Chief Operating Officer
B.Eng, MBS, ACCA, QFA
t: 061 512309
e: apatel@wellesley.ie
Amit Patel joined Wellesley in 2015 and, over the past ten years, has played a key role in shaping the firm’s investment management and advisory business. As Chief Operating Officer, he leads all aspects of Wellesley’s operations, including investment management, client service, compliance, and technology, ensuring the delivery of tailored, results-driven solutions to clients.
Over the past decade, Amit has advised high-net-worth clients on complex investment portfolios, strategic asset allocation, and risk management, consistently combining market insight with practical execution. His leadership has been instrumental in driving growth, operational excellence, and innovation across the firm.
Amit holds an honours Bachelor of Engineering (B.Eng) from North Gujarat University and an MBS in International Entrepreneurship from the University of Limerick. He is a qualified accountant (ACCA) and also holds Qualified Financial Adviser (QFA) and Retirement Planning Advisor (RPA) qualifications.