leicester OFFICE

Shilpesh Patel

Shilpesh Patel

Trainee Investment Manager
Role at Quilter Cheviot
My primary role is to assist management of private client, charities and trusts portfolios. I work closely with investment managers and intermediaries to ensure clients receive a high quality service.
Experience
Shilpesh joined Quilter Cheviot’s Leicester office in 2017. He started his career in 2013 at a London based Wealth Manager where he helped to assist senior portfolio managers with the management of private client, trust and company portfolios.
Education/Qualifications
After graduating with an honours degree in Mathematics in 2012, Shilpesh completed the Investment Advice Diploma in 2013 and later completed CFA Level I. Shilpesh is an Associate of the Chartered Institute for Securities and Investment and is currently studying for his Chartered Wealth Manager status.
Other interests

Outside of work Shilpesh is a keen Leicester City football supporter. He visits the gym regularly and enjoys travelling the world.

Meet the team

Christian Ashley
Investment Manager
Emma Calcutt
Investment Administrator
Andy Gray
Investment Manager
Tim Horrocks
Investment Manager