Amit Patel

Investments Portfolio Specialist

t: 061 512309

Amit is Investments Manager at Wellesley. As part of the firm’s advisory portfolio management offering, he oversees strategic asset allocation and investment modelling across a range of asset classes including equities, fixed income, listed real estate, and commodities. Amit and his team are responsible for helping our corporate, personal, and pension clients, design portfolios with their specific objectives and risk constraints in mind. Amit holds a Bachelor of Engineering degree from North Gujarat University in India and an MBS in International Entrepreneurship from the University of Limerick. Amit is a qualified accountant (ACCA) and also holds the QFA designation.