringer
Equity Research Analyst
Amisha Chohan
Equity Research Analyst
Oliver Creasey
Equity Research Analyst
Liz Dhillon
Equity Research Analyst
William Howlett
Equity Research Analyst
Mamta Valechha
Equity Research Analyst
Chris Beckett
Head of Equity Research
Alan McIntosh
Chief Investment Strategist